HDMBX Mutual Fund

HDMBX Mutual Fund (Hartford Small Company HLS Fund Class IB) is managed by Hartford Funds with $40.2M 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 10.39%. The 1-year return is 25.29% and the 5-year return is 2.03%. HDMBX dividend yield stands at 0.21%, paid annually.

HDMBX top holdings include Nextpower Inc Class A Common Stock (2.8%), Mks Instruments Inc (2.4%), Modine Manufacturing Company (2.3%), Zurn Elkay Water Solutions (2.2%), American Healthcare REIT Inc (2.1%). 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.