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The Hartford Midcap Fund Class R4: (MF: HFMSX)
(NASDAQ Mutual Funds) As of Oct 1, 2025 08:00 PM ET
$33.18 USD
-0.10 (-0.30%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Aug 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.73 | 84 |
| 3 months | 5.85 | 84 |
| 6 months | 6.73 | 61 |
| 1 Year | 7.37 | 75 |
| 3 Year | 7.32 | 95 |
| 5 Year | 4.92 | 94 |
| 10 Year | 8.11 | 88 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2025
| 1 Year | 7.99 |
| 5 Year | 6.26 |
| 10 Year | 7.60 |
| Since Inception | 10.86 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -9.40 | 13.41 | NA | NA |
| 2024 | 7.89 | -6.67 | 4.93 | 0.16 |
| 2023 | 6.17 | 2.29 | -6.26 | 12.34 |
| 2022 | -10.44 | -17.96 | -5.32 | 8.70 |
| 2021 | 5.08 | 2.91 | -3.64 | 5.09 |
| 2020 | -24.28 | 25.00 | 4.30 | 26.17 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.73 | 5.83 | 14.36 | -24.39 | 9.51 | 24.56 | 32.24 | -7.63 | 23.91 | 11.40 | 1.35 |
| % Total Return Rel to Index | -6.05 | -19.18 | -11.88 | -6.18 | -19.16 | 6.16 | 0.75 | -3.23 | 2.11 | -0.53 | -0.03 |
| % Total Return Rel to Peer | -4.30 | -13.55 | -8.63 | -4.69 | -12.54 | 4.65 | 3.81 | -0.77 | 3.23 | 3.58 | 2.95 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 4.00 | 5.00 | 2.00 | 2.00 | 4.00 | 2.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.67 | 0.59 | 2.25 | 4.16 | 3.96 | 1.63 | 3.41 | 1.41 | 0.78 | 1.93 |
| Expense Ratio | 1.18 | 1.14 | 1.14 | 1.14 | 1.13 | 1.14 | 1.14 | 1.15 | 1.16 | 1.18 | 1.16 |
* 1 = Top 20%, 5 = Bottom 20%