HMVTX Mutual Fund

HMVTX Mutual Fund (The Hartford Mid Cap Value Fund Class R5) is managed by Hartford Funds with $2.4M in net assets. HMVTX expense ratio is 0.88%, holding 86 positions across sectors including Industrials, Financials, Materials. 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 10.12%. HMVTX dividend yield stands at 3.73%, paid annually.

HMVTX 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 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.