ATGE - Hartford Small Cap Value Fund Q1 2025 Commentary
2025-05-13 18:15:00 ET
Summary
- The Hartford Small Cap Value Fund (I Share) underperformed the Russell 2000 Value Index during the quarter.
- US equities registered their first quarterly loss since the third quarter of 2023.
- As we look out longer term, we continue to see an environment with shorter economic cycles going forward.
Average Annual Total Returns (%)
| Expenses1 |
| Class |
| QTD |
| YTD |
| 1 Year |
| 3 Year |
| 5 Year |
| 10 Year |
| SI |
| Gross |
| Net |
| A |
| -8.36 |
| -8.36 |
| 0.88 |
| 3.27 |
| 18.42 |
| 6.06 |
| 6.83 |
| 1.33% |
| 1.31% |
| A with 5.5% Max Sales Charge |
| — |
| — |
| -4.67 |
| 1.34 |
| 17.09 |
| 5.46 |
| 6.53 |
| — |
| — |
| F |
| -8.29 |
| -8.29 |
| 1.39 |
| 3.78 |
| 19.01 |
| 6.53 |
| 7.06 |
| 0.89% |
| 0.81% |
| I |
| -8.35 |
| -8.35 |
| 1.18 |
| 3.57 |
| 18.81 |
| 6.4 |
| 7 |
| 1.03% |
| 1.01% |
| R3 |
| -8.38 |
| -8.38 |
| 0.73 |
| 3.09 |
| 18.26 |
| 5.88 |
| 6.84 |
| 1.61% |
| 1.51% |
| R4 |
| -8.31 |
| -8.31 |
| 1.08 |
| 3.38 |
| 18.57 |
| 6.16 |
| 7.04 |
| 1.31% |
| 1.21% |
| R5 |
| -8.28 |
| -8.28 |
| 1.29 |
| 3.68 |
| 18.94 |
| 6.48 |
| 7.25 |
| 1.01% |
| 0.91% |
| R6 |
| -8.28 |
| -8.28 |
| 1.38 |
| 3.78 |
| 19.03 |
| 6.56 |
| 7.3 |
| 0.89% |
| 0.81% |
| Y |
| -8.23 |
| -8.23 |
| 1.42 |
| 3.74 |
| 18.98 |
| 6.53 |
| 7.28 |
| 1.00% |
| 0.86% |
| Benchmark |
| -7.74 |
| -7.74 |
| -3.12 |
| 0.05 |
| 15.31 |
| 6.07 |
| — |
| — |
| — |
| Morningstar Category |
| -7.23 |
| -7.23 |
| -3.46 |
| 2.53 |
| 17.8 |
| 6.53 |
| — |
| — |
| — |