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Hartford Small Company Fund Cl R3: (MF: IHSRX)

(NASDAQ Mutual Funds) As of Jul 31, 2026 06:01 PM ET

$28.18 USD

-0.29 (-1.02%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 18.00 72
3 months 24.63 24
6 months 18.00 72
1 Year 34.79 46
3 Year 15.70 54
5 Year 2.37 86
10 Year 12.21 26

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -53.02
Bull Market (2/09 - 3/21) 640.22

Load Adjusted Returns as of Jun 30, 2026

1 Year 34.78
5 Year 2.36
10 Year 12.21
Since Inception 7.80

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.31 24.63 NA NA
2025 -8.92 7.75 7.15 6.59
2024 6.86 -2.75 7.78 -0.91
2023 2.32 7.20 -6.10 12.33
2022 -12.96 -24.04 0.00 3.52
2021 1.73 2.34 -4.85 1.61

Annual Return

20262025202420232022202120202019201820172016
% Total Return 18.0012.1010.9815.71-31.560.6753.4436.15-4.6024.931.61
% Total Return Rel to Index -0.54-6.11-14.04-10.53-13.35-28.0135.034.66-0.213.13-10.32
% Total Return Rel to Peer -3.494.79-0.94-0.36-12.04-18.6434.4410.716.179.33-14.33
% Perf Quintile vs Peer* 4.002.003.003.005.005.001.001.001.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.000.000.000.006.522.781.284.000.000.00
Expense Ratio 1.601.601.601.611.591.571.551.551.551.551.58

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