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Hartford Small Cap Value Fund Class C: (MF: HTSCX)

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

$12.03 USD

-0.03 (-0.25%)

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 22.17 17
3 months 8.75 7
6 months 16.55 13
1 Year 32.27 32
3 Year 13.37 44
5 Year 7.50 41
10 Year 9.16 74

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -55.39
Bull Market (2/09 - 3/21) 603.40

Load Adjusted Returns as of Jul 31, 2026

1 Year 32.92
5 Year 6.91
10 Year 9.82
Since Inception 7.31

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.50 20.55 NA NA
2025 -8.52 0.72 8.22 1.38
2024 2.76 -1.79 8.11 3.20
2023 2.07 1.12 -1.78 14.18
2022 -3.63 -14.12 -5.92 11.73
2021 23.51 5.98 -5.22 5.06

Annual Return

20262025202420232022202120202019201820172016
% Total Return 22.161.0912.6015.76-13.0030.343.2319.68-11.128.6616.88
% Total Return Rel to Index 12.16-17.12-12.41-10.475.201.66-15.16-11.80-6.72-13.134.95
% Total Return Rel to Peer 1.39-6.200.67-0.316.5111.03-15.75-5.74-0.34-6.930.93
% Perf Quintile vs Peer* 3.005.002.003.002.001.005.005.003.005.003.00
% Dividends 0.000.010.070.050.070.000.010.000.000.000.02
% Yield 0.000.140.650.140.780.000.140.000.000.000.16
Capital Gains ($) 0.000.700.390.210.840.780.000.583.330.600.00
Expense Ratio 2.052.052.052.052.052.042.042.042.042.012.06

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