HSMRX : Hartford Small Cap Value Fund Class R3

HSMRX is a US Stocks Market Small Value with HIGH fees.

HSMRX

Hartford Small Cap Value Fund Class R3

FI Score

27 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

27% FI Score
  • hsmrx
  • Mutual Fund
  • US Stocks
  • Small Value

Hartford Small Cap Value Fund Class R3

Expenses: 1.42% (Better than 0% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. 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 and uses fundamental analysis to evaluate a security for purchase or sale by the fund. 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.

Largest Holdings

Amount Holding
2.46% Radian Group Inc
2.07% Home BancShares Inc
2.04% Xperi Corp
2.02% Tower Semiconductor Ltd
2.00% Kennametal Inc
1.99% Plantronics Inc
1.97% Hostess Brands Inc Class A
1.96% BrightView Holdings Inc
1.90% Kontoor Brands Inc
1.90% CoreCivic Inc
1.90% First Interstate BancSystem Inc
1.88% Medifast Inc
1.88% EnerSys
1.86% Bank OZK
1.86% Hilltop Holdings Inc
1.84% Federal Agricultural Mortgage Corp Class C
1.81% Tegna Inc
1.80% Adtalem Global Education Inc
1.80% Avid Technology Inc
1.80% Envista Holdings Corp Ordinary Shares
1.77% Edgewell Personal Care Co
1.75% Evertec Inc
1.75% Sturm Ruger & Co Inc
1.75% Ichor Holdings Ltd
1.72% Opus Bank

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