Hartford Funds Launches AARP Balanced Retirement Fund
Hartford Funds today announced that it has introduced the Hartford AARP Balanced Retirement Fund (ticker: HAFIX). Sub-advised by Wellington Management Company LLP, the Hartford AARP Balanced Retirement Fund seeks to provide long-term total return while reducing downside risk and the impact of inflation on retirement accumulations. The new Fund expands Hartford Funds’ lineup of multi-strategy mutual funds.
Some of the statements in this release may be considered forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. We caution investors that these forward-looking statements are not guarantees of future performance, and actual results may differ materially. Investors should consider the important risks and uncertainties that may cause actual results to differ. These important risks and uncertainties include those discussed in The Hartford’s Quarterly Reports on Form 10-Q, our 2018 Annual Report on Form 10-K and the other filings The Hartford makes with the Securities and Exchange Commission. We assume no obligation to update this release, which speaks as of the date issued.
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AARP and the AARP Logo are registered trademarks of AARP used under license by Hartford Funds. All other trademarks or service marks are the property of their respective owners. AARP and Hartford Funds are not affiliated.
Non-Affiliation Disclaimer: Hartford Funds Management Company, LLC (“HFMC”) and The Hartford Mutual Funds, Inc. have entered into a licensing arrangement with AARP under which AARP receives a royalty for licensing its brand for the Hartford AARP Balanced Retirement Fund. Hartford AARP Balanced Retirement Fund is managed by HFMC, an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) and distributed by Hartford Funds Distributor, LLC, a broker-dealer registered with the SEC and an affiliate of HFMC. HFMC and its affiliates are not affiliated with AARP and its affiliates. AARP and its affiliates are not broker-dealers or investment advisers and are not acting in any such capacity with respect to the Hartford AARP Balanced Retirement Fund. AARP and its affiliates do not offer, recommend, or endorse the Hartford AARP Balanced Retirement Fund, HFMC, or any of its affiliates, and are not making any recommendations regarding an investment in the Fund.
Investing involves risk, including the possible loss of principal. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies. The Fund may allocate a portion of its assets to specialist portfolio managers, which may not work as intended. ● Fixed income security risks include credit, liquidity, call, duration, and interest-rate risk. As interest rates rise, bond prices generally fall. ● Investments in high-yield (“junk”) bonds involve greater risk of price volatility, illiquidity, and default than higher-rated debt securities. ● Loans can be difficult to value and less liquid than other types of debt instrument; they are also subject to nonpayment, collateral, bankruptcy, default, extension, prepayment and insolvency risks. ● Investments in Equity Linked Notes (ELNs) are subject to interest, credit, management, counterparty, liquidity, and market risks, and as applicable, foreign security and currency risks. ● Mortgage related- and assetbacked securities’ risks include credit, interest-rate, prepayment, and extension risk. ● Derivatives are generally more volatile and sensitive to changes in market or economic conditions than other securities; their risks include currency, leverage, liquidity, index, pricing, and counterparty risk. ● For dividendpaying stocks, dividends are not guaranteed and may decrease without notice. ● Foreign investments may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political and economic developments. These risks may be greater for investments in emerging markets. ● Restricted securities may be more difficult to sell and price than other securities.
Diversification does not ensure a profit or protect against a loss in a declining market.
Investors should carefully consider a fund’s investment objectives, risks, charges and expenses. This and other important information is contained in the fund’s prospectus and summary prospectus (if available), which can be obtained by visiting hartfordfunds.com. Please read it carefully before investing.
Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA. Exchange-traded products are distributed by ALPS Distributors, Inc. (ALPS). Advisory services are provided by Hartford Funds Management Company, LLC (HFMC) and its wholly owned subsidiary, Lattice Strategies, LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP or Schroder Investment Management North America Inc. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds refers to HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS.