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Hartford Global Impact Fund

Explore Another ETFs


Seeks long-term capital appreciation.


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

More About Global Impact Fund 


Performance (%)
% (as of 8/31/2018)
Average Annual Total Returns % (as of 8/31/2018)
Hartford Global Impact  I 4.83 16.64 --- --- --- 18.38
Benchmark 3.38 11.41 --- --- --- ---
Morningstar World Small/Mid Stock Category 3.00 11.01 --- --- --- ---
Performance (%)
% (as of 6/30/2018)
Average Annual Total Returns % (as of 6/30/2018)
Hartford Global Impact  I -0.51 14.22 --- --- --- 16.31
Benchmark -0.43 10.73 --- --- --- ---
Morningstar World Small/Mid Stock Category 0.22 11.12 --- --- --- ---
SI = Since Inception. Fund Inception: 02/28/2017
Operating Expenses:   Net  0.91% |  Gross  4.66%

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.

Characteristics Holdings are subject to change. Percentages may be rounded.

Fund Essentials
Inception Date 02/28/2017
Symbol HGXIX
CUSIP 41664T792
Fund Number 1716

Top Ten Holdings (%)

(as of 8/31/2018)
label percentageholding
GrameenPhone Ltd. 3.05
Avangrid, Inc. 3.00
Safaricom plc 2.99
Laureate Education, Inc. 2.91
Zoetis, Inc. 2.86
Pagseguro Digital Ltd. 2.51
Indiabulls Housing Finance Ltd. 2.46
Itron, Inc. 2.45
Johnson Controls International plc 2.45
Landis+Gyr Group AG 2.08
Total Portfolio % 26.76
(as of 6/30/2018)
label percentageholding
Safaricom plc 3.35
Avangrid, Inc. 3.11
GrameenPhone Ltd. 3.11
Zoetis, Inc. 3.01
Genus plc 2.66
Laureate Education, Inc. 2.48
Indiabulls Housing Finance Ltd. 2.33
Clean Harbors, Inc. 2.30
Pagseguro Digital Ltd. 2.19
Johnson Controls International plc 2.15
Total Portfolio % 26.69



Hartford Global Impact Highlights 

Wed Sep 19 15:56:00 EDT 2018
An annual report for the Hartford Global Impact Fund and Global Impact NextShares.

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

Tue Aug 28 09:30:00 EDT 2018
Wellington Management's impact-investing strategy dovetails with the United Nations Sustainable Development Goals in several ways.

Social Impact: Invest in the World You Want to Live In 

Fri Jun 29 09:30:00 EDT 2018
A research approach seeking innovative companies dedicated to impact causes that can potentially deliver attractive returns is the key to social impact investing.


Fund Literature

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Fact Sheet

06/30/2018 | pdf
Get FINRA Letter

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Fund Story

06/30/2018 | pdf
Get FINRA Letter

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06/30/2018 | pdf

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Summary Prospectus

03/01/2018 | pdf

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06/30/2018 | pdf

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Semi Annual Report

04/30/2018 | pdf

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Statutory Prospectus

03/01/2017 | pdf

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Annual Report

10/31/2017 | pdf

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03/01/2018 | pdf

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Investing involves risk, including the possible loss of principal. There is no guarantee a fund will achieve its stated objective. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies. 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. Small-cap securities can have greater risks and volatility than large-cap securities. 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. By investing in cash and money market investments, The Fund may lose the benefit of market upswings. Because it invests in a master portfolio, The Fund is also subject to the risks related to a master-feeder structure.