HSMRX Mutual Fund

HSMRX Mutual Fund (Hartford Small Cap Value Fund Class R3) is managed by Hartford Funds with $604,979.29 in net assets. HSMRX expense ratio is 1.51%, holding 63 positions across sectors including Financials, Consumer Discretionary, Information Technology. Inception date: 2011-09-30.

HSMRX performance shows a YTD return of 21.71%. The 1-year return is 32.95% and the 5-year return is 8.11%. HSMRX dividend yield stands at 4.98%, paid annually.

HSMRX top holdings include State Street Navigator Securities Lending Government Money Market Portfolio (4.7%), Ishares Russell 2000 Value ETF (3.4%), Adeia Inc. (2.2%), Kaiser Aluminum Corp (2.2%), Ichor Holdings Ltd (2.1%). Go to all HSMRX holdings, HSMRX sectors, or HSMRX dividends.

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