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Hartford Stock Hls Fd Cl Ia: (MF: HSTAX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 04:48 PM ET

$87.25 USD

-0.64 (-0.73%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 3.00 93
3 months -0.51 61
6 months 8.62 62
1 Year 6.07 89
3 Year 10.07 92
5 Year 6.62 87
10 Year 10.61 59

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 104.63
Bear Market (10/07 - 2/09) -55.62
Bull Market (2/09 - 3/21) 905.65

Load Adjusted Returns as of Sep 30, 2026

1 Year 6.07
5 Year 6.61
10 Year 10.61
Since Inception 6.63

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.17 9.18 -0.51 NA
2025 0.02 3.44 1.33 2.97
2024 5.95 -1.61 9.56 -4.79
2023 0.00 3.44 -5.56 10.27
2022 -2.08 -9.33 -5.55 13.13
2021 4.36 6.71 0.64 11.49

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.007.968.747.71-5.1324.9712.0731.22-0.1419.847.41
% Total Return Rel to Index -9.74-10.25-16.27-18.5313.07-3.70-6.32-0.264.25-1.95-4.52
% Total Return Rel to Peer -7.06-7.09-7.09-7.565.650.633.875.587.412.43-3.90
% Perf Quintile vs Peer* 5.005.005.005.002.003.002.001.001.002.005.00
% Dividends 0.161.121.641.251.621.291.471.461.321.371.26
% Yield 1.131.001.520.971.461.051.391.391.621.651.78
Capital Gains ($) 12.9413.633.074.7610.563.896.187.890.000.000.00
Expense Ratio 0.520.520.510.510.510.510.520.510.510.520.52

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