Back to top
more

Hartford Core Equity Fund Class I: (MF: HGIIX)

(NASDAQ Mutual Funds) As of Sep 15, 2021 08:00 PM ET

 Add to portfolio

$48.38 USD

+0.36 (0.75%)

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, 2021

Total Return %* Percentile Rank Objective
YTD 18.57 62
3 months 7.47 47
6 months 17.92 34
1 Year 29.60 67
3 Year 18.36 39
5 Year 17.97 41
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 9/19) NA

Load Adjusted Returns as of Aug 31, 2021

1 Year 39.09
5 Year 17.22
10 Year NA
Since Inception 14.76

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2021 4.59 7.74 NA NA
2020 -19.45 19.08 9.74 12.47
2019 13.58 5.40 2.48 9.02
2018 1.07 2.74 7.61 -11.98
2017 6.15 3.68 2.89 7.75
2016 -0.12 2.38 1.41 1.91

Annual Return

202120202019201820172016
% Total Return 18.5718.3833.76-1.6422.035.67
% Total Return Rel to Index -2.99-0.012.272.750.24-6.26
% Total Return Rel to Peer -0.40-1.535.345.211.35-2.14
% Perf Quintile vs Peer* 4.003.002.002.003.004.00
% Dividends 0.000.310.310.280.310.18
% Yield 0.600.710.830.961.010.72
Capital Gains ($) 0.000.000.611.230.760.19
Expense Ratio 0.440.460.470.470.520.55

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