Nasdaq - Delayed Quote USD

Hartford MidCap Value Y (HMVYX)

18.36 -0.03 (-0.16%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.17%
5y Average Return 9.47%
Number of Years Up 16
Number of Years Down 6
Best 1Y Total Return (Apr 25, 2024) 44.01%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 44.01%
Worst 3Y Total Return 3.06%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HMVYX
Category
YTD
6.51%
21.28%
1-Month
4.59%
-1.96%
3-Month
6.51%
4.90%
1-Year
19.55%
55.83%
3-Year
8.95%
11.08%
5-Year
11.17%
11.93%
10-Year
7.96%
10.64%
Last Bull Market
45.98%
25.54%
Last Bear Market
-13.96%
-22.08%

Annual Total Return (%) History

Year
HMVYX
Category
2024
--
--
2023
16.12%
--
2022
-7.86%
--
2021
28.37%
--
2020
0.52%
2.63%
2019
30.86%
25.18%
2018
-14.42%
-12.86%
2017
13.35%
13.22%

2016
12.83%
18.06%
2015
-1.22%
-5.41%
2014
8.15%
9.31%
2013
34.40%
35.14%
2012
24.82%
16.60%
2011
-8.66%
-3.96%
2010
24.77%
21.92%
2009
44.01%
35.41%
2008
-40.19%
-36.77%
2007
2.33%
0.83%
2006
17.50%
15.87%
2005
10.11%
8.82%
2004
16.08%
17.85%
2003
43.19%
33.85%
2002
-13.05%
-13.25%
2001
--
6.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.51% -- -- --
2023 3.45% 4.86% -4.24% 11.78%
2022 1.17% -13.96% -5.02% 11.46%
2021 13.11% 3.34% -0.10% 9.94%
2020 -31.32% 15.97% 1.53% 24.30%
2019 13.31% 3.42% 3.04% 8.38%
2018 -1.29% 2.08% 2.80% -17.38%
2017 3.64% 0.00% 4.51% 4.65%
2016 -0.41% 1.38% 5.16% 6.28%
2015 5.94% -1.12% -9.86% 4.60%

2014 4.62% 4.01% -5.02% 4.64%
2013 12.11% 2.03% 5.97% 10.87%
2012 17.80% -5.37% 6.48% 5.16%
2011 6.45% -2.15% -22.27% 12.81%
2010 9.77% -12.14% 13.61% 13.88%
2009 -9.49% 22.42% 22.27% 6.30%
2008 -14.77% -0.81% -10.42% -21.02%
2007 7.17% 8.53% -2.58% -9.69%
2006 7.89% -1.39% 1.41% 8.91%
2005 -0.90% 2.42% 3.84% 4.48%
2004 3.63% 2.26% -2.51% 12.36%
2003 -4.97% 21.02% 7.83% 15.46%
2002 7.93% -6.88% -19.88% 7.98%
2001 -17.76% 20.14% -- --

Rank in Category (By Total Return)

YTD 76
1-Month 83
3-Month 76
1-Year 59
3-Year 34
5-Year 40

Load Adjusted Returns

1-Year 19.55%
3-Year 8.95%
5-Year 11.17%
10-Year 7.96%

Performance & Risk

YTD Return 2.17%
5y Average Return 9.47%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family Hartford Mutual Funds
Net Assets 1.05B
YTD Return 6.51%
Yield 0.70%
Morningstar Rating
Inception Date Apr 30, 2001

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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