HMVRX Mutual Fund

HMVRX Mutual Fund (The Hartford Mid Cap Value Fund Class R3) is managed by Hartford Funds with $5.3M in net assets. HMVRX expense ratio is 1.48%, holding 81 positions across sectors including Industrials, Financials, Information Technology. 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 3.28%, paid annually.

HMVRX top holdings include US Foods Holding Corp (2.3%), Mks Instruments Inc (2.2%), South State Corp (1.9%), M&T Bank Corp (1.9%), Pinnacle Financial Partners Inc (1.9%). 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.