HDMBX Mutual Fund
HDMBX Mutual Fund
Hartford Small Company HLS Fund Class IB
HDMBX Mutual Fund Overview
HDMBX Mutual Fund (Hartford Small Company HLS Fund Class IB) is managed by Hartford Funds with $38.0M in net assets. HDMBX expense ratio is 1.06%, holding 118 positions across sectors including Health Care, Industrials, Information Technology. Inception date: 1998-04-01.
HDMBX performance shows a YTD return of 17.28%. The 1-year return is 35.42% and the 5-year return is 8.80%. HDMBX dividend yield stands at 0.20%, paid annually.
HDMBX top holdings include Nextracker Inc Ordinary Shares - Class A (2.8%), Mks Instruments Inc (2.4%), Modine Manufacturing Company (2.3%), Zurn Elkay Water Solutions (2.2%), American Healthcare REIT Inc (2.1%). View all HDMBX holdings, sector breakdown, or dividend history.
HDMBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HDMBX alternatives are available via the screener, along with tax-loss harvesting opportunities.