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Hartford Small Cap Value Fund Class R4: (MF: HSMSX)

(NASDAQ Mutual Funds) As of Aug 27, 2026 04:48 PM ET

$15.82 USD

-0.05 (-0.32%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 22.76 15
3 months 8.98 7
6 months 17.10 9
1 Year 33.39 27
3 Year 14.37 35
5 Year 8.43 30
10 Year 10.09 53

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jul 31, 2026

1 Year 35.38
5 Year 7.81
10 Year 10.75
Since Inception 11.36

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.68 20.79 NA NA
2025 -8.31 0.96 8.50 1.57
2024 2.97 -1.63 8.39 3.38
2023 2.27 1.33 -1.58 14.53
2022 -3.43 -13.86 -5.80 11.97
2021 23.73 6.27 -5.14 5.34

Annual Return

20262025202420232022202120202019201820172016
% Total Return 22.752.0213.5016.83-12.2731.394.2420.59-10.419.5317.86
% Total Return Rel to Index 12.62-16.19-11.51-9.415.932.71-14.16-10.89-6.02-12.265.92
% Total Return Rel to Peer 1.85-5.281.580.757.2412.08-14.75-4.830.35-6.061.91
% Perf Quintile vs Peer* 3.005.002.003.002.001.004.005.003.005.003.00
% Dividends 0.000.120.180.150.160.090.100.080.020.010.08
% Yield 0.000.881.290.921.380.660.900.730.170.040.59
Capital Gains ($) 0.000.700.390.210.850.780.000.583.330.600.00
Expense Ratio 1.201.201.201.201.201.201.201.201.201.201.21

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