HMVSX Mutual Fund

HMVSX Mutual Fund (The Hartford Mid Cap Value Fund Class R4) is managed by Hartford Funds with $3.7M in net assets. HMVSX expense ratio is 1.18%, holding 86 positions across sectors including Industrials, Financials, Materials. Inception date: 2010-05-28.

HMVSX performance shows a YTD return of 15.02%. The 1-year return is 19.89% and the 5-year return is 9.13%. HMVSX dividend yield stands at 3.55%, paid annually.

HMVSX 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 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.