Nasdaq - Delayed Quote USD

Hartford Core Equity R3 (HGIRX)

53.19
-0.73
(-1.35%)
At close: 8:01:32 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.84%
5y Average Return 14.16%
Number of Years Up 15
Number of Years Down 3
Best 1Y Total Return (May 21, 2025) 34.74%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 34.74%
Worst 3Y Total Return 5.56%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HGIRX
Category
YTD
-4.83%
5.31%
1-Month
-0.41%
-4.19%
3-Month
-7.45%
3.90%
1-Year
10.02%
20.31%
3-Year
10.74%
6.48%
5-Year
13.48%
11.78%
10-Year
11.16%
10.96%
Last Bull Market
17.79%
25.56%
Last Bear Market
-15.32%
-15.11%

Annual Total Return (%) History

Year
HGIRX
Category
2025
--
--
2024
24.99%
--
2023
20.71%
22.32%
2022
-19.22%
-16.96%
2021
23.71%
26.07%
2020
17.71%
15.83%
2019
32.94%
28.78%
2018
-2.26%
-6.27%

2017
21.35%
20.44%
2016
5.06%
10.37%
2015
6.24%
-1.07%
2014
15.13%
10.96%
2013
34.74%
31.50%
2012
16.60%
14.96%
2011
0.77%
-1.27%
2010
13.82%
14.01%
2009
25.07%
28.17%
2008
-37.88%
-37.79%
2007
7.53%
6.16%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.44% -- -- --
2024 11.86% 4.36% 4.67% 2.30%
2023 5.26% 6.81% -3.75% 11.55%
2022 -6.66% -15.32% -4.30% 6.80%
2021 4.41% 7.57% 0.11% 10.03%
2020 -19.58% 18.89% 9.59% 12.33%
2019 13.44% 5.23% 2.30% 8.86%
2018 0.92% 2.57% 7.43% -12.12%
2017 6.04% 3.57% 2.71% 7.58%
2016 -0.29% 2.22% 1.31% 1.74%

2015 3.31% 0.93% -4.14% 6.28%
2014 1.93% 4.47% 0.98% 7.07%
2013 10.32% 3.32% 7.01% 10.47%
2012 13.78% -3.11% 6.35% -0.55%
2011 6.57% 0.87% -14.32% 9.41%
2010 4.45% -11.87% 11.39% 11.01%
2009 -8.42% 14.27% 13.62% 5.19%
2008 -12.47% -0.23% -9.70% -21.22%
2007 1.43% 6.79% 0.20% -0.93%

Rank in Category (By Total Return)

YTD 43
1-Month 29
3-Month 34
1-Year 52
3-Year 54
5-Year 73

Load Adjusted Returns

1-Year 10.02%
3-Year 10.74%
5-Year 13.48%
10-Year 11.16%

Performance & Risk

YTD Return -0.84%
5y Average Return 14.16%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Hartford Mutual Funds
Net Assets 9.94B
YTD Return -4.83%
Yield 0.05%
Morningstar Rating
Inception Date Mar 31, 2015

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in common stocks. Its portfolio seeks to be broadly diversified by industry and company. The fund may invest in a broad range of market capitalizations, but the advisor tends to focus on large capitalization companies with market capitalizations similar to those of companies in the S&P 500 Index.

