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Nasdaq - Delayed Quote USD

Hartford MidCap Value I (HMVJX)

14.02
+0.10
+(0.72%)
At close: 8:04:17 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -11.79%
5y Average Return 13.96%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Apr 16, 2025) 34.30%
Worst 1Y Total Return (Apr 16, 2025) --
Best 3Y Total Return 34.30%
Worst 3Y Total Return 2.91%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HMVJX
Category
YTD
-3.74%
21.28%
1-Month
-3.86%
-1.96%
3-Month
-3.74%
4.90%
1-Year
0.50%
55.83%
3-Year
4.23%
11.08%
5-Year
16.57%
11.93%
10-Year
6.97%
10.64%
Last Bull Market
17.47%
25.54%
Last Bear Market
-13.95%
-22.08%

Annual Total Return (%) History

Year
HMVJX
Category
2025
--
--
2024
11.15%
--
2023
16.15%
--
2022
-7.82%
--
2021
28.34%
--
2020
0.51%
2.63%
2019
30.79%
25.18%
2018
-14.45%
-12.86%

2017
13.17%
13.22%
2016
12.57%
18.06%
2015
-1.35%
-5.41%
2014
8.02%
9.31%
2013
34.30%
35.14%
2012
24.61%
16.60%
2011
-8.84%
-3.96%
2010
--
21.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.74% -- -- --
2024 6.46% -3.09% 10.06% -2.11%
2023 3.49% 4.80% -4.21% 11.80%
2022 1.17% -13.95% -5.00% 11.45%
2021 13.02% 3.35% -0.06% 9.93%
2020 -31.34% 15.96% 1.50% 24.37%
2019 13.29% 3.42% 3.02% 8.37%
2018 -1.33% 2.05% 2.82% -17.38%
2017 3.56% 0.00% 4.45% 4.62%
2016 -0.44% 1.32% 5.15% 6.13%

2015 5.92% -1.13% -9.90% 4.56%
2014 4.55% 3.99% -5.06% 4.65%
2013 12.09% 1.99% 5.93% 10.90%
2012 17.79% -5.46% 6.46% 5.12%
2011 6.41% -2.17% -22.33% 12.75%
2010 13.70% 13.88% -- --

Rank in Category (By Total Return)

YTD 79
1-Month 62
3-Month 79
1-Year 54
3-Year 58
5-Year 64

Load Adjusted Returns

1-Year 0.50%
3-Year 4.23%
5-Year 16.57%
10-Year 6.97%

Performance & Risk

YTD Return -11.79%
5y Average Return 13.96%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family Hartford Mutual Funds
Net Assets 1.11B
YTD Return -3.74%
Yield 0.94%
Morningstar Rating
Inception Date Feb 28, 2017

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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