Morningstar

Hartford Small Cap Value Fund Class R4 HSMSX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 15.89  /  +0.63 %
  • Total Assets 287.7M
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.200%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.75%
  • Turnover 60%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:38 AM GMT+0

Morningstar’s Analysis HSMSX

Will HSMSX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HSMSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HSMSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HSMSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Small Cap Value R4 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings HSMSX

More HSMSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Russell 2000 Value ETF

4.07 11M
—

Bread Financial Holdings Inc

2.21 6M
Financial Services

Pebblebrook Hotel Trust

2.11 6M
Real Estate

National Storage Affiliates Trust

2.08 6M
Real Estate

Steven Madden Ltd

2.03 5M
Consumer Cyclical

Renasant Corp

2.01 5M
Financial Services

Select Water Solutions Inc Class A

1.97 5M
Energy

MSC Industrial Direct Co Inc Class A

1.94 5M
Industrials

Quaker Houghton

1.92 5M
Basic Materials

Atlantic Union Bankshares Corp

1.90 5M
Financial Services

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