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Hartford Core Equity Fund Class Y: (MF: HGIYX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$51.59 USD
-0.07 (-0.14%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -4.62 | 34 |
| 3 months | -7.31 | 25 |
| 6 months | -1.12 | 23 |
| 1 Year | 10.70 | 28 |
| 3 Year | 11.45 | 31 |
| 5 Year | 14.19 | 36 |
| 10 Year | 11.86 | 24 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 100.77 |
| Bear Market (10/07 - 2/09) | -47.55 |
| Bull Market (2/09 - 3/21) | 979.35 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 7.47 |
| 5 Year | 16.81 |
| 10 Year | 11.91 |
| Since Inception | 8.45 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.27 | NA | NA | NA |
| 2024 | 12.05 | 4.53 | 4.83 | 2.44 |
| 2023 | 5.39 | 6.98 | -3.59 | 11.69 |
| 2022 | -6.53 | -15.18 | -4.14 | 7.00 |
| 2021 | 4.56 | 7.76 | 0.25 | 10.21 |
| 2020 | -19.42 | 19.06 | 9.74 | 12.48 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -4.62 | 25.79 | 21.41 | -18.69 | 24.51 | 18.42 | 33.81 | -1.57 | 22.10 | 5.78 | 6.90 |
| % Total Return Rel to Index | 0.28 | 0.77 | -4.82 | -0.48 | -4.17 | 0.02 | 2.32 | 2.81 | 0.30 | -6.15 | 5.51 |
| % Total Return Rel to Peer | 0.84 | 6.40 | -1.58 | 1.00 | 2.45 | -1.49 | 5.39 | 5.28 | 1.42 | -2.03 | 8.50 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 1.00 | 3.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.35 | 0.46 | 0.46 | 0.34 | 0.31 | 0.32 | 0.29 | 0.34 | 0.20 | 0.07 |
| % Yield | 0.00 | 0.58 | 0.66 | 1.09 | 0.64 | 0.71 | 0.85 | 1.00 | 1.08 | 0.79 | 0.29 |
| Capital Gains ($) | 0.00 | 4.43 | 0.91 | 1.12 | 1.25 | 0.00 | 0.61 | 1.23 | 0.76 | 0.19 | 0.43 |
| Expense Ratio | 0.00 | 0.45 | 0.44 | 0.44 | 0.44 | 0.45 | 0.43 | 0.42 | 0.42 | 0.43 | 0.50 |
* 1 = Top 20%, 5 = Bottom 20%