HSMAX Mutual Fund

HSMAX Mutual Fund (Hartford Small Cap Value Fund Class A) is managed by Hartford Funds with $59.7M in net assets. HSMAX expense ratio is 1.31%, holding 65 positions across sectors including Financials, Consumer Discretionary, Information Technology. Inception date: 2004-12-31.

HSMAX performance shows a YTD return of 22.03%. The 1-year return is 42.44% and the 5-year return is 8.40%. HSMAX dividend yield stands at 5.42%, paid annually.

HSMAX top holdings include Ishares Russell 2000 Value ETF (4.2%), State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Government Money Market Portfolio (3.4%), Phinia Inc_None_None (2.1%), Herman Miller Inc (2.1%), Kennametal Inc (2.1%). 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.