HSMSX Mutual Fund
HSMSX Mutual Fund
Hartford Small Cap Value Fund Class R4

HSMSX Mutual Fund Overview
HSMSX Mutual Fund (Hartford Small Cap Value Fund Class R4) is managed by Hartford Funds with $248,994.97 in net assets. HSMSX expense ratio is 1.21%, holding 65 positions across sectors including Financials, Consumer Discretionary, Unknown. Inception date: 2011-09-30.
HSMSX performance shows a YTD return of 22.07%. The 1-year return is 42.03% and the 5-year return is 8.44%. HSMSX dividend yield stands at 5.12%, paid annually.
HSMSX top holdings include Ishares Russell 2000 Value ETF (4.2%), State Street Navigator Securities Lending Government Money Market Portfolio (3.4%), Phinia Inc (2.1%), MillerKnoll, Inc. (2.1%), Kennametal Inc (2.1%). View all HSMSX holdings, sector breakdown, or dividend history.
HSMSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HSMSX alternatives are available via the screener, along with tax-loss harvesting opportunities.