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Global International Equity fund

Hartford Global Impact Fund   

SHARE CLASS
NAV
$15.98
NAV CHANGE
MORNINGSTAR RATING:
Overall, 4 stars, 3-Year, 4 stars, and 5-Year, 4 stars, rated against 139, 139 and 117 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.
©2024 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.
overall (as of 9/30/2024)
139 PRODUCTS
Global Small/Mid Stock Category
Based on Risk-Adjusted Returns
MORNINGSTAR RATING:
Overall, 4 stars, 3-Year, 4 stars, and 5-Year, 4 stars, rated against 139, 139 and 117 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.
©2024 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.
overall (as of 9/30/2024)
139 PRODUCTS
Global Small/Mid Stock Category
Based on Risk-Adjusted Returns
Key Documents
      Actions

      Global International Equity fund

      Hartford Global Impact Fund   
      Share Class - R4 (HGXSX)

      Objective

      Seeks long-term capital appreciation.

      Overview

      A global equity fund that invests in companies whose core business, in the sub-adviser’s view, addresses some of the world’s major social and environmental challenges.

      Portfolio Management
      Jason Goins, CFA
      Senior Managing Director
      Equity Portfolio Manager
      2
      YRS
      MANAGING THIS FUND
      17
      YRS
      AT WELLINGTON MANAGEMENT
      23
      YRS
      EXPERIENCE IN THIS INDUSTRY
      Tara C. Stilwell, CFA
      Senior Managing Director
      Equity Portfolio Manager
      5
      YRS
      MANAGING THIS FUND
      16
      YRS
      AT WELLINGTON MANAGEMENT
      30
      YRS
      EXPERIENCE IN THIS INDUSTRY

      The portfolio managers are supported by the full resources of Wellington.

      Performance

      PERFORMANCE %
       
      CUMULATIVE %
      (as of 9/30/2024)
      AVERAGE ANNUAL TOTAL RETURNS %
      (as of 9/30/2024)
      YTD 1YR 3YR 5YR 10YR SI
      Hartford Global Impact R4 13.58 30.29 0.54 8.95 --- 9.74
      Benchmark 18.66 31.76 8.09 12.19 --- ---
      Morningstar Global Small/Mid Stock Category 7.72 19.99 -3.69 8.25 --- ---
       
      CUMULATIVE %
      (as of 9/30/2024)
      AVERAGE ANNUAL TOTAL RETURNS %
      (as of 9/30/2024)
      YTD 1YR 3YR 5YR 10YR SI
      Hartford Global Impact R4 13.58 30.29 0.54 8.95 --- 9.74
      Benchmark 18.66 31.76 8.09 12.19 --- ---
      Morningstar Global Small/Mid Stock Category 7.72 19.99 -3.69 8.25 --- ---

      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: 02/28/2017

      Hartford Global Impact Fund R4 Share Morningstar Ratings
      overall
      (as of 9/30/2024)
      Overall, 4 stars, 3-Year, 4 stars, and 5-Year, 4 stars, rated against 139, 139 and 117 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.
      ©2024 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.
      139 PRODUCTS
      |
      Global Small/Mid Stock Category
      Based on Risk-Adjusted Returns
      3 YEAR
      (as of 9/30/2024)
      Overall, 4 stars, 3-Year, 4 stars, and 5-Year, 4 stars, rated against 139, 139 and 117 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.
      ©2024 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.
      139 PRODUCTS
      |
      Global Small/Mid Stock Category
      Based on Risk-Adjusted Returns
      5 YEAR
      (as of 9/30/2024)
      Overall, 4 stars, 3-Year, 4 stars, and 5-Year, 4 stars, rated against 139, 139 and 117 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.
      ©2024 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.
      117 PRODUCTS
      |
      Global Small/Mid Stock Category
      Based on Risk-Adjusted Returns

