HMVRX Mutual Fund

HMVRX Mutual Fund (The Hartford Mid Cap Value Fund Class R3) is managed by Hartford Funds with $5.6M in net assets. HMVRX expense ratio is 1.48%, holding 86 positions across sectors including Industrials, Financials, Materials. Inception date: 2010-05-28.

HMVRX performance shows a YTD return of 14.77%. The 1-year return is 19.45% and the 5-year return is 8.79%. HMVRX dividend yield stands at 3.26%, paid annually.

HMVRX 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 HMVRX holdings, HMVRX sectors, or HMVRX dividends.

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