Related Tickers

FGADX Franklin Gold and Precious Metals Adv
29.64
+3.02%
 
FRGOX Franklin Gold and Precious Metals C
23.20
+3.02%
 
FKRCX Franklin Gold and Precious Metals A
26.98
+3.02%
 
FGPMX Franklin Gold and Precious Metals R6
30.13
+3.01%
 
INIYX VanEck International Investors Gold Y
16.09
+2.16%
 
INIIX VanEck International Investors Gold I
21.98
+2.14%
 
INIVX VanEck International Investors Gold A
15.49
+2.11%
 
USERX U.S. Global Investors Gold & Precious Metals Fund
16.61
+2.09%
 
FEGIX First Eagle Gold I
36.99
+1.96%
 
FEURX First Eagle Gold R6
37.10
+1.95%
 
CVISX Causeway International Small Cap Inv
15.19
+0.80%
 
CIISX Causeway International Small Cap Instl
15.21
+0.80%
 
WFEMX WCM Focused Emerging Markets Investor
16.18
+0.68%
 
WCMEX WCM Focused Emerging Markets Instl
16.42
+0.67%
 
CPAEX Counterpoint Tactical Equity A
22.66
+0.58%
 
CPCEX Counterpoint Tactical Equity C
21.13
+0.57%
 
CPIEX Counterpoint Tactical Equity I
23.18
+0.56%
 
MISMX Matthews EM Sm Coms Instl
24.05
+0.46%
 
MSMLX Matthews EM Sm Coms Inv
24.07
+0.46%
 
KINCX Kinetics Internet Adv C
84.93
+0.40%
 
WWWFX Kinetics Internet No Load
116.21
+0.40%
 
KINAX Kinetics Internet Adv A
104.62
+0.39%
 
JAKRX JHancock Disciplined Value Glb L/S A
15.34
+0.39%
 
SEUPX NAA Mid Growth P
33.57
+0.39%
 
JAKTX JHancock Disciplined Value Glb L/S C
15.29
+0.33%
 
JAKVX JHancock Disciplined Value Glb L/S R6
15.35
+0.33%
 
JAKUX JHancock Disciplined Value Glb L/S I
15.67
+0.32%
 
SAHMX SA International Value
15.18
+0.26%
 
RAIWX Manning & Napier Rainier Intl Discv W
26.22
0.00%
 
QLERX AQR Long-Short Equity R6
18.52
+0.22%
 
AVALX Aegis Value I
44.28
+0.20%
 
QLENX AQR Long-Short Equity N
17.82
+0.17%
 
QLEIX AQR Long-Short Equity I
18.33
+0.16%
 
YFSNX AMG Yacktman Global N
15.11
+0.13%
 
GEMEX GMO Emerging Markets I
25.44
+0.08%
 
GEMNX GMO Emerging Markets R6
25.50
+0.08%
 
YFSIX AMG Yacktman Global I
15.15
+0.07%
 
EACOX Eaton Vance Emerging and Frontier Countries Equity Fund
15.79
+0.06%
 
EICOX Eaton Vance Emerg & Frntr Countrs Eq I
15.93
+0.06%
 
MWFEX Metropolitan West Funds - Flexible Income Fund
38.33
+0.05%
 
FCHKX Fidelity Advisor China Region C
39.72
+0.03%
 
FHKAX Fidelity Advisor China Region A
41.75
+0.02%
 
FHKIX Fidelity Advisor China Region I
42.04
+0.02%
 
FHKCX Fidelity China Region
42.37
+0.02%
 
SDIVX Stock Dividend
18.97
+0.02%
 
GIFIX Guggenheim Floating Rate Strats Instl
23.96
0.00%
 
GIFSX Guggenheim Floating Rate Strats R6
23.97
0.00%
 
FSEAX Fidelity Emerging Asia
53.17
-0.02%
 
DRESX Driehaus Emerging Markets Small Cap Growth Fund
22.40
-0.04%
 
HMEZX NexPoint Merger Arbitrage Z
19.91
-0.05%
 
HMEAX NexPoint Merger Arbitrage A
19.49
-0.05%
 
