HBSGX Mutual Fund

HBSGX Mutual Fund (Hartford Small Cap Growth HLS Fund Class IB) is managed by Hartford Funds with $179.1M in net assets. HBSGX expense ratio is 0.91%, holding 189 positions across sectors including Health Care, Industrials, Information Technology. Inception date: 2002-05-01.

HBSGX performance shows a YTD return of 17.80%. The 1-year return is 25.42% and the 5-year return is 10.11%. HBSGX dividend yield stands at 6.57%, paid annually.

HBSGX top holdings include Ishares Russell 2000 Growth (3.4%), Firstcash Inc (1.3%), Marex Group Plc (1.2%), Ensign Group Inc/the (1.1%), Chefs' Warehouse, Inc. (1.1%). Go to all HBSGX holdings, HBSGX sectors, or HBSGX dividends.

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