HFMSX Mutual Fund

HFMSX Mutual Fund (The Hartford MidCap Fund Class R4) is managed by Hartford Funds with $26.9M in net assets. HFMSX expense ratio is 1.17%, holding 64 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2009-05-29.

HFMSX performance shows a YTD return of 2.03%. The 1-year return is -2.66% and the 5-year return is -1.33%. HFMSX dividend yield stands at 20.09%, paid annually.

HFMSX top holdings include Royal Caribbean Cruises (3.6%), Interactive Brokers Group Inc (3.4%), Rollins Inc. (3.3%), Monolithic Power Systems Inc Mpwr Us Equity (3.2%), Natera Inc (3.2%). Go to all HFMSX holdings, HFMSX sectors, or HFMSX dividends.

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