Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Hartford Emerging Markets Equity R3 (HERRX)

10.24
+0.03
+(0.29%)
As of 8:06:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 3.13%
5y Average Return 8.53%
Number of Years Up 9
Number of Years Down 4
Best 1Y Total Return (Apr 30, 2025) 41.08%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 41.08%
Worst 3Y Total Return -6.01%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HERRX
Category
YTD
3.33%
8.73%
1-Month
2.20%
1.20%
3-Month
3.33%
5.47%
1-Year
11.18%
41.79%
3-Year
4.58%
11.48%
5-Year
10.38%
12.18%
10-Year
4.40%
4.39%
Last Bull Market
7.06%
17.73%
Last Bear Market
-11.98%
-25.55%

Annual Total Return (%) History

Year
HERRX
Category
2025
--
--
2024
13.63%
--
2023
15.83%
--
2022
-22.12%
--
2021
4.96%
--
2020
9.32%
17.90%
2019
17.05%
19.25%
2018
-16.57%
-16.07%

2017
41.08%
34.17%
2016
10.15%
8.47%
2015
-13.91%
-13.79%
2014
-4.32%
-3.01%
2013
0.79%
-0.14%
2012
17.69%
18.15%
2011
--
-19.86%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.33% -- -- --
2024 5.61% 4.99% 7.79% -4.92%
2023 6.41% 2.24% -0.46% 6.96%
2022 -7.39% -11.98% -12.56% 9.26%
2021 6.65% 6.42% -6.90% -0.68%
2020 -25.82% 17.62% 8.65% 15.33%
2019 9.02% 1.90% -5.27% 11.21%
2018 2.10% -9.13% -1.30% -8.90%
2017 15.36% 5.57% 9.86% 5.44%
2016 4.31% 1.62% 9.72% -5.29%

2015 3.20% 1.61% -16.48% -1.70%
2014 -0.45% 6.75% -4.03% -6.18%
2013 -1.80% -8.47% 7.75% 4.07%
2012 14.91% -9.87% 7.77% 5.44%
2011 -25.59% 5.13% -- --

Rank in Category (By Total Return)

YTD 32
1-Month 9
3-Month 32
1-Year 10
3-Year 14
5-Year 29

Load Adjusted Returns

1-Year 11.18%
3-Year 4.58%
5-Year 10.38%
10-Year 4.40%

Performance & Risk

YTD Return 3.13%
5y Average Return 8.53%
Rank in Category (ytd) 32
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Diversified Emerging Mkts
Fund Family Hartford Mutual Funds
Net Assets 361.43M
YTD Return 3.33%
Yield 2.32%
Morningstar Rating
Inception Date Feb 28, 2017

Fund Summary

The fund invests at least 80% of its assets in equity securities of companies in emerging markets. It will typically seek to be broadly diversified across countries, sectors and industries represented in the MSCI Emerging Markets Index, although the extent of that representation may vary. The fund has no limit on the amount of assets that may be invested in an emerging market country, including China. It may invest in securities of foreign issuers in the form of depositary receipts or other securities that are convertible into securities of foreign issuers.

Related Tickers