Nasdaq - Delayed Quote USD
Hartford Small Cap Value F (HSMFX)
10.55
+0.05
+(0.48%)
As of 8:06:06 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -18.63% |
| 5y Average Return | 14.05% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 10, 2025) | 31.92% |
| Worst 1Y Total Return (Apr 10, 2025) | -- |
| Best 3Y Total Return | 31.92% |
| Worst 3Y Total Return | 4.43% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
HSMFX
Category
- YTD
- -8.29%
- 26.79%
- 1-Month
- -5.61%
- -1.77%
- 3-Month
- -8.29%
- 4.45%
- 1-Year
- 1.39%
- 71.02%
- 3-Year
- 3.78%
- 9.35%
- 5-Year
- 19.01%
- 12.17%
- 10-Year
- 6.56%
- 9.95%
- Last Bull Market
- 25.33%
- 28.07%
- Last Bear Market
- -13.75%
- -24.24%
Annual Total Return (%) History
Year
HSMFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -8.29% | -- | -- | -- |
| 2024 | 3.09% | -1.50% | 8.45% | 3.49% |
| 2023 | 2.43% | 1.42% | -1.40% | 14.63% |
| 2022 | -3.34% | -13.75% | -5.69% | 11.97% |
| 2021 | 23.88% | 6.40% | -5.00% | 5.35% |
| 2020 | -37.60% | 21.45% | 1.82% | 35.43% |
| 2019 | 12.92% | 0.20% | -0.98% | 8.21% |
| 2018 | -0.22% | 7.39% | 2.45% | -18.12% |
| 2017 | 0.68% | 5.11% | 2.65% | -- |
Rank in Category (By Total Return)
| YTD | 65 |
| 1-Month | 54 |
| 3-Month | 65 |
| 1-Year | 13 |
| 3-Year | 35 |
| 5-Year | 32 |
Load Adjusted Returns
| 1-Year | 1.39% |
| 3-Year | 3.78% |
| 5-Year | 19.01% |
| 10-Year | 6.56% |
Performance & Risk
| YTD Return | -18.63% |
| 5y Average Return | 14.05% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Value |
| Fund Family | Hartford Mutual Funds |
| Net Assets | 175.21M |
| YTD Return | -8.29% |
| Yield | 1.98% |
| Morningstar Rating | |
| Inception Date | Feb 28, 2017 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small capitalization companies. The fund's sub-adviser primarily invests in securities the advisor believes are undervalued in the marketplace. Based on market or economic conditions, the fund may, through its normal bottom-up stock selection process, focus in one or more sectors of the market.
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