Hartford Small Cap Value FundHSMAX

MUTUAL FUNDHartford
Type
Mutual fund
Peer group
US equity: small companies
Net assets
$266.0M
Expense ratio
1.30%
1-year return
+33.1%
3 years, a year
+15.3%
5 years, a year
+6.1%
Holdings
63

What it aims to do.

The Fund seeks long-term capital appreciation.

Top 10 holdings.

Holding% of fund
State Street Global Advisors4.65%
iShares Russell 2000 Value ETF3.39%
ADEA Adeia Inc2.23%
KALU Kaiser Aluminum Corp2.20%
JOBY Ichor Holdings Ltd2.14%
BFH Bread Financial Holdings Inc2.13%
National Storage Affiliates Trust2.11%
KNTK Kinetik Holdings Inc2.07%
PEB Pebblebrook Hotel Trust2.05%
SR Spire Inc2.01%

More on HSMAX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.