Nasdaq - Delayed Quote USD

Hartford Small Cap Growth R3 (HSLRX)

45.09 -0.09 (-0.20%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 15.46%
5y Average Return 7.62%
Number of Years Up 11
Number of Years Down 6
Best 1Y Total Return (Oct 17, 2024) 43.63%
Worst 1Y Total Return (Oct 17, 2024) --
Best 3Y Total Return 43.63%
Worst 3Y Total Return -5.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HSLRX
Category
YTD
13.42%
12.40%
1-Month
1.30%
3.37%
3-Month
7.30%
4.88%
1-Year
26.40%
55.69%
3-Year
-1.98%
19.34%
5-Year
7.57%
20.72%
10-Year
8.14%
13.98%
Last Bull Market
28.77%
27.85%
Last Bear Market
-19.65%
-24.06%

Annual Total Return (%) History

Year
HSLRX
Category
2024
--
--
2023
17.37%
--
2022
-29.26%
--
2021
2.98%
--
2020
31.43%
38.62%
2019
34.98%
27.68%
2018
-12.64%
-5.76%
2017
19.23%
21.50%

2016
11.37%
11.20%
2015
-1.55%
-2.41%
2014
6.45%
2.44%
2013
43.63%
40.91%
2012
16.14%
13.15%
2011
-0.26%
-3.55%
2010
33.92%
26.98%
2009
32.00%
35.46%
2008
-37.75%
-41.55%
2007
-2.72%
7.59%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.44% -1.62% 7.30% --
2023 4.27% 8.03% -6.51% 11.44%
2022 -14.30% -19.65% -1.45% 4.25%
2021 1.71% 2.90% -1.62% 0.01%
2020 -26.80% 28.85% 5.93% 31.54%
2019 20.84% 2.19% -3.29% 13.02%
2018 1.97% 6.26% 4.29% -22.69%
2017 4.57% 4.52% 5.43% 3.47%
2016 -5.46% 4.46% 7.44% 4.97%
2015 6.82% 0.59% -11.98% 4.10%

2014 1.23% 2.35% -7.69% 11.30%
2013 13.18% 4.26% 11.87% 8.80%
2012 14.62% -4.74% 6.58% -0.19%
2011 10.45% 2.37% -22.57% 13.93%
2010 8.25% -8.50% 14.97% 17.61%
2009 -10.55% 20.60% 16.92% 4.66%
2008 -12.50% 5.80% -9.13% -26.00%
2007 2.66% 5.54% -4.36% -6.12%

Rank in Category (By Total Return)

YTD 39
1-Month 50
3-Month 58
1-Year 46
3-Year 63
5-Year 83

Load Adjusted Returns

1-Year 26.40%
3-Year -1.98%
5-Year 7.57%
10-Year 8.14%

Performance & Risk

YTD Return 15.46%
5y Average Return 7.62%
Rank in Category (ytd) 39
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Hartford Mutual Funds
Net Assets 368.72M
YTD Return 13.42%
Yield 0.00%
Morningstar Rating
Inception Date Feb 19, 2002

Fund Summary

The fund seeks its investment objective by investing primarily in common stocks of small capitalization companies that the fund's sub-adviser, Wellington Management Company LLP ("Wellington Management"), believes have superior growth potential. Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small capitalization companies. The sub-adviser defines small capitalization companies as companies with market capitalizations within the collective range of the Russell 2000 and S&P SmallCap 600 Indices.

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