HSMFX Mutual Fund

HSMFX Mutual Fund (Hartford Small Cap Value Fund Class F) is managed by Hartford Funds with $75.2M in net assets. HSMFX expense ratio is 0.81%, holding 66 positions across sectors including Financials, Consumer Discretionary, Utilities. Inception date: 2017-02-28.

HSMFX performance shows a YTD return of 18.70%. The 1-year return is 32.77% and the 5-year return is 8.90%. HSMFX dividend yield stands at 1.22%, paid annually.

HSMFX top holdings include Ishares Russell 2000 Value ETF (2.8%), Herman Miller Inc (2.2%), Quaker Chemical Corp. (2.1%), Altus Midstream Company (2.1%), Atlantic Union Bankshares Corp. (2.0%). Go to all HSMFX holdings, HSMFX sectors, or HSMFX dividends.

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