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

(NASDAQ Mutual Funds) As of Aug 4, 2026 05:52 PM ET

$36.95 USD

+1.56 (4.41%)

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 18.32 70
3 months 24.80 23
6 months 18.32 70
1 Year 35.56 43
3 Year 16.38 45
5 Year 2.98 83
10 Year 12.88 19

* 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) 723.34

Load Adjusted Returns as of Jun 30, 2026

1 Year 35.55
5 Year 2.98
10 Year 12.88
Since Inception 8.47

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.19 24.80 NA NA
2025 -8.77 7.94 7.32 6.75
2024 6.97 -2.59 7.98 -0.81
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 18.3212.8211.6116.42-31.161.2954.3836.96-4.0125.642.19
% Total Return Rel to Index -0.28-5.40-13.40-9.81-12.95-27.3835.985.470.373.85-9.74
% Total Return Rel to Peer -3.225.51-0.310.34-11.64-18.0135.3911.526.7510.05-13.75
% Perf Quintile vs Peer* 4.001.003.003.005.005.001.001.001.001.005.00
% 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 1.001.001.001.010.990.970.950.950.950.950.97

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