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A Guide to Hartford Funds
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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.
Click here for daily NAV prices for the funds listed above.
Wellington Management Global Proxy Procedures and Policy Guidelines
Schroders Environmental, Social and Governance Policy (December 2020)
BNY Mellon Proxy Policy and Procedures
Hartford Funds ETFs PCF
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.
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