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Hartford Global Impact Fund

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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 

Performance

Performance (%)
% (as of 6/30/2018)
Average Annual Total Returns % (as of 6/30/2018)
YTD 1YR 3YR 5YR 10YR SI
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 --- --- --- ---
Performance (%)
% (as of 6/30/2018)
Average Annual Total Returns % (as of 6/30/2018)
YTD 1YR 3YR 5YR 10YR SI
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 5/31/2018)
label percentageholding
Safaricom plc 3.26
Zoetis, Inc. 2.85
Laureate Education, Inc. 2.78
GrameenPhone Ltd. 2.77
Avangrid, Inc. 2.70
Indiabulls Housing Finance Ltd. 2.53
Genus plc 2.52
Pagseguro Digital Ltd. 2.47
Clean Harbors, Inc. 2.16
SEEK Ltd. 2.14
Total Portfolio % 26.18
(as of 3/31/2018)
label percentageholding
Safaricom Ltd. 3.31
Genus plc 3.27
Avangrid, Inc. 3.21
GrameenPhone Ltd. 3.09
Zoetis, Inc. 2.62
Indiabulls Housing Finance Ltd. 2.60
Laureate Education, Inc. 2.42
Shriram Transport Finance Co., Ltd. 2.41
MRV Engenharia e Participacoes S.A. 2.39
Acciona S.A. 2.27
Total Portfolio % 27.59

Insights

pdf

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.
pdf

Perspectives on Climate Change 

Tue May 15 09:30:00 EDT 2018
With an international transition to a lower-carbon economy underway, many teams at Wellington are focused on helping clients understand the potential effects of climate change on their inves...
pdf

Brewing Storm: Are Investors Discounting Climate Risks and Opportunities? 

Tue May 15 09:30:00 EDT 2018
Potential climate risks can create meaningful financial risks that may spell opportunity for investors.

Literature

Fund Literature

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Fact Sheet

03/31/2018 | pdf
Get FINRA Letter

Max 100

Fund Story

03/31/2018 | pdf
Get FINRA Letter

Max 100

Commentary

03/31/2018 | pdf

Max 100

Summary Prospectus

03/01/2018 | pdf

Available For
Download Only

Pitchbook

03/31/2018 | pdf

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Semi Annual Report

04/30/2017 | 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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Max 25
Max 25
Max 25
Max 25

SAI

03/01/2017 | pdf

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A WORD ABOUT RISK

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.

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