The Hartford MidCap Fund Class R4

The Hartford MidCap Fund Class R4verified

HFMSX

Price:

$26.81

Market Cap:

$3.40B

The investment seeks long-term growth of capital. The fund invests at least 80% of its assets in common stocks of mid-capitalization companies. The sub-adviser defines mid-capitalization companies as companies with market capitalizations within the collective range of the Russell Midcap and S&P MidCap 400 Indices.

Industry

Asset Management

IPO Date

2009-05-29

Stock Exchange

NASDAQ

Ticker

HFMSX

The ROE as of December 2025 (TTM) for The Hartford MidCap Fund Class R4 (HFMSX) is 17.12%

According to The Hartford MidCap Fund Class R4’s latest financial reports and current stock price. The company's current ROE is 17.12%. This represents a change of 272.66% compared to the average of 4.59% of the last 4 quarters.

The Hartford MidCap Fund Class R4 (HFMSX) Historical ROE (quarterly & annually)

How has HFMSX ROE performed in the past?

The mean historical ROE of The Hartford MidCap Fund Class R4 over the last ten years is 9.14%. The current 17.12% ROE has changed 87.39% with respect to the historical average. Over the past ten years (40 quarters), HFMSX's ROE was at its highest in in the December 2023 quarter at 5.00%. The ROE was at its lowest in in the December 2017 quarter at -4.14%.

Quarterly (TTM)
Annual

Average

9.14%

Median

10.27%

Minimum

-1.94%

Maximum

16.20%

The Hartford MidCap Fund Class R4 (HFMSX) ROE by Quarter and Year

Discovering the peaks and valleys of The Hartford MidCap Fund Class R4 ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 42.42%

Maximum Annual ROE = 16.20%

Minimum Annual Increase = -681.44%

Minimum Annual ROE = -1.94%

Quarterly (TTM)
Annual
YearROEChange
202316.20%23.22%
202213.15%-0.18%
202113.17%42.42%
20209.25%-27.10%
201912.69%12.37%
201811.29%-681.44%
2017-1.94%-153.54%
20163.63%-46.19%
20156.74%-6.47%
20147.21%12.13%

The Hartford MidCap Fund Class R4 (HFMSX) Average ROE

How has HFMSX ROE performed in the past?

The current ROE of The Hartford MidCap Fund Class R4 (HFMSX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

14.17%

5-year avg

12.89%

10-year avg

9.14%

The Hartford MidCap Fund Class R4 (HFMSX) ROE vs. Peers

How is HFMSX’s ROE compared to its peers?

The Hartford MidCap Fund Class R4’s ROE is less than The Hartford MidCap Fund Class R6 (0%), greater than SEI Institutional Investments Trust S&P 500 Index Fund Class A (0%), less than Franklin Small-Mid Cap Growth Fund Class A (0%), greater than iShares Total US Stock Market Idx Inv A (0%), greater than SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F (0%), greater than SEI Institutional Managed Trust Tax Managed Large Cap Fund (0%), less than Artisan Developing World Fund (0%), greater than Artisan Developing World Fund - Investor Shares (-11.02%), less than Smead Value Fund Class A (0%), less than Smead Value Fund Class R2 (0%),

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Frequently asked questions❓

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How does the current ROE for The Hartford MidCap Fund Class R4 (HFMSX) compare to its historical average?