HSMYX Mutual Fund

HSMYX Mutual Fund (Hartford Small Cap Value Fund Class Y) is managed by Hartford Funds with $136.1M in net assets. HSMYX expense ratio is 0.86%, holding 65 positions across sectors including Financials, Consumer Discretionary, Information Technology. Inception date: 2004-12-31.

HSMYX performance shows a YTD return of 22.16%. The 1-year return is 33.81% and the 5-year return is 9.42%. HSMYX dividend yield stands at 5.44%, paid annually.

HSMYX top holdings include Ishares Russell 2000 Value ETF (4.2%), State Street Navigator Securities Lending Government Money Market Portfolio (3.4%), Phinia Inc (2.1%), MillerKnoll, Inc. (2.1%), Kennametal Inc (2.1%). Go to all HSMYX holdings, HSMYX sectors, or HSMYX dividends.

HSMYX can be compared against other funds. Use HSMYX overlap to find shared positions, or HSMYX vs another fund for a side-by-side view. HSMYX alternatives are available via the screener, along with tax-loss harvesting opportunities.