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ETF Prospectuses & Reports

For Hartford Large Cap Growth ETF: This ETF is different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. This ETF will not. This may create additional risks for your investment. For example: You may have to pay more money to trade the ETF’s shares. This ETF will provide less information to traders, who tend to charge more for trades when they have less information. The price you pay to buy ETF shares on an exchange may not match the value of the ETF’s portfolio. The same is true when you sell shares. These price differences may be greater for this ETF compared to other ETFs because it provides less information to traders. These additional risks may be even greater in bad or uncertain market conditions. The ETF will publish on its website each day a “Tracking Basket” designed to help trading in shares of the ETF. While the Tracking Basket includes some of the ETF’s holdings, it is not the ETF’s actual portfolio. The differences between this ETF and other ETFs may also have advantages. By keeping certain information about the ETF secret, this ETF may face less risk that other traders can predict or copy its investment strategy. This may improve the ETF’s performance. If other traders are able to copy or predict the ETF’s investment strategy, however, this may hurt the ETF’s performance. For additional information regarding the unique attributes and risks of the ETF, see hartfordfunds.com.

 

FUND NAME TICKER PROSPECTUS SHAREHOLDER REPORT QUARTERLY HOLDINGS REPORT STATEMENT OF ADDITIONAL INFORMATION
    SUMMARY STATUTORY ANNUAL SEMI-ANNUAL Q1 Q3  
Hartford Core Bond ETF HCRB Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Large Cap Growth ETF HFGO Summary Statutory   Semi-Annual   Q3 Holdings Statement of Additional Information
Hartford Longevity Economy ETF HLGE Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Multifactor Developed Markets (ex-US) ETF RODM Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Multifactor Emerging Markets ETF ROAM Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Multifactor Small Cap ETF ROSC Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Multifactor Diversified International ETF RODE Summary
Statutory Annual
Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Multifactor US Equity ETF ROUS Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Municipal Opportunities ETF HMOP Summary Statutory Annual
Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Short Duration ETF HSRT Summary Statutory Annual
Semi-Annual
Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Schroders Commodity Strategy ETF HCOM Summary Statutory
Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Schroders ESG US Equity ETF HEET Summary Statutory
Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Sustainable Income ETF HSUN Summary Statutory
Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Schroders Tax-Aware Bond ETF HTAB Summary Statutory Annual
Semi-Annual
Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Total Return Bond ETF HTRB Summary Statutory Annual
Semi-Annual
Q1 Holdings Q3 Holdings Statement of Additional Information

Click here for daily NAV prices for the funds listed above.

 

PDF  Wellington Management Global Proxy Procedures and Policy Guidelines

PDF  Schroders Environmental, Social and Governance Policy (December 2020)

PDF  BNY Mellon Proxy Policy and Procedures

 

Hartford Funds ETFs PCF


 

Glossary

 

Summary Prospectus: A summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.

Statutory Prospectus: A legal document that discloses essential information about a fund, including investment objectives, risks, fees, expenses, fund manager background and other information.

Annual Report: An audited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.

Semi-Annual Report: An unaudited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.

Quarterly Holding Report: A unaudited listing of the fund’s holdings. These reports are intended for shareholders and others who have reviewed the fund’s prospectus.

Statement of Additional Information (SAI): A document that supplements the fund's prospectus with additional information about the fund including its operations and risks.

 

226785 HFA001370

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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