HSMYX Mutual Fund

HSMYX Mutual Fund (Hartford Small Cap Value Fund Class Y) is managed by Hartford Funds with $128.2M in net assets. HSMYX expense ratio is 0.86%, holding 66 positions across sectors including Financials, Consumer Discretionary, Utilities. Inception date: 2004-12-31.

HSMYX performance shows a YTD return of 18.64%. The 1-year return is 32.23% and the 5-year return is 8.79%. HSMYX dividend yield stands at 2.21%, paid annually.

HSMYX 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 HSMYX holdings, HSMYX sectors, or HSMYX dividends.

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