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Hartford Core Equity Fund Class C: (MF: HGICX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$49.05 USD
-0.14 (-0.29%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.54 | 58 |
| 3 months | 9.49 | 55 |
| 6 months | 4.54 | 58 |
| 1 Year | 11.72 | 58 |
| 3 Year | 16.89 | 47 |
| 5 Year | 13.79 | 51 |
| 10 Year | 11.67 | 41 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 88.74 |
| Bear Market (10/07 - 2/09) | -48.34 |
| Bull Market (2/09 - 3/21) | 821.11 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 10.60 |
| 5 Year | 13.78 |
| 10 Year | 11.68 |
| Since Inception | 7.49 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.52 | 9.49 | NA | NA |
| 2024 | 11.78 | 4.26 | 4.57 | 2.19 |
| 2023 | 5.16 | 6.71 | -3.83 | 11.41 |
| 2022 | -6.75 | -15.41 | -4.36 | 6.68 |
| 2021 | 4.31 | 7.47 | 0.00 | 9.93 |
| 2020 | -19.66 | 18.76 | 9.48 | 12.20 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.54 | 24.54 | 20.23 | -19.53 | 23.25 | 17.21 | 32.44 | -2.61 | 20.82 | 4.61 | 5.79 |
| % Total Return Rel to Index | -1.66 | -0.47 | -6.01 | -1.32 | -5.43 | -1.19 | 0.95 | 1.77 | -0.96 | -7.31 | 4.40 |
| % Total Return Rel to Peer | -0.59 | 5.15 | -2.76 | 0.16 | 1.19 | -2.70 | 4.01 | 4.24 | 0.15 | -3.20 | 7.39 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 | 3.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.05 | 0.06 | 0.00 | 0.00 | 0.04 | 0.00 | 0.06 | 0.01 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.17 | 0.00 | 0.00 | 0.13 | 0.00 | 0.23 | 0.07 | 0.00 |
| Capital Gains ($) | 0.00 | 4.43 | 0.91 | 1.11 | 1.25 | 0.00 | 0.61 | 1.23 | 0.76 | 0.19 | 0.43 |
| Expense Ratio | 1.46 | 1.45 | 1.45 | 1.45 | 1.45 | 1.47 | 1.47 | 1.48 | 1.50 | 1.55 | 1.62 |
* 1 = Top 20%, 5 = Bottom 20%