Hartford Small Cap Fund Quote
| HSMAX Fund | USD 11.38 0.07 0.61% |
PerformanceVery Weak
| Odds Of DistressLow
|
Hartford Small is trading at 11.38 as of the 14th of March 2025; that is 0.61% down since the beginning of the trading day. The fund's open price was 11.45. Hartford Small has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 14th of December 2024 and ending today, the 14th of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in common stocks of small capitalization companies. The funds 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.. More on Hartford Small Cap
Moving together with Hartford Mutual Fund
Hartford Mutual Fund Highlights
| Fund Concentration | Hartford Mutual Funds, Large Funds, Small Value Funds, Small Value, Hartford Mutual Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Hartford Small Cap [HSMAX] is traded in USA and was established 14th of March 2025. Hartford Small is listed under Hartford Mutual Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Hartford Mutual Funds family. This fund currently has accumulated 119.52 M in assets under management (AUM) with no minimum investment requirementsHartford Small Cap is currently producing year-to-date (YTD) return of 0.71% with the current yeild of 0.01%, while the total return for the last 3 years was 5.5%.
Check Hartford Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hartford Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hartford Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Hartford Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Hartford Small Cap Mutual Fund Constituents
| CXW | CoreCivic | Stock | Industrials | |
| VSH | Vishay Intertechnology | Stock | Information Technology | |
| CADE | Cadence Bancorp | Stock | Financials | |
| BLX | Foreign Trade Bank | Stock | Financials | |
| HTH | Hilltop Holdings | Stock | Financials | |
| PLCE | Childrens Place | Stock | Consumer Discretionary | |
| AGM | Federal Agricultural Mortgage | Stock | Financials | |
| BV | BrightView Holdings | Stock | Industrials |
Hartford Small Cap Risk Profiles
| Mean Deviation | 0.8503 | |||
| Standard Deviation | 1.1 | |||
| Variance | 1.21 | |||
| Risk Adjusted Performance | (0.23) |
Hartford Small Against Markets
Other Information on Investing in Hartford Mutual Fund
Hartford Small financial ratios help investors to determine whether Hartford Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hartford with respect to the benefits of owning Hartford Small security.
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