HMVSX Mutual Fund

HMVSX Mutual Fund (The Hartford Mid Cap Value Fund Class R4) is managed by Hartford Funds with $3.4M in net assets. HMVSX expense ratio is 1.18%, holding 77 positions across sectors including Industrials, Financials, Health Care. Inception date: 2010-05-28.

HMVSX performance shows a YTD return of 14.32%. The 1-year return is 18.75% and the 5-year return is 8.30%. HMVSX dividend yield stands at 0.50%, paid annually.

HMVSX top holdings include Pinnacle Financial Partners Inc (1.9%), Wyndham Hotels & Resorts Inc (1.8%), M&T Bank Corp (1.8%), Nasdaq Inc (1.8%), Voya Financial Inc (1.8%). Go to all HMVSX holdings, HMVSX sectors, or HMVSX dividends.

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