HMVTX Mutual Fund

HMVTX Mutual Fund (The Hartford Mid Cap Value Fund Class R5) is managed by Hartford Funds with $2.2M in net assets. HMVTX expense ratio is 0.88%, holding 81 positions across sectors including Industrials, Financials, Health Care. Inception date: 2010-05-28.

HMVTX performance shows a YTD return of 14.33%. The 1-year return is 15.76% and the 5-year return is 8.89%. HMVTX dividend yield stands at 3.76%, paid annually.

HMVTX top holdings include Pinnacle Financial Partners Inc (2.0%), M&T Bank Corp (1.9%), Wyndham Hotels & Resorts Inc (1.9%), United Airlines Holdings Inc. (1.8%), Camden Property Trust Common Stock (1.8%). 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.