HBMCX Mutual Fund

HBMCX Mutual Fund (Hartford Mid Cap HLS Fund Class IB) is managed by Hartford Funds with $55.8M in net assets. HBMCX expense ratio is 1.01%, holding 70 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 1999-11-09.

HBMCX performance shows a YTD return of -3.49%. The 1-year return is -6.21% and the 5-year return is -2.43%. HBMCX dividend yield stands at 9.41%, paid annually.

HBMCX top holdings include Interactive Brokers Group Inc Class A (3.6%), Fastenal Co (3.6%), Cloudflare Inc (3.5%), Natera Inc (3.2%), Flex Ltd. Shs (3.1%). Go to all HBMCX holdings, HBMCX sectors, or HBMCX dividends.

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