Back to top
more

Hartford Small Company Hls Fund Class Ib: (MF: HDMBX)

(NASDAQ Mutual Funds) As of Sep 18, 2024 08:00 PM ET

$14.52 USD

+0.02 (0.14%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 11.07 42
3 months 6.28 47
6 months 7.07 59
1 Year 19.18 30
3 Year -4.73 85
5 Year 8.82 69
10 Year 8.30 44

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -52.82
Bull Market (2/09 - 3/21) 600.83

Load Adjusted Returns as of Aug 31, 2024

1 Year 10.26
5 Year 7.04
10 Year 7.49
Since Inception 10.47

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 7.02 -2.64 NA NA
2023 2.58 7.28 -5.98 12.55
2022 -12.65 -23.92 0.06 3.69
2021 1.89 2.63 -4.85 1.82
2020 -24.78 39.00 14.42 29.57
2019 22.49 4.43 -4.55 12.02

Annual Return

20242023202220212020201920182017201620152014
% Total Return 11.0716.45-31.051.3255.0136.77-4.5126.041.78-8.456.81
% Total Return Rel to Index -8.47-9.78-12.84-27.3636.615.28-0.124.25-10.15-9.84-6.82
% Total Return Rel to Peer 0.510.38-11.53-17.9936.0211.346.2610.44-14.16-3.724.14
% Perf Quintile vs Peer* 0.003.005.005.001.001.001.001.005.005.002.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.003.663.393.324.241.480.001.684.364.78
Expense Ratio 1.051.051.041.021.061.041.031.031.010.960.96

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