About Hartford Schroders US MidCap Opportunities Fund Class R3 (HFDRX) — Dividend Analysis 2026
The investment seeks capital appreciation. Under normal circumstances, the fund invests primarily in equity securities. It normally invests at least 80% of its assets in securities of mid cap companies located in the United States. The fund may also invest in equity securities of micro cap companies, small cap companies or large cap companies if the Sub-Adviser believes they offer the potential for capital appreciation. It may invest in common and preferred stocks, as well as in over-the-counter securities.
Is HFDRX a good dividend investment in 2026?
HFDRX offers a 9.80% forward yield with a 50% payout ratio. Strand Safety Score: N/A. The 5-year dividend CAGR of 0% is modest — investors should weigh current income against growth alternatives.
HFDRX DRIP calculator — what's the difference?
With DRIP on a $10,000 investment over 10 years, your HFDRX portfolio grows to $25.5K vs $19.8K without reinvestment. This is the compound interest effect in action.
HFDRX dividend growth history & forecast
HFDRX has grown its dividend by 0% over the last year and 0% annually over 5 years. At this pace, an investor who holds for 10+ years will see their yield on cost grow substantially above the current 9.80%.
ETFs do not file income statements or cash flow statements. Their dividend safety depends on the underlying index quality, fund methodology, and holdings composition. Use the Holdings page to analyze individual stocks in this fund.
🌍 HFDRX Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold HFDRX.
Gross yield
9.80%
Tax rate
15.00%
After-tax yield
8.33%
Real yield (−CPI)
5.53%
Account/Country
Tax Rate
After-tax Yield
Real Yield
$10K Annual Income
🇺🇸 Roth IRA / 401k
0%
9.80%
7.00%
$980 / yr
🇺🇸 US Taxable (15%) ✓
15%
8.33%
5.53%
$833 / yr
🇺🇸 US Taxable (20%)
20%
7.84%
5.04%
$784 / yr
🇬🇧 UK ISA
0%
9.80%
7.00%
$980 / yr
🇬🇧 UK Taxable
8.75%
8.94%
6.14%
$894 / yr
🇨🇦 TFSA
0%
9.80%
7.00%
$980 / yr
🇨🇦 CA Taxable
25%
7.35%
4.55%
$735 / yr
🇦🇺 Super (pension)
15%
8.33%
5.53%
$833 / yr
🇦🇺 AU Taxable
30%
6.86%
4.06%
$686 / yr
🇩🇪 DE Taxable
26.375%
7.22%
4.42%
$722 / yr
🇫🇷 FR Taxable
30%
6.86%
4.06%
$686 / yr
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
🎯 HFDRX Income Goal & Break-Even
Dividend Break-Even
13yr
Years for dividends to fully repay your HFDRX investment of $18.37/share (🇺🇸 US Taxable (15%) · 15.00% tax)
$10K invested · 10 Years
Dividends earned (DRIP)
$12.2K
Lost to inflation (2.8% CPI)
−$2.5K
Real purchasing power gain
$9.8K
12-month CPI (US BLS via FMP economic-indicators).
How much do I need to invest in HFDRX for:
Shares needed
15,692
Capital required
$288,262
Monthly income
$2,000
Based on current dividend of $1.80/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 HFDRX Dividend Payment Schedule
HFDRX pays quarterly — 4 times per year. Next ex-div: TBD.
Jan
Feb
Mar
💰
Apr
May
Jun
💰
Jul
Aug
Sep
💰
Oct
Nov
Dec
💰
10 shares
$3.82 / payment
$15.29 / year after tax
100 shares
$38.24 / payment
$152.95 / year after tax
1,000 shares
$382.37 / payment
$1529.49 / year after tax
📊 HFDRX vs Financial Services Benchmarks
How HFDRX compares to typical Financial Services averages.
Benchmark: Financial Services
Dividend Yield▲+6.90% vs sectorBetter
HFDRX
9.80%
avg
2.90%
5Y Dividend CAGR▼-7.10% vs sectorBelow avg
HFDRX
0.00%
avg
7.10%
Payout Ratio▼+12.00% vs sectorBelow avg
HFDRX
50.00%
avg
38.00%
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for HFDRX sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ HFDRX Insider Activity
No recent SEC filings reported in the last 90 days.
📊 About This Data
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the HFDRX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →