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NOT FDIC INSURED • MAY LOSE VALUE • NO BANK GUARANTEE
Morningstar® Class Mid-Cap Worth Lipper Peer Group Mid-Cap Worth
Efficiency knowledge quoted represents previous efficiency and doesn’t assure future outcomes. The funding return and principal worth of an funding will fluctuate in order that an investor’s shares, when redeemed, could also be price kind of than their unique value. Present efficiency could also be decrease or greater than the efficiency knowledge quoted. For extra present efficiency data to the latest month ended, please go to House.
Share Class Inception: A, Y – 4/30/01; F – 2/28/17; I – 5/28/10; R3, R4, R5 – 5/28/10. Efficiency proven previous to the inception of a category displays efficiency and working bills of one other class(es) (excluding gross sales prices, if relevant). Had charges and bills of a category been mirrored for the durations previous to the inception of that class, efficiency can be totally different. Since inception (SI) efficiency is from 4/30/01. Efficiency and bills for different share lessons will range. Further data is within the prospectus. Solely Class A assesses a gross sales cost.
Russell Midcap Worth Index measures the efficiency of the mid-cap worth section of the U.S. fairness universe. It contains these Russell Midcap Index corporations with decrease price-to-book ratios and decrease forecasted progress values. Indices are unmanaged and never accessible for direct funding.
1 Bills as proven within the Fund’s most up-to-date prospectus.
Essential Dangers: Investing includes danger, together with the potential lack of principal. Safety costs fluctuate in worth relying on normal market and financial circumstances and the prospects of particular person corporations. • Mid-cap securities can have better dangers and volatility than large-cap securities. • Completely different funding kinds might go out and in of favor, which can trigger the Fund to underperform the broader inventory market. • Overseas investments could also be extra risky and fewer liquid than U.S. investments and are topic to the chance of foreign money fluctuations and hostile political, financial and regulatory developments. • To the extent the Fund focuses on a number of sectors, the Fund could also be topic to elevated volatility and danger of loss if hostile developments happen.
Buyers ought to rigorously take into account a fund’s funding targets, dangers, prices and bills. This and different necessary data is contained in a fund’s full prospectus and abstract prospectus, which will be obtained by visiting House. Please learn it rigorously earlier than investing.
Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA. Advisory providers are supplied by Hartford Funds Administration Firm, LLC (HFMC). Sure funds are sub-advised by Wellington Administration Firm LLP. HFMC and Wellington Administration are SEC registered funding advisers. HFD and HFMC usually are not affiliated with any sub-adviser.
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2024-10-01 02:53:00
Source :https://seekingalpha.com/article/4724350-hartford-midcap-value-fund-q2-2024-commentary?source=feed_all_articles
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