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Global International Equity fund

Hartford Climate Opportunities Fund   

Global International Equity fund

Hartford Climate Opportunities Fund   
Share Class - R3 (HEORX)

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 6/30/2024)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 6/30/2024)
YTD 1YR 3YR 5YR 10YR SI
Hartford Climate Opportunities R3 5.72 5.39 0.16 11.47 --- 10.99
Benchmark 11.30 19.38 5.43 10.76 --- ---
Morningstar Global Large-Stock Blend Category 8.41 14.90 4.21 9.23 --- ---
 
CUMULATIVE %
(as of 6/30/2024)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 6/30/2024)
YTD 1YR 3YR 5YR 10YR SI
Hartford Climate Opportunities R3 5.72 5.39 0.16 11.47 --- 10.99
Benchmark 11.30 19.38 5.43 10.76 --- ---
Morningstar Global Large-Stock Blend Category 8.41 14.90 4.21 9.23 --- ---

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

Hartford Climate Opportunities Fund R3 Share Morningstar Ratings
Morningstar Medalist RatingTM
5/31/2024

Characteristics

FUND ESSENTIALS
Inception Date 02/29/2016
Net Assets $141 million
Gross Operating Expenses 1.53%
Net Operating Expenses 1.41%
Morningstar Category Global Large-Stock Blend
Lipper Classification Global Multi-Cap Value
CUSIP 41664T875
Fund Number 1914
FUND STATS
% in Equities
97
% in Foreign Equities
33
Dividend Frequency
Annually
Regional Exposure (%)
North America 67
Europe 22
Japan 6
Emerging Markets 5
Other 0
Asia Pacific ex Japan 0
North America 66
Europe 22
Japan 6
Emerging Markets 5
Other 0
Asia Pacific ex Japan 0
Top Ten Holdings (%)
Alphabet, Inc. 2.98
Microsoft Corp. 2.62
TopBuild Corp. 2.55
Siemens AG 2.19
nVent Electric PLC 2.15
Amazon.com, Inc. 2.02
Acuity Brands, Inc. 1.97
Carlisle Cos., Inc. 1.90
Schneider Electric SE 1.89
Chubb Ltd. 1.86
Total Portfolio % 22.13
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 15.24 $0.0222 $0.0000 $0.0000 $0.0222
12/11/2023 14.45 $0.0000 $0.0000 $0.0000 $0.0000
Past distributions are not indicative of future distributions.

Fund Literature


03/31/2024 - PDF (189 KB)
This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.
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This flyer highlights how the Fund invests in companies seeking to mitigate or adapt to climate change.
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03/31/2024 - PDF (145 KB)
Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
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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.
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03/31/2024 - PDF (1 MB)
This Pitchbook reviews the Fund's investment approach, investment team, investment process, and general portfolio parameters.
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PDF (3 KB)
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.
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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.
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PDF (13 KB)
An annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
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PDF (13 KB)
A document that supplements the fund's prospectus with additional information about the fund including its operations and risks.
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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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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.

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