HSMRX Mutual Fund

HSMRX Mutual Fund (Hartford Small Cap Value Fund Class R3) is managed by Hartford Funds with $546,464.77 in net assets. HSMRX expense ratio is 1.51%, holding 66 positions across sectors including Financials, Consumer Discretionary, Utilities. Inception date: 2011-09-30.

HSMRX performance shows a YTD return of 17.98%. The 1-year return is 31.50% and the 5-year return is 8.12%. HSMRX dividend yield stands at 0.57%, paid annually.

HSMRX 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 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.