HSMSX Mutual Fund

HSMSX Mutual Fund (Hartford Small Cap Value Fund Class R4) is managed by Hartford Funds with $248,453.68 in net assets. HSMSX expense ratio is 1.21%, holding 66 positions across sectors including Financials, Consumer Discretionary, Utilities. Inception date: 2011-09-30.

HSMSX performance shows a YTD return of 18.26%. The 1-year return is 31.82% and the 5-year return is 8.42%. HSMSX dividend yield stands at 0.81%, paid annually.

HSMSX 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 HSMSX holdings, HSMSX sectors, or HSMSX dividends.

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