HFMSX Mutual Fund

HFMSX Mutual Fund (The Hartford MidCap Fund Class R4) is managed by Hartford Funds with $24.7M in net assets. HFMSX expense ratio is 1.17%, holding 63 positions across sectors including Information Technology, Industrials, 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 19.92%, paid annually.

HFMSX top holdings include Flex Ltd (4.5%), Cloudflare Inc (180 Day Lockup) (3.9%), Mks Instruments Inc (3.4%), Fastenal Co. (3.4%), Interactive Brokers Group Inc (2.9%). 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.