Nasdaq - Delayed Quote USD

Hartford Small Cap Value R5 (HSMTX)

12.50
+0.14
+(1.13%)
As of 8:06:07 AM EDT. Market Open.

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 36.47%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 3

Performance & Risk

YTD Return -7.61%
5y Average Return 12.20%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
HSMTXCategory AverageHSMTXCategory AverageHSMTXCategory Average
Alpha -8.87 -0.12 -0.54 -0.08 -6.63 -0.07
BETA 1.13 0.01 1.04 0.01 1.16 0.01
Mean Annual Return 0.61 0.01 1.35 0.01 0.71 0.01
R-squared 65.3 0.78 59.14 0.72 68.37 0.73
Standard Deviation 23.23 0.28 21.85 0.23 21.75 0.2
Sharpe Ratio 0.11 0 0.6 0.01 0.3 0.01
Treynor Ratio 0.06 0.06 11.42 0.09 3.72 0.08

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