HSMTX Mutual Fund

HSMTX Mutual Fund (Hartford Small Cap Value Fund Class R5) is managed by Hartford Funds with $222,136.67 in net assets. HSMTX expense ratio is 0.91%, holding 65 positions across sectors including Financials, Consumer Discretionary, Information Technology. Inception date: 2011-09-30.

HSMTX performance shows a YTD return of 22.17%. The 1-year return is 35.64% and the 5-year return is 7.72%. HSMTX dividend yield stands at 5.38%, paid annually.

HSMTX top holdings include Ishares Russell 2000 Value ETF (4.2%), State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Government Money Market Portfolio (3.4%), Phinia Inc_None_None (2.1%), Herman Miller Inc (2.1%), Kennametal Inc (2.1%). Go to all HSMTX holdings, HSMTX sectors, or HSMTX dividends.

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