Nasdaq - Delayed Quote USD

Hartford MidCap Value R5 (HMVTX)

17.05
-0.44
(-2.52%)
At close: 8:01:32 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.80%
5y Average Return 14.47%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (May 20, 2025) 34.32%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 34.32%
Worst 3Y Total Return 2.99%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HMVTX
Category
YTD
-8.53%
21.28%
1-Month
-4.96%
-1.96%
3-Month
-12.23%
4.90%
1-Year
-0.10%
55.83%
3-Year
4.42%
11.08%
5-Year
12.86%
11.93%
10-Year
6.54%
10.64%
Last Bull Market
17.44%
25.54%
Last Bear Market
-13.95%
-22.08%

Annual Total Return (%) History

Year
HMVTX
Category
2025
--
--
2024
11.18%
--
2023
16.11%
--
2022
-7.89%
--
2021
28.38%
--
2020
0.48%
2.63%
2019
30.74%
25.18%
2018
-14.49%
-12.86%

2017
13.36%
13.22%
2016
12.70%
18.06%
2015
-1.31%
-5.41%
2014
7.98%
9.31%
2013
34.32%
35.14%
2012
24.70%
16.60%
2011
-8.79%
-3.96%
2010
--
21.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.76% -- -- --
2024 6.48% -3.09% 10.12% -2.15%
2023 3.46% 4.87% -4.26% 11.76%
2022 1.12% -13.95% -5.03% 11.46%
2021 13.07% 3.35% -0.10% 9.97%
2020 -31.32% 16.00% 1.46% 24.31%
2019 13.27% 3.36% 3.05% 8.37%
2018 -1.35% 2.09% 2.81% -17.40%
2017 3.65% 0.00% 4.46% 4.70%
2016 -0.41% 1.31% 5.17% 6.21%

2015 5.96% -1.12% -9.87% 4.52%
2014 4.56% 3.96% -5.02% 4.59%
2013 12.11% 1.96% 5.97% 10.88%
2012 17.89% -5.44% 6.40% 5.14%
2011 6.45% -2.15% -22.34% 12.75%
2010 13.71% 13.81% -- --

Rank in Category (By Total Return)

YTD 86
1-Month 80
3-Month 90
1-Year 77
3-Year 64
5-Year 66

Load Adjusted Returns

1-Year -0.10%
3-Year 4.42%
5-Year 12.86%
10-Year 6.54%

Performance & Risk

YTD Return -1.80%
5y Average Return 14.47%
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family Hartford Mutual Funds
Net Assets 1.05B
YTD Return -8.53%
Yield 0.87%
Morningstar Rating
Inception Date May 28, 2010

Fund Summary

The fund seeks to achieve its investment objective by investing at least 80% of its assets in mid-capitalization companies, focusing on securities that the sub-adviser believes are undervalued in the marketplace. The sub-adviser defines mid-capitalization companies as companies with market capitalizations within the collective range of the Russell Midcap and S&P MidCap 400 Indices. The fund may invest up to 15% of its net assets in securities of foreign issuers and non-dollar securities.

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