HSMAX Mutual Fund

HSMAX Mutual Fund (Hartford Small Cap Value Fund Class A) is managed by Hartford Funds with $56.8M in net assets. HSMAX expense ratio is 1.31%, holding 63 positions across sectors including Financials, Consumer Discretionary, Utilities. Inception date: 2004-12-31.

HSMAX performance shows a YTD return of 21.87%. The 1-year return is 33.26% and the 5-year return is 8.33%. HSMAX dividend yield stands at 5.57%, paid annually.

HSMAX top holdings include Ishares Russell 2000 Value ETF (4.3%), Herman Miller Inc (2.1%), Atlantic Union Bankshares Corp. (2.1%), Prog Holdings Inc (2.0%), Msc Industrial Direct Co Inc (2.0%). Go to all HSMAX holdings, HSMAX sectors, or HSMAX dividends.

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