Nasdaq - Delayed Quote USD

Hartford Healthcare R6 (HGHVX)

40.54
+0.81
+(2.04%)
At close: 4:48:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -9.19%
5y Average Return 2.53%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (May 14, 2025) 23.02%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 23.02%
Worst 3Y Total Return -2.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HGHVX
Category
YTD
-1.04%
7.95%
1-Month
-1.69%
4.81%
3-Month
-6.69%
7.18%
1-Year
-3.46%
30.16%
3-Year
2.40%
16.10%
5-Year
4.69%
15.71%
10-Year
6.72%
15.27%
Last Bull Market
4.40%
23.06%
Last Bear Market
-9.49%
-13.88%

Annual Total Return (%) History

Year
HGHVX
Category
2025
--
--
2024
0.33%
--
2023
4.16%
--
2022
-11.41%
--
2021
10.37%
--
2020
23.02%
27.63%
2019
--
26.23%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.67% -- -- --
2024 7.49% -0.16% 5.78% -11.61%
2023 -3.68% 5.85% -5.84% 8.51%
2022 -7.54% -9.49% -4.52% 10.86%
2021 -0.45% 8.78% -2.00% 4.00%
2020 -13.32% 21.02% 6.14% 10.49%
2019 1.51% -3.45% 19.55% --

Rank in Category (By Total Return)

YTD 46
1-Month 64
3-Month 50
1-Year 77
3-Year 57
5-Year 55

Load Adjusted Returns

1-Year -3.46%
3-Year 2.40%
5-Year 4.69%
10-Year 6.72%

Performance & Risk

YTD Return -9.19%
5y Average Return 2.53%
Rank in Category (ytd) 46
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.68
Morningstar Risk Rating

Fund Overview

Category Health
Fund Family Hartford Mutual Funds
Net Assets 861.87M
YTD Return -1.04%
Yield 0.47%
Morningstar Rating
Inception Date Aug 31, 2006

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in the equity securities of health care-related companies worldwide as selected by the sub-adviser, Wellington Management Company LLP ("Wellington Management"). The fund takes a broad approach to investing in the health care sector. It may invest in health-related companies, including companies in the pharmaceuticals, biotechnology, medical delivery, medical products, medical services, managed health care, health information services and emerging health-related subsectors.

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