Feedback
  • Account Access
  • Contact Us

    Advisor 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

    Investor & Website Support
    888-843-7824
    Monday-Friday: 9:00 a.m. - 6:00 p.m. ET

  • Advisor Log In

Hartford Global Impact Fund

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 

Performance

Performance (%)
% (as of 8/31/2018)
Average Annual Total Returns % (as of 8/31/2018)
YTD 1YR 3YR 5YR 10YR SI
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)
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 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

Insights

pdf

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.
pdf

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.
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.

Literature

Fund Literature

Select All

Fact Sheet

06/30/2018 | pdf
Get FINRA Letter

Max 100

Fund Story

06/30/2018 | pdf
Get FINRA Letter

Max 100

Commentary

06/30/2018 | pdf

Max 100

Summary Prospectus

03/01/2018 | pdf

Available For
Download Only

Pitchbook

06/30/2018 | pdf

Available For
Download Only

Semi Annual Report

04/30/2018 | pdf

Available For
Download Only

Statutory Prospectus

03/01/2017 | pdf

Available For
Download Only

Annual Report

10/31/2017 | pdf

Available For
Download Only

Max 25
Max 25
Max 25
Max 25
Max 25

SAI

03/01/2018 | pdf

Available For
Download Only

Financial Professionals:

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

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.

205801