HSMRX Mutual Fund

HSMRX Mutual Fund (Hartford Small Cap Value Fund Class R3) is managed by Hartford Funds with $627,253.35 in net assets. HSMRX expense ratio is 1.51%, holding 65 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 8.75%. HSMRX dividend yield stands at 4.98%, paid annually.

HSMRX 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 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.