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Hartford Core Equity Fund Class Y: (MF: HGIYX)

(NASDAQ Mutual Funds) As of Aug 25, 2026 05:23 PM ET

$60.51 USD

+0.23 (0.38%)

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

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 7.83 55
3 months 2.98 59
6 months 6.21 56
1 Year 14.78 51
3 Year 17.64 33
5 Year 10.62 32
10 Year 13.85 34

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 100.77
Bear Market (10/07 - 2/09) -47.55
Bull Market (2/09 - 3/21) 1,203.64

Load Adjusted Returns as of Jul 31, 2026

1 Year 17.34
5 Year 11.09
10 Year 14.14
Since Inception 9.03

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.23 12.31 NA NA
2025 -4.27 9.76 6.83 2.11
2024 12.05 4.53 4.83 2.44
2023 5.39 6.98 -3.59 11.69
2022 -6.53 -15.18 -4.14 7.00
2021 4.56 7.76 0.25 10.21

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.8314.6325.7921.41-18.6924.5118.4233.81-1.5722.105.78
% Total Return Rel to Index -2.64-3.580.77-4.82-0.48-4.170.022.322.810.30-6.15
% Total Return Rel to Peer -2.401.926.40-1.581.002.45-1.495.395.281.42-2.03
% Perf Quintile vs Peer* 4.003.002.003.003.003.003.002.002.003.004.00
% Dividends 0.000.290.350.460.460.340.310.320.290.340.20
% Yield 0.000.460.580.541.090.640.710.851.001.080.79
Capital Gains ($) 0.006.124.430.911.121.250.000.611.230.760.19
Expense Ratio 0.460.450.450.440.440.440.450.430.420.420.43

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