HDMBX Mutual Fund

HDMBX Mutual Fund (Hartford Small Company HLS Fund Class IB) is managed by Hartford Funds with $34.6M in net assets. HDMBX expense ratio is 1.06%, holding 118 positions across sectors including Health Care, Industrials, Information Technology. Inception date: 1998-04-01.

HDMBX performance shows a YTD return of 12.57%. The 1-year return is 24.28% and the 5-year return is 2.12%.

HDMBX top holdings include Xometry, Inc. (2.3%), Zurn Water Solutions Corporation (2.2%), American Healthcare REIT Inc (2.2%), VITA COCO CO INC/THE (2.0%), Applied Industrial Technologies Inc (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.