HSMVX Mutual Fund

HSMVX Mutual Fund (Hartford Small Cap Value Fund Class R6) is managed by Hartford Funds with $18.1M in net assets. HSMVX expense ratio is 0.81%, holding 63 positions across sectors including Financials, Consumer Discretionary, Utilities. Inception date: 2018-02-28.

HSMVX performance shows a YTD return of 22.19%. The 1-year return is 33.88% and the 5-year return is 8.86%. HSMVX dividend yield stands at 5.60%, paid annually.

HSMVX top holdings include Ishares Russell 2000 Value ETF (4.3%), Herman Miller Inc (2.1%), Atlantic Union Bankshares Corp. (2.1%), Prog Holdings Inc (2.0%), Msc Industrial Direct Co Inc (2.0%). Go to all HSMVX holdings, HSMVX sectors, or HSMVX dividends.

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