HFMSX Mutual Fund

HFMSX Mutual Fund (The Hartford MidCap Fund Class R4) is managed by Hartford Funds with $25.1M 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 2.90%. The 1-year return is -2.63% and the 5-year return is -1.31%. HFMSX dividend yield stands at 19.92%, paid annually.

HFMSX top holdings include Fastenal Co. (3.5%), Interactive Brokers Group Inc (3.3%), Cloudflare Inc (180 Day Lockup) (3.2%), Flex Ltd (3.2%), Natera Inc (2.6%). 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.