HERTX Mutual Fund

HERTX Mutual Fund (The Hartford Emerging Markets Equity Fund Class R5) is managed by Hartford Funds with $1.6M in net assets. HERTX expense ratio is 1.15%, holding 227 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2011-05-31.

HERTX performance shows a YTD return of 20.30%. The 1-year return is 34.50% and the 5-year return is 10.25%. HERTX dividend yield stands at 4.51%, paid annually.

HERTX top holdings include Tsmc (13.4%), Samsung Electronics Ltd. (5.5%), TENCENTHLDGSLTD (3.9%), Sk Hynix Inc Common Stock KRW 5000 (3.5%), Alibaba Group Holding, Ltd. (1.9%). Go to all HERTX holdings, HERTX sectors, or HERTX dividends.

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