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Hartford Growth Opportunities Fund Cl R4: (MF: HGOSX)
(NASDAQ Mutual Funds) As of Sep 13, 2024 08:00 PM ET
$58.57 USD
+0.36 (0.62%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 26.40 | 11 |
| 3 months | 6.67 | 29 |
| 6 months | 9.15 | 45 |
| 1 Year | 35.18 | 15 |
| 3 Year | 2.13 | 68 |
| 5 Year | 15.07 | 39 |
| 10 Year | 14.06 | 26 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -55.19 |
| Bull Market (2/09 - 3/21) | 1,016.12 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 39.36 |
| 5 Year | 14.66 |
| 10 Year | 14.37 |
| Since Inception | 11.48 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 18.01 | 7.77 | NA | NA |
| 2023 | 14.92 | 11.62 | -5.15 | 15.52 |
| 2022 | -12.65 | -29.57 | -1.33 | 3.69 |
| 2021 | 1.28 | 6.76 | -0.43 | -0.29 |
| 2020 | -13.42 | 39.28 | 18.75 | 12.68 |
| 2019 | 20.91 | 5.71 | -6.32 | 8.54 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 26.40 | 40.55 | -37.05 | 7.34 | 61.35 | 29.96 | -0.20 | 30.17 | -1.11 | 10.49 | 13.45 |
| % Total Return Rel to Index | 6.85 | 14.31 | -18.85 | -21.33 | 42.95 | -1.52 | 4.18 | 8.37 | -13.05 | 9.10 | -0.18 |
| % Total Return Rel to Peer | 11.44 | 14.42 | -12.18 | -7.48 | 35.56 | 4.75 | 4.20 | 10.93 | -4.61 | 10.31 | 7.80 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 5.00 | 1.00 | 4.00 | 2.00 | 2.00 | 5.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 11.96 | 7.91 | 2.53 | 10.54 | 3.88 | 1.40 | 3.36 | 7.73 |
| Expense Ratio | 1.19 | 1.14 | 1.14 | 1.14 | 1.13 | 1.15 | 1.15 | 1.15 | 1.17 | 1.15 | 1.15 |
* 1 = Top 20%, 5 = Bottom 20%