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The Hartford Growth Opportunities Fund Class I: (MF: HGOIX)
(NASDAQ Mutual Funds) As of Sep 20, 2024 08:00 PM ET
$60.14 USD
-0.06 (-0.10%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 26.65 | 10 |
| 3 months | 6.73 | 27 |
| 6 months | 9.32 | 39 |
| 1 Year | 35.56 | 13 |
| 3 Year | 2.43 | 66 |
| 5 Year | 15.42 | 34 |
| 10 Year | 14.38 | 21 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -54.98 |
| Bull Market (2/09 - 3/21) | 1,063.14 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 39.79 |
| 5 Year | 15.01 |
| 10 Year | 14.70 |
| Since Inception | 12.19 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 18.12 | 7.85 | NA | NA |
| 2023 | 15.01 | 11.71 | -5.05 | 15.57 |
| 2022 | -12.58 | -29.53 | -1.23 | 3.76 |
| 2021 | 1.37 | 6.83 | -0.33 | -0.22 |
| 2020 | -13.34 | 39.38 | 18.84 | 12.76 |
| 2019 | 20.98 | 5.81 | -6.26 | 8.60 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 26.65 | 40.98 | -36.87 | 7.69 | 61.86 | 30.31 | 0.12 | 30.53 | -0.90 | 10.77 | 13.73 |
| % Total Return Rel to Index | 7.10 | 14.73 | -18.66 | -20.99 | 43.46 | -1.17 | 4.52 | 8.74 | -12.84 | 9.38 | 0.08 |
| % Total Return Rel to Peer | 11.69 | 14.85 | -12.00 | -7.14 | 36.08 | 5.10 | 4.54 | 11.29 | -4.41 | 10.59 | 8.07 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 1.00 | 4.00 | 2.00 | 2.00 | 5.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.12 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 11.96 | 7.91 | 2.53 | 10.54 | 3.88 | 1.39 | 3.36 | 7.73 |
| Expense Ratio | 0.89 | 0.84 | 0.84 | 0.82 | 0.83 | 0.85 | 0.84 | 0.89 | 0.93 | 0.89 | 0.91 |
* 1 = Top 20%, 5 = Bottom 20%