Nasdaq - Delayed Quote USD

Hartford Core Equity R5 (HGITX)

49.29
-2.25
(-4.37%)
At close: 8:06:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.32%
5y Average Return 17.64%
Number of Years Up 15
Number of Years Down 3
Best 1Y Total Return (Apr 2, 2025) 35.54%
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return 35.54%
Worst 3Y Total Return 6.21%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HGITX
Category
YTD
1.03%
5.31%
1-Month
-1.80%
-4.19%
3-Month
-0.81%
3.90%
1-Year
16.82%
20.31%
3-Year
11.14%
6.48%
5-Year
14.93%
11.78%
10-Year
12.42%
10.96%
Last Bull Market
18.22%
25.56%
Last Bear Market
-15.21%
-15.11%

Annual Total Return (%) History

Year
HGITX
Category
2025
--
--
2024
25.79%
--
2023
21.41%
22.32%
2022
-18.72%
-16.96%
2021
24.48%
26.07%
2020
18.40%
15.83%
2019
33.77%
28.78%
2018
-1.66%
-6.27%

2017
22.03%
20.44%
2016
5.72%
10.37%
2015
6.83%
-1.07%
2014
15.89%
10.96%
2013
35.54%
31.50%
2012
17.31%
14.96%
2011
1.41%
-1.27%
2010
14.45%
14.01%
2009
25.63%
28.17%
2008
-37.44%
-37.79%
2007
8.20%
6.16%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.28% -- -- --
2024 12.04% 4.53% 4.84% 2.45%
2023 5.40% 6.96% -3.58% 11.70%
2022 -6.52% -15.21% -4.14% 6.98%
2021 4.58% 7.75% 0.24% 10.21%
2020 -19.42% 19.04% 9.75% 12.47%
2019 13.63% 5.36% 2.47% 9.04%
2018 1.07% 2.76% 7.62% -12.01%
2017 6.20% 3.70% 2.87% 7.72%
2016 -0.13% 2.36% 1.44% 1.94%

2015 3.44% 1.07% -3.96% 6.41%
2014 2.11% 4.62% 1.15% 7.25%
2013 10.44% 3.47% 7.23% 10.61%
2012 13.99% -3.02% 6.50% -0.37%
2011 6.77% 1.01% -14.13% 9.50%
2010 4.61% -11.73% 11.59% 11.07%
2009 -8.31% 14.35% 13.68% 5.39%
2008 -12.33% -0.08% -9.51% -21.08%
2007 1.58% 6.99% 0.33% -0.77%

Rank in Category (By Total Return)

YTD 71
1-Month 60
3-Month 25
1-Year 44
3-Year 54
5-Year 64

Load Adjusted Returns

1-Year 16.82%
3-Year 11.14%
5-Year 14.93%
10-Year 12.42%

Performance & Risk

YTD Return -3.32%
5y Average Return 17.64%
Rank in Category (ytd) 71
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Hartford Mutual Funds
Net Assets 10.63B
YTD Return 1.03%
Yield 0.61%
Morningstar Rating
Inception Date Dec 22, 2006

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.

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