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Nasdaq - Delayed Quote USD

Hartford Small Cap Value F (HSMFX)

10.55
+0.05
+(0.48%)
At close: 8:01:06 PM EDT
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  • Previous Close 10.50
  • YTD Return -8.29%
  • Expense Ratio 0.81%
  • Category Small Value
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 175.21M
  • Beta (5Y Monthly) 1.10
  • Yield 1.98%
  • 5y Average Return --
  • Holdings Turnover 46.00%
  • Last Dividend 0.24
  • Inception Date Feb 28, 2017

Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small capitalization companies. The fund's sub-adviser primarily invests in securities the advisor believes are undervalued in the marketplace. Based on market or economic conditions, the fund may, through its normal bottom-up stock selection process, focus in one or more sectors of the market.

Hartford Mutual Funds

Fund Family

Small Value

Fund Category

175.21M

Net Assets

2017-02-28

Inception Date

Performance Overview: HSMFX

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Trailing returns as of 4/10/2025. Category is Small Value.

YTD Return

HSMFX
8.29%
Category
26.79%
 

1-Year Return

HSMFX
1.39%
Category
71.02%
 

3-Year Return

HSMFX
3.78%
Category
9.35%
 

5-Year Return

HSMFX
19.01%
Category
12.17%
 

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Holdings: HSMFX

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Sector Weightings

SectorHSMFX
Industrials   15.28%
Technology   9.47%
Healthcare   6.96%
Real Estate   4.31%
Utilities   4.09%
Energy   3.52%

Recent News: HSMFX

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Research Reports: HSMFX

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