HDMBX Mutual Fund

HDMBX Mutual Fund (Hartford Small Company HLS Fund Class IB) is managed by Hartford Funds with $34.5M in net assets. HDMBX expense ratio is 1.06%, holding 112 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 1998-04-01.

HDMBX performance shows a YTD return of 7.49%. The 1-year return is 11.89% and the 5-year return is 1.24%.

HDMBX top holdings include Ishares Russell 2000 Growth ETF (3.5%), Xometry, Inc. (2.5%), American Healthcare REIT Inc (2.1%), Zurn Water Solutions Corporation (2.0%), Chord Energy Corp (1.9%). Go to all HDMBX holdings, HDMBX sectors, or HDMBX dividends.

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