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The Hartford Midcap Fund Class R3: (MF: HFMRX)
(NASDAQ Mutual Funds) As of Jun 18, 2025 08:00 PM ET
$29.50 USD
+0.07 (0.24%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.18 | 72 |
| 3 months | 0.76 | 31 |
| 6 months | -8.39 | 83 |
| 1 Year | 3.92 | 80 |
| 3 Year | 3.61 | 93 |
| 5 Year | 5.50 | 96 |
| 10 Year | 6.75 | 87 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2025
| 1 Year | -11.42 |
| 5 Year | 8.00 |
| 10 Year | 5.88 |
| Since Inception | 9.81 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -9.46 | NA | NA | NA |
| 2024 | 7.81 | -6.77 | 4.86 | 0.08 |
| 2023 | 6.06 | 2.21 | -6.33 | 12.22 |
| 2022 | -10.50 | -18.02 | -5.43 | 8.66 |
| 2021 | 4.99 | 2.83 | -3.71 | 4.99 |
| 2020 | -24.32 | 24.88 | 4.24 | 26.06 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.18 | 5.49 | 13.96 | -24.61 | 9.15 | 24.19 | 31.83 | -7.93 | 23.52 | 11.06 | 1.06 |
| % Total Return Rel to Index | -2.24 | -19.53 | -12.28 | -6.40 | -19.52 | 5.79 | 0.34 | -3.54 | 1.72 | -0.87 | -0.32 |
| % Total Return Rel to Peer | -1.58 | -13.90 | -9.03 | -4.91 | -12.90 | 4.27 | 3.41 | -1.07 | 2.84 | 3.24 | 2.66 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 4.00 | 5.00 | 2.00 | 2.00 | 4.00 | 2.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.67 | 0.59 | 2.25 | 4.16 | 3.96 | 1.63 | 3.41 | 1.41 | 0.78 | 1.93 |
| Expense Ratio | 0.00 | 1.47 | 1.46 | 1.45 | 1.45 | 1.47 | 1.45 | 1.46 | 1.47 | 1.48 | 1.47 |
* 1 = Top 20%, 5 = Bottom 20%