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Hartford Capital Appreciation Hls Fund Class Ic: (MF: HCPCX)

(NASDAQ Mutual Funds) As of Apr 9, 2026 05:11 PM ET

$51.17 USD

+0.35 (0.69%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -0.88 52
3 months -0.82 46
6 months 4.74 35
1 Year 12.38 53
3 Year 16.16 65
5 Year 8.96 58
10 Year 12.33 72

* Annual for three years and beyond.

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

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.16
5 Year 9.40
10 Year 11.36
Since Inception 10.15

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -6.00 9.44 6.40 3.37
2024 8.65 3.17 5.92 1.56
2023 5.71 5.82 -4.62 11.88
2022 -4.72 -15.66 -5.14 10.58
2021 3.93 5.63 -1.13 5.17

Annual Return

20262025202420232022202120202019201820172016
% Total Return -0.8813.1620.6019.37-15.7114.1621.3030.63-7.3821.484.98
% Total Return Rel to Index -0.71-5.05-4.42-6.872.49-14.512.89-0.86-2.99-0.31-6.94
% Total Return Rel to Peer 0.531.17-1.41-6.759.15-0.66-4.485.42-2.972.241.48
% Perf Quintile vs Peer* 2.003.000.004.001.004.003.004.004.004.003.00
% Dividends 0.000.070.140.150.110.010.220.420.200.320.27
% Yield 0.000.110.260.130.240.030.380.800.440.610.58
Capital Gains ($) 0.006.562.190.746.284.923.535.265.012.604.27
Expense Ratio 0.001.171.171.171.171.171.181.181.171.181.18

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