• Account Access
  • Contact Us

    Pre-Sales Support

    Mutual Funds and ETFs - 800-456-7526
    Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET
    Friday: 8:00 a.m. – 5:00 p.m. ET

    ETF Trading Support - 415-315-6600
    Monday-Friday: 9:30 a.m. – 5:00 p.m. ET

    Post-Sales and Website Support
    888-843-7824
    Monday-Friday: 9:00 a.m. - 6:00 p.m. ET

  • Advisor Log In

Hartford Global Impact Fund

addandremoveFav

Explore Another ETFs

Objective

Seeks long-term capital appreciation.

Overview

A fund that invests in companies whose core business addresses the world’s major social and environmental challenges.

More About Global Impact Fund 


Tara C. Stilwell, CFA
Senior Managing Director
Equity Portfolio Manager

The portfolio manager is supported by the full resources of Wellington.

Performance

Performance (%)
% (as of 10/31/2020)
Average Annual Total Returns % (as of 10/31/2020)
YTD 1YR 3YR 5YR 10YR SI
Hartford Global Impact  I 9.34 14.79 9.98 --- --- 12.70
Benchmark -1.09 4.89 5.52 --- --- ---
Morningstar World Small/Mid Stock Category 0.85 8.06 4.26 --- --- ---
Performance (%)
% (as of 9/30/2020)
Average Annual Total Returns % (as of 9/30/2020)
YTD 1YR 3YR 5YR 10YR SI
Hartford Global Impact  I 8.91 16.40 10.67 --- --- 12.90
Benchmark 1.37 10.44 7.12 --- --- ---
Morningstar World Small/Mid Stock Category 1.46 11.43 5.17 --- --- ---
SI = Since Inception. Fund Inception: 02/28/2017
Operating Expenses:   Net  0.89% |  Gross  1.33%

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.

I-Share Morningstar Ratings
(as of 10/31/2020)
  • Overall
    infoIcon:
    Overall, 4 stars, and 3-Year, 4 stars, rated against 140 and 140 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
    ©2020 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
    infoIcon:
  • 140 Products | World Small/Mid Stock Category
Based on Risk-Adjusted Returns

CharacteristicsAllocations, exposures and holdings are subject to change. Percentages may be rounded.

Allocations, exposures and holdings are subject to change. Percentages may be rounded.
Statistics
As of Date 10/31/2020
Net Assets $84 million
# of Holdings 61
% in Equities 95
% in Foreign Equities 43
Dividend Frequency Annually
Active Share 98%
Fund Essentials
Inception Date 02/28/2017
Symbol HGXIX
CUSIP 41664T792
Fund Number 1716

Sector Exposure

(as of 10/31/2020)
label currentpercentage
Information Technology 24
Health Care 23
Industrials 18
Real Estate 10
Utilities 7
Communication Services 6
Consumer Discretionary 5
Materials 5
Consumer Staples 2
Financials 1
Energy 0
(as of 9/30/2020)
label currentpercentage
Information Technology 24
Health Care 22
Industrials 18
Real Estate 11
Utilities 7
Communication Services 6
Consumer Discretionary 5
Materials 5
Consumer Staples 2
Financials 1
Energy 0

Top Ten Equity Holdings (%)

(as of 10/31/2020)
label percentageholding
Danaher Corp. 3.38
Agilent Technologies, Inc. 2.94
Nuance Communications, Inc. 2.89
Schneider Electric SE 2.42
Koninklijke Philips N.V. 2.38
Ball Corp. 2.37
Trane Technologies plc 2.37
Xylem, Inc. 2.29
Zoetis, Inc. 2.26
Baxter International, Inc. 2.20
Total Portfolio % 25.50
(as of 9/30/2020)
label percentageholding
Danaher Corp. 3.41
Nuance Communications, Inc. 3.01
Agilent Technologies, Inc. 2.92
Signify N.V. 2.60
Schneider Electric SE 2.47
Koninklijke DSM N.V. 2.38
Trane Technologies plc 2.37
Zoetis, Inc. 2.37
Koninklijke Philips N.V. 2.32
Baxter International, Inc. 2.29
Total Portfolio % 26.14

Theme Exposure (%)

(as of 10/31/2020)
label percentage
Health 22
Resource Efficiency 16
Alternative Energy 9
Affordable Housing 9
Financial Inclusion 8
Sustainable Agriculture & Nutrition 8
Clean Water & Sanitation 7
Digital Divide 7
Education & Job Training 5
Safety and Security 5
Resource Stewardship 3
Multi-Theme 1
(as of 9/30/2020)
label percentage
Health 21
Resource Efficiency 17
Affordable Housing 9
Alternative Energy 9
Financial Inclusion 8
Sustainable Agriculture & Nutrition 8
Digital Divide 7
Clean Water & Sanitation 6
Safety and Security 5
Education & Job Training 5
Resource Stewardship 3
Multi-Theme 1

Insights

pdf

Hartford Global Impact Fund Brochure 

06/15/2020
This brochure explains the managers' approach to impact investing, and why they believe they can generate attractive returns while addressing major social and environmental challenges.
pdf

Are Climate Models Reliable Investment Inputs? 

02/25/2020
By understanding the links between human behavior and the laws of science, we can help companies mitigate the physical risks of climate change.
pdf

Sustainable investing: Alignment with the UN’s Sustainable Development Goals 

07/18/2019
Wellington Management's impact-investing strategy dovetails with the United Nations Sustainable Development Goals in several ways.

Literature

Financial Professionals:

Log in to order forms and literature and manage your subscriptions.

  • Add to favorite(0)
  • Email(0)
  • Add to Cart(0)

Fund Literature

Select All

0 items Selected
My Favorites
Please select at least one item.

Done

pdf

Fact Sheet

09/30/2020 | pdf

This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and the current performance.

View FINRA Letter

Add to
Cart

Fund Story

09/30/2020 | pdf

This Fund Story outlines three distinguishing characteristics to help investors better understand the Fund.

Commentary

09/30/2020 | pdf

Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.

Add to
Cart

Expanded Commentary

09/30/2020 | pdf

Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.

Add to
Cart

Fund Brochure

06/15/2020 | pdf

This brochure explains the managers' approach to impact investing, and why they believe they can generate attractive returns while addressing major social and environmental challenges.

View FINRA Letter

Add to
Cart

Summary Prospectus

pdf

A concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.

Global Impact Fund Pitchbook

09/30/2020 | pdf

This Pitchbook reviews the Funds' investment approach, investment team, investment process, and general portfolio parameters.

Add to
Cart

Semi Annual Report

pdf

A semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.

Statutory Prospectus

pdf

An annual update on the Fund that includes information about the Fund’s investment manager, sub-adviser, and operations.

Annual Report

pdf

An annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.

SAI

pdf

A supplementary document to the Fund’s prospectus that includes additional information about the Fund and its operations.  

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. • Small-cap 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 and economic developments. These risks may be greater for investments in emerging markets. • Investing in companies that seek to address major social and environmental challenges may cause the Fund to forego certain investment opportunities and underperform funds that do not have a similar focus.
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.

216116