Back to top
The Hartford Midcap Fund Class R5: (MF: HFMTX)
(NASDAQ Mutual Funds) As of Jun 18, 2025 08:00 PM ET
$34.31 USD
+0.08 (0.23%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.93 | 68 |
| 3 months | 0.92 | 29 |
| 6 months | -8.11 | 82 |
| 1 Year | 4.58 | 77 |
| 3 Year | 4.25 | 91 |
| 5 Year | 6.15 | 94 |
| 10 Year | 7.40 | 80 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2025
| 1 Year | -10.86 |
| 5 Year | 8.67 |
| 10 Year | 6.53 |
| Since Inception | 10.49 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -9.33 | NA | NA | NA |
| 2024 | 7.95 | -6.62 | 5.03 | 0.24 |
| 2023 | 6.21 | 2.36 | -6.17 | 12.42 |
| 2022 | -10.37 | -17.89 | -5.29 | 8.83 |
| 2021 | 5.16 | 2.98 | -3.57 | 5.16 |
| 2020 | -24.23 | 25.11 | 4.37 | 26.29 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.93 | 6.13 | 14.68 | -24.15 | 9.82 | 24.94 | 32.65 | -7.38 | 24.29 | 11.76 | 1.65 |
| % Total Return Rel to Index | -1.99 | -18.88 | -11.56 | -5.94 | -18.86 | 6.54 | 1.16 | -2.99 | 2.50 | -0.17 | 0.26 |
| % Total Return Rel to Peer | -1.33 | -13.25 | -8.31 | -4.45 | -12.23 | 5.03 | 4.23 | -0.52 | 3.61 | 3.94 | 3.25 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 4.00 | 5.00 | 2.00 | 2.00 | 4.00 | 2.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 0.86 | 0.84 | 0.86 | 0.83 | 0.85 | 0.84 | 0.85 | 0.86 | 0.87 | 0.86 |
* 1 = Top 20%, 5 = Bottom 20%