Nasdaq - Delayed Quote USD

Hartford Small Cap Value R3 (HSMRX)

12.14 -0.01 (-0.08%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
2,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
2.5
Min Subsequent Investment
250
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

Fund Summary

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.

Fund Overview

Category Small Value
Fund Family Hartford Mutual Funds
Net Assets 124.31M
YTD Return 2.94%
Yield 0.95%
Morningstar Rating
Inception Date Dec 31, 2004

Performance & Risk

YTD Return -0.90%
5y Average Return 6.81%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

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