PDEZX PGIM Jennison Emerging Markets Equity Opportunities Fund
18.35
-0.05%
 
NFRFX Nuveen Floating Rate Income R6
18.07
-0.06%
 
MOWIX Moerus Worldwide Value Institutional
18.02
-0.06%
 
NFRIX Nuveen Floating Rate Income I
17.99
-0.06%
 
NFRAX Nuveen Floating Rate Income A
17.97
-0.06%
 
WWWEX Kinetics Global No Load
17.83
-0.06%
 
FEDIX Fidelity Advisor Emerg Mkts Discv I
17.05
-0.06%
 
FIQGX Fidelity Advisor Emerg Mkts Discv Z
17.03
-0.06%
 
FEDTX Fidelity Advisor Emerg Mkts Discv M
16.89
-0.06%
 
RFRFX Columbia Floating Rate Inst2
33.42
-0.06%
 
CFRYX Columbia Floating Rate Inst3
33.27
-0.06%
 
CFRZX Columbia Floating Rate Inst
33.24
-0.06%
 
FEDGX Fidelity Advisor Emerg Mkts Discv C
16.41
-0.06%
 
APHIX Artisan International Fund
32.75
-0.06%
 
ARTIX Artisan International Investor
32.55
-0.06%
 
KGLCX Kinetics The Global Fund
16.26
-0.06%
 
APDIX Artisan International Fund
32.38
-0.06%
 
VWSTX Vanguard Ultra Short-Term Tx-Ex
15.75
-0.06%
 
VWSUX Vanguard Ultra Short-Term Tx-Ex Adm
15.75
-0.06%
 
CVSCX Calamos Market Neutral Income C
15.56
-0.06%
 
CVSIX Calamos Market Neutral Income A
15.50
-0.06%
 
CMNIX Calamos Market Neutral Income I
15.30
-0.07%
 
CVSOX Calamos Market Neutral Income R6
15.30
-0.07%
 
VTSPX Vanguard Shrt-Term Infl-Prot Sec Idx Ins
25.03
-0.08%
 
VTAPX Vanguard Shrt-Term Infl-Prot Sec Idx Adm
25.01
-0.08%
 
GILPX Guggenheim Limited Duration P
24.45
-0.08%
 
GMODX GMO Opportunistic Income Fund
24.30
-0.08%
 
FIMKX Fidelity Advisor Focused Em Mkts I
34.05
-0.09%
 
FZAEX Fidelity Advisor Focused Em Mkts Z
33.97
-0.09%
 
FAMKX Fidelity Advisor Focused Em Mkts A
33.96
-0.09%
 
FTMKX Fidelity Advisor Focused Em Mkts M
33.49
-0.09%
 
EITEX Parametric Tax-Managed Emerging Markets Fund
43.30
-0.09%
 
FMCKX Fidelity Advisor Focused Em Mkts C
31.51
-0.10%
 
FPEIX First Trust Preferred Sec & Inc I
19.58
-0.10%
 
PDEQX PGIM Jennison Emerging Markets Equity Opportunities Fund
18.39
-0.11%
 
WIESX Wasatch Emerging Markets Select Instl
18.15
-0.11%
 
MOWNX Moerus Worldwide Value N
17.96
-0.11%
 
PDEAX PGIM Jennison Emerging Markets Equity Opportunities Fund
17.87
-0.11%
 
KGLAX Kinetics The Global Fund
17.68
-0.11%
 
WAESX Wasatch Emerging Markets Select Investor
17.62
-0.11%
 
FEDDX Fidelity Emerging Markets Discovery
17.01
-0.12%
 
GQGIX GQG Partners Emerging Markets EquityInst
16.98
-0.12%
 
GQGRX GQG Partners Emerging Markets Equity R6
16.98
-0.12%
 
FEDAX Fidelity Advisor Emerg Mkts Discv A
16.88
-0.12%
 
GQGPX GQG Partners Emerging Markets Equity Inv
16.87
-0.12%
 
GILDX Guggenheim Limited Duration A
24.46
-0.12%
 
GILHX Guggenheim Limited Duration Instl
24.45
-0.12%
 
GIKRX Guggenheim Limited Duration R6
24.44
-0.12%
 
FTMAX First Trust Multi-Strategy Cl A
23.68
-0.13%