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Hartford Small Cap Value R4 (HSMSX)

11.14
+0.09
+(0.81%)
At close: 8:01:06 PM EDT
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  • Previous Close 11.05
  • YTD Return -8.31%
  • Expense Ratio 1.21%
  • 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 1.45%
  • 5y Average Return --
  • Holdings Turnover 46.00%
  • Last Dividend 0.19
  • Inception Date Mar 31, 2015

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

2015-03-31

Inception Date

Performance Overview: HSMSX

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Trailing returns as of 4/9/2025. Category is Small Value.

YTD Return

HSMSX
8.31%
Category
26.79%
 

1-Year Return

HSMSX
1.08%
Category
71.02%
 

3-Year Return

HSMSX
3.38%
Category
9.35%
 

5-Year Return

HSMSX
18.57%
Category
12.17%
 

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Holdings: HSMSX

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Sector Weightings

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

Recent News: HSMSX

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Research Reports: HSMSX

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