HSMTX Mutual Fund
HSMTX Mutual Fund
Hartford Small Cap Value Fund Class R5

HSMTX Mutual Fund Overview
HSMTX Mutual Fund (Hartford Small Cap Value Fund Class R5) is managed by Hartford Funds with $219,578.75 in net assets. HSMTX expense ratio is 0.91%, holding 65 positions across sectors including Financials, Consumer Discretionary, Unknown. Inception date: 2011-09-30.
HSMTX performance shows a YTD return of 22.17%. The 1-year return is 35.64% and the 5-year return is 7.72%. HSMTX dividend yield stands at 5.38%, paid annually.
HSMTX 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 HSMTX holdings, sector breakdown, or dividend history.
HSMTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HSMTX alternatives are available via the screener, along with tax-loss harvesting opportunities.