HMVAX Mutual Fund

HMVAX Mutual Fund (The Hartford Mid Cap Value Fund Class A) is managed by Hartford Funds with $454.1M in net assets. HMVAX expense ratio is 1.14%, holding 86 positions across sectors including Industrials, Financials, Materials. Inception date: 2001-04-30.

HMVAX performance shows a YTD return of 15.05%. The 1-year return is 19.88% and the 5-year return is 9.92%. HMVAX dividend yield stands at 4.09%, paid annually.

HMVAX top holdings include L3Harris Technologies Inc. (2.4%), Mks Instruments Inc (2.2%), US Foods Holding Corp (2.1%), Xpo Logistics Inc. (2.1%), M&T Bank Corp (2.0%). Go to all HMVAX holdings, HMVAX sectors, or HMVAX dividends.

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