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Global International Equity fund

Hartford Climate Opportunities Fund   

Global International Equity fund

Hartford Climate Opportunities Fund   
Share Class - F (HEOFX)

Effective 11/8/19, the Fund added Schroder Investment Management North America Inc. as a sub-adviser and Schroder Investment Management North America Ltd. as a sub-sub-adviser to the Fund. Please refer to the prospectus for more information.

Objective

Seeks long-term capital appreciation.

Overview

A global equity fund that invests in companies that could benefit from efforts to mitigate or adapt to climate change.

Portfolio Management from WELLINGTON MANAGEMENT
Managing Director
Equity Portfolio Manager and Global Industry Analyst
8
YRS
MANAGING THIS FUND
16
YRS
AT WELLINGTON MANAGEMENT
24
YRS
EXPERIENCE IN THIS INDUSTRY
Senior Managing Director
Global Industry Analyst
8
YRS
MANAGING THIS FUND
24
YRS
AT WELLINGTON MANAGEMENT
31
YRS
EXPERIENCE IN THIS INDUSTRY
Portfolio Management from SCHRODERS
Portfolio Manager
4
YRS
MANAGING THIS FUND
25
YRS
AT SCHRODERS
25
YRS
EXPERIENCE IN THIS INDUSTRY
Portfolio Manager
3
YRS
MANAGING THIS FUND
10
YRS
AT SCHRODERS
12
YRS
EXPERIENCE IN THIS INDUSTRY

The portfolio managers are supported by the full resources of their respective firms.

Performance

PERFORMANCE %
 
CUMULATIVE %
(as of 9/30/2024)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 9/30/2024)
YTD 1YR 3YR 5YR 10YR SI
Hartford Climate Opportunities F 14.91 25.84 3.58 13.58 --- 12.04
Benchmark 18.66 31.76 8.09 12.19 --- ---
Morningstar Global Large-Stock Blend Category 15.92 28.28 6.94 10.66 --- ---
 
CUMULATIVE %
(as of 9/30/2024)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 9/30/2024)
YTD 1YR 3YR 5YR 10YR SI
Hartford Climate Opportunities F 14.91 25.84 3.58 13.58 --- 12.04
Benchmark 18.66 31.76 8.09 12.19 --- ---
Morningstar Global Large-Stock Blend Category 15.92 28.28 6.94 10.66 --- ---

Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.

SI = Since Inception. Fund Inception: 02/29/2016

Share Class Inception: 2/28/17.
Class F-shares performance prior to 2/28/17 reflects the performance and operating expenses of Class I-shares. Performance for Class F-shares prior to its inception date would have differed if Class F- operating expenses had been reflected. Since Inception (SI) performance is calculated from 2/29/16.

Hartford Climate Opportunities Fund F Share Morningstar Ratings
Morningstar Medalist RatingTM
8/31/2024
The Fund’s Class F shares have not been in operation for 10 years. Therefore, the Calendar Year Returns (F Shares) chart includes performance and operating expenses of another class. For more information, see the prospectus.

Characteristics

FUND ESSENTIALS
Inception Date 02/29/2016
Net Assets $136 million
Gross Operating Expenses 0.81%
Net Operating Expenses 0.69%
Morningstar Category Global Large-Stock Blend
Lipper Classification Global Multi-Cap Value
CUSIP 41664T636
Fund Number 3156
FUND STATS
% in Equities
99
% in Foreign Equities
32
Dividend Frequency
Annually
Regional Exposure (%)
North America 69
Europe 20
Japan 7
Emerging Markets 5
Asia Pacific ex Japan 0
Other 0
North America 68
Europe 21
Japan 6
Emerging Markets 5
Other 0
Asia Pacific ex Japan 0
Top Ten Holdings (%)
Alphabet, Inc. 2.92
Microsoft Corp. 2.72
Hitachi Ltd. 2.62
Ecolab, Inc. 2.44
TopBuild Corp. 2.18
Amazon.com, Inc. 2.12
Acuity Brands, Inc. 1.83
Sempra 1.82
Chubb Ltd. 1.81
Clean Harbors, Inc. 1.80
Total Portfolio % 22.26
Theme Exposure (%)Hover over to view values
distributions and capital gains
Distribution Date Distribution NAV ordinary income short term capital gains long term capital gains total distribution
12/27/2023 15.59 $0.1335 $0.0000 $0.0000 $0.1335
12/11/2023 14.88 $0.0000 $0.0000 $0.0000 $0.0000
Past distributions are not indicative of future distributions.

Fund Literature


06/30/2024 - PDF (239 KB)
This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.
This flyer highlights how the Fund invests in companies seeking to mitigate or adapt to climate change.
06/30/2024 - PDF (166 KB)
Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
PDF (170 KB)
A summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.
06/30/2024 - PDF (1 MB)
This Pitchbook reviews the Fund's investment approach, investment team, investment process, and general portfolio parameters.
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.
PDF (13 KB)
A legal document that discloses essential information about a fund, including investment objectives, risks, fees, expenses, fund manager background and other information.
An annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
PDF (13 KB)
A document that supplements the fund's prospectus with additional information about the fund including its operations and risks.
Important Risks: 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's performance depends on the ability of the investment manager in selecting, overseeing, and allocating Fund assets to the sub-advisers. The sub-advisers' investment styles may not be complementary. • Small- and mid-cap securities can have greater risks and volatility than large-cap securities. • 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, economic and regulatory developments. These risks may be greater, and include additional risks, for investments in emerging markets or if the Fund focuses in a particular geographic region or country. • The Fund's climate focus may result in foregoing certain investments and underperformance comparative to funds that do not have a similar focus. Certain climate-focused investments may be dependent on government policies and subsidies. • There are risks of focusing investments in securities of companies in the utilities and industrials sectors which may cause the Fund's performance to be sensitive to developments in those sectors.
Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any of such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling, computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the MSCI data is permitted without MSCI's express written consent.
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