HMVTX Mutual Fund
HMVTX Mutual Fund
The Hartford Mid Cap Value Fund Class R5
HMVTX Mutual Fund Overview
HMVTX Mutual Fund (The Hartford Mid Cap Value Fund Class R5) is managed by Hartford Funds with $2.3M in net assets. HMVTX expense ratio is 0.88%, holding 86 positions across sectors including Industrials, Unknown, Financials. Inception date: 2010-05-28.
HMVTX performance shows a YTD return of 16.81%. The 1-year return is 27.40% and the 5-year return is 10.65%. HMVTX dividend yield stands at 3.64%, paid annually.
HMVTX top holdings include Harris Corporation (2.4%), Mks Instruments Inc (2.2%), U.S. Foods Holding Corp. (2.1%), Xpo, Inc. (2.1%), M&t Bank Corp. (2.0%). View all HMVTX holdings, sector breakdown, or dividend history.
HMVTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HMVTX alternatives are available via the screener, along with tax-loss harvesting opportunities.