HSMFX Mutual Fund

HSMFX Mutual Fund (Hartford Small Cap Value Fund Class F) is managed by Hartford Funds with $75.9M in net assets. HSMFX expense ratio is 0.81%, holding 65 positions across sectors including Financials, Consumer Discretionary, Information Technology. Inception date: 2017-02-28.

HSMFX performance shows a YTD return of 22.23%. The 1-year return is 33.88% and the 5-year return is 9.52%. HSMFX dividend yield stands at 5.85%, paid annually.

HSMFX top holdings include Ishares Russell 2000 Value ETF (4.2%), State Street Navigator Securities Lending Government Money Market Portfolio (3.4%), Phinia Inc (2.1%), MillerKnoll, Inc. (2.1%), Kennametal Inc (2.1%). 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.