Nasdaq - Delayed Quote USD

Hartford Small Cap Value R3 (HSMRX)

13.29 -0.05 (-0.37%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 13.34
  • YTD Return 9.54%
  • Expense Ratio 1.50%
  • Category Small Value
  • Last Cap Gain -7.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 124.89M
  • Beta (5Y Monthly) 0.98
  • Yield 0.89%
  • 5y Average Return --
  • Holdings Turnover 52.00%
  • Last Dividend 0.12
  • 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

124.89M

Net Assets

2015-03-31

Inception Date

Performance Overview: HSMRX

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Trailing returns as of 10/31/2024. Category is Small Value.

YTD Return

HSMRX
9.54%
Category
26.79%
?

1-Year Return

HSMRX
25.45%
Category
71.02%
?

3-Year Return

HSMRX
5.53%
Category
9.35%
?

5-Year Return

HSMRX
10.45%
Category
12.17%
?

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Holdings: HSMRX

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Top 10 Holdings (21.06% of Total Assets)

SymbolCompany% Assets
IWN
iShares Russell 2000 Value ETF 2.54%
CADE
Cadence Bank 2.29%
RDN
Radian Group Inc. 2.16%
PRG
PROG Holdings, Inc. 2.12%
HOMB
Home Bancshares, Inc. (Conway, AR) 2.09%
ATGE
Adtalem Global Education Inc. 2.07%
SHOO
Steven Madden, Ltd. 2.03%
SASR
Sandy Spring Bancorp, Inc. 1.95%
OMCL
Omnicell, Inc. 1.93%
WTTR
Select Water Solutions, Inc. 1.88%

Sector Weightings

Recent News: HSMRX

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Research Reports: HSMRX

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