HMVTX Mutual Fund

HMVTX Mutual Fund (The Hartford Mid Cap Value Fund Class R5) is managed by Hartford Funds with $2.3M in net assets. HMVTX expense ratio is 0.88%, holding 81 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2010-05-28.

HMVTX performance shows a YTD return of 15.22%. The 1-year return is 20.19% and the 5-year return is 9.45%. HMVTX dividend yield stands at 3.73%, paid annually.

HMVTX 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 HMVTX holdings, HMVTX sectors, or HMVTX dividends.

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