Nasdaq - Delayed Quote USD

Hartford Small Cap Value Y (HSMYX)

12.33
+0.17
+(1.40%)
At close: June 6 at 8:04:15 PM EDT
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  • Previous Close 12.16
  • YTD Return -9.71%
  • Expense Ratio 0.86%
  • Category Small Value
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 168.26M
  • Beta (5Y Monthly) 1.13
  • Yield 1.84%
  • 5y Average Return --
  • Holdings Turnover 46.00%
  • Last Dividend 0.23
  • Inception Date Sep 30, 2011

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

168.26M

Net Assets

2011-09-30

Inception Date

Performance Overview: HSMYX

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Trailing returns as of 6/5/2025. Category is Small Value.

YTD Return

HSMYX
9.71%
Category
26.79%
 

1-Year Return

HSMYX
1.46%
Category
71.02%
 

3-Year Return

HSMYX
4.94%
Category
9.35%
 

5-Year Return

HSMYX
14.84%
Category
12.17%
 

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Holdings: HSMYX

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Sector Weightings

SectorHSMYX
Industrials   18.11%
Technology   8.95%
Healthcare   5.72%
Real Estate   5.15%
Utilities   4.03%
Energy   3.09%

Recent News: HSMYX

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Research Reports: HSMYX

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