Hartford Global Impact Fund

9.07NAV (as of 4/6/2020)
+0.45 (+5.22%) NAV Change
World Small/Mid StockMorningstar Category
Global Small-/Mid-Cap FundsLipper Classification

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

view bio

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

Performance (%)
	YTD	1YR	3YR	5YR	10YR	SI
	% (as of 2/29/2020)	Average Annual Total Returns % (as of 2/29/2020)
Hartford Global Impact I	-4.24	10.39	10.75	---	---	10.75
Benchmark	-9.09	3.89	6.96	---	---	---
Morningstar World Small/Mid Stock Category	-9.11	1.78	5.56	---	---	---

Performance (%)
	YTD	1YR	3YR	5YR	10YR	SI
	% (as of 12/31/2019)	Average Annual Total Returns % (as of 12/31/2019)
Hartford Global Impact I	27.97	27.97	---	---	---	13.11
Benchmark	26.60	26.60	---	---	---	---
Morningstar World Small/Mid Stock Category	26.29	26.29	---	---	---	---

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 2/29/2020)

Overall

:
Overall, 5 stars and 3-Year, 5 stars, rated against 134 and 134 products, respectively. Morningstar Rating^TM 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