      Characteristics

      FUND ESSENTIALS
      Inception Date 02/28/2017
      Net Assets $242 million
      Gross Operating Expenses 1.18%
      Net Operating Expenses 1.11%
      Morningstar Category Global Small/Mid Stock
      Lipper Classification Global Multi-Cap Core
      CUSIP 41664T768
      Fund Number 1718
      FUND STATS
      Dividend Frequency
      		Annually
      Regional Exposure (%)
      North America 61
      Developed EU & Middle East ex UK 16
      Emerging Markets 11
      United Kingdom 7
      Japan 4
      Developed Asia Pacific ex Japan 1
      North America 63
      Developed EU & Middle East ex UK 16
      Emerging Markets 10
      United Kingdom 7
      Japan 3
      Developed Asia Pacific ex Japan 1
      Top Ten Holdings (%)
      Xylem, Inc. 3.41
      Boston Scientific Corp. 3.31
      GoDaddy, Inc. 3.16
      Trane Technologies PLC 3.11
      Westinghouse Air Brake Technologies Corp. 2.96
      Hubbell, Inc. 2.35
      Adtalem Global Education, Inc. 2.19
      CyberArk Software Ltd. 2.17
      Eli Lilly & Co. 2.16
      Danaher Corp. 2.11
      Total Portfolio % 26.93

      Full Portfolio Holdings
      Theme Exposure (%)Hover over to view values
      Sector Exposure (%)

      Exposure Chart Header

      FUND
      		 BENCHMARK UNDERWEIGHT / OVERWEIGHT

      Exposure Chart Header2

      		6/30/24 8/31/24 8/31/24 -19 0 19
      Industrials 31 30 11
      Health Care 21 20 11
      Real Estate 1 2 2
      Materials 3 3 4
      Utilities 1 1 3
      Consumer Staples 3 3 6
      Financials 11 12 16
      Consumer Discretionary 7 6 10
      Energy 0 0 4
      Information Technology 21 20 25
      Communication Services 3 3 8
      Based on sub-adviser's classification of securities in the Fund's investment universe into social and environmental themes. Excludes cash. May not total to 100% due to rounding and certain unclassified securities.
      distributions and capital gains
      Distribution Date Distribution NAV ordinary income short term capital gains long term capital gains total distribution
      12/27/2023 14.33 $0.1075 $0.0000 $0.0000 $0.1075
      12/11/2023 13.59 $0.0000 $0.0000 $0.0000 $0.0000
      Past distributions are not indicative of future distributions.

      Fund Literature

      VIEW MY SAVED ITEMS
      Fact Sheet
      06/30/2024 - PDF (169 KB)
      This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.
      SUBSCRIBE
      ORDER PRINTS
      SAVEd
      Global Impact Fund Story
      06/30/2024 - PDF (345 KB)
      This Fund Story outlines three distinguishing characteristics to help investors better understand the Fund.
      SUBSCRIBE
      ORDER PRINTS
      SAVEd
      Hartford Global Impact Sales Idea Flyer
      06/30/2024 - PDF (286 KB)
      This flyer highlights how the Fund's all-cap global equity strategy can help further diversify sources of returns.
      SUBSCRIBE
      ORDER PRINTS
      SAVEd
      Commentary
      06/30/2024 - PDF (159 KB)
      Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
      SUBSCRIBE
      ORDER PRINTS
      SAVEd
      Expanded Commentary
      06/30/2024 - PDF (318 KB)
      Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
      SUBSCRIBE
      ORDER PRINTS
      SAVEd
      Annual Impact Report
      06/30/2024 - PDF (1 MB)
      Each year Wellington Management quantifies the positive impacts the companies the Fund invests in are having on the world.
      SUBSCRIBE
      SAVEd
      Summary Prospectus
      PDF (161 KB)
      A summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.
      ORDER PRINTS
      SAVEd
      Pitchbook
      06/30/2024 - PDF (1 MB)
      This Pitchbook reviews the Fund's investment approach, investment team, investment process, and general portfolio parameters.
      SUBSCRIBE
      ORDER PRINTS
      SAVEd
      Financial Statements and Other Information – Semi-Annual
      PDF (2 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.
      SAVEd
      Statutory 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.
      SAVEd
      Financial Statements and Other Information – Annual
      PDF (2 KB)
      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.
      SAVEd
      SAI
      PDF (13 KB)
      A document that supplements the fund's prospectus with additional information about the fund including its operations and risks.
      SAVEd
      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- 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. • The Fund's impact investing focus may cause the Fund to forego certain investment opportunities and underperform funds that do not have a similar focus. • To the extent the Fund focuses on one or more sectors, the Fund may be subject to increased volatility and risk of loss if adverse developments occur.
      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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