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 | — | — | — |
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Hartford Small Cap Value Fund Q1 2025 CommentaryNASDAQ: ATGE
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