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Hartford Small Company Fund Cl R5: (MF: IHSUX)

(NASDAQ Mutual Funds) As of Sep 18, 2024 08:00 PM ET

$27.99 USD

+0.04 (0.14%)

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 Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 11.05 42
3 months 6.29 47
6 months 7.03 60
1 Year 19.08 31
3 Year -4.80 85
5 Year 8.62 72
10 Year 8.36 43

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -52.65
Bull Market (2/09 - 3/21) 554.27

Load Adjusted Returns as of Aug 31, 2024

1 Year 10.23
5 Year 6.83
10 Year 7.56
Since Inception 7.27

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 6.97 -2.59 NA NA
2023 2.49 7.38 -5.95 12.48
2022 -12.83 -23.90 0.14 3.63
2021 1.88 2.50 -4.70 1.78
2020 -24.10 38.17 12.87 30.43
2019 22.61 4.81 -4.55 11.65

Annual Return

20242023202220212020201920182017201620152014
% Total Return 11.0516.42-31.161.2954.3836.96-4.0125.642.19-8.006.74
% Total Return Rel to Index -8.48-9.81-12.95-27.3835.985.470.373.85-9.74-9.39-6.90
% Total Return Rel to Peer 0.490.34-11.64-18.0135.3911.526.7510.05-13.75-3.284.06
% Perf Quintile vs Peer* 0.003.005.005.001.001.001.001.005.005.002.00
% 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 ($) 0.000.000.006.522.781.284.000.000.002.584.08
Expense Ratio 1.001.010.990.970.950.950.950.950.970.950.95

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