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Hartford Small Cap Growth Hls Fund Class Ib: (MF: HBSGX)

(NASDAQ Mutual Funds) As of Aug 4, 2026 05:50 PM ET

$27.44 USD

+1.33 (5.09%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 24.80 24
3 months 26.71 17
6 months 24.80 24
1 Year 39.55 29
3 Year 16.21 47
5 Year 4.58 75
10 Year 10.92 53

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -52.11
Bull Market (2/09 - 3/21) 960.14

Load Adjusted Returns as of Jun 30, 2026

1 Year 39.54
5 Year 4.57
10 Year 10.92
Since Inception 10.80

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.50 26.71 NA NA
2025 -12.88 9.36 8.54 3.01
2024 7.65 -1.43 7.51 -1.09
2023 4.42 8.14 -6.35 11.71
2022 -14.12 -19.49 -1.12 4.41
2021 1.86 3.04 -1.43 0.28

Annual Return

20262025202420232022202120202019201820172016
% Total Return 24.806.5312.8318.14-28.613.7532.9135.47-11.8819.7512.04
% Total Return Rel to Index 8.21-11.68-12.18-8.10-10.41-24.9214.513.98-7.49-2.040.10
% Total Return Rel to Peer 5.26-0.770.912.06-9.10-15.5513.9110.04-1.114.15-3.91
% Perf Quintile vs Peer* 1.004.002.002.005.005.002.001.003.002.004.00
% Dividends 0.000.740.020.000.000.000.000.000.000.000.00
% Yield 0.002.560.082.430.000.000.000.000.000.000.00
Capital Gains ($) 0.005.130.000.004.793.191.125.692.090.001.13
Expense Ratio 0.000.910.900.900.890.880.920.890.890.900.90

* 1 = Top 20%, 5 = Bottom 20%