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History shows that the performance of growth stocks and value stocks has been cyclical. Growth stocks outperformed in the ‘90s during the dotcom era and have performed extremely well over the past decade. Value stocks outperformed from 2001-2008 as investors placed a greater value on dividends and stock valuations. This cyclical behavior highlights the benefits of having both types of investments in a portfolio.

Russell 1000 Index: Growth vs. Value
Five-Year Monthly Rolling Returns (1984-2023)

As of 12/31/23. Past performance does not guarantee future results. The chart shows the values of the Russell 1000 Growth Index returns minus the Russell 1000 Value Index returns. When the line is above 0, growth stocks outperformed value stocks. When the line is below 0, value stocks outperformed growth stocks. The performance shown above is index performance and is not representative of any Hartford Fund’s performance. Indices are unmanaged and not available for direct investment.  For illustrative purposes only. Data Sources: Morningstar and Hartford Funds, 1/24.

Hartford Funds Value Suite*

Funds (I-Share) Tickers
Hartford Balanced Income Fund HBLIX
Hartford Dividend and Growth Fund HDGIX
Hartford Equity Income Fund HQIIX
Hartford Schroders International Contrarian Value Fund HFSIX
Hartford Schroders International Multi-Cap Value Fund SIDNX
Hartford International Value Fund HILIX
Hartford MidCap Value Fund HMVJX
Hartford Small Cap Value Fund HSEIX
ETFs Tickers
Hartford Multifactor Developed Markets (ex-US) ETF RODM
Hartford Multifactor US Equity ETF ROUS
Hartford Multifactor Small Cap ETF ROSC
Hartford Multifactor Diversified International ETF RODE
Hartford Quality Value ETF QUVU
Hartford US Value ETF VMAX

Talk to your financial professional today about the allocation to value stocks that's right for you.


* For a full list of Hartford Funds, please visit our product list. Certain classes of Funds are closed to new investors. For more details, see the Fund’s prospectus. 

Russell 1000 Growth Index measures the performance of the large-cap growth segment of the US equity universe. It includes those Russell 1000 Index companies with higher price-to-book ratios and higher forecasted growth values.

Russell 1000 Value Index is an unmanaged index measuring the performance of those Russell 1000 Index companies with lower price-to-book ratios and lower forecasted growth values.

Important Risks: Investing involves risk, including the possible loss of principal. • Different investment styles may go in and out of favor, which may cause the Fund to underperform the broader stock market. The Funds listed above have certain associated risks. Please see the prospectus for more information..

ETFs are not mutual funds. Unlike traditional open-ended mutual funds, ETF shares are bought and sold in the secondary market through a stockbroker. ETFs trade on major stock exchanges and their prices will fluctuate throughout the day. Both ETFs and mutual funds are subject to risk and volatility.


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The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA|SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, Lattice, and HFMC, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

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