HMVTX Mutual Fund

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 77 positions across sectors including Industrials, Financials, Health Care. Inception date: 2010-05-28.

HMVTX performance shows a YTD return of 15.67%. The 1-year return is 19.13% and the 5-year return is 8.63%. HMVTX dividend yield stands at 0.74%, paid annually.

HMVTX top holdings include Pinnacle Financial Partners Inc (1.9%), Wyndham Hotels & Resorts Inc (1.8%), M&T Bank Corp (1.8%), Nasdaq Inc (1.8%), Voya Financial Inc (1.8%). Go to all HMVTX holdings, HMVTX sectors, or HMVTX dividends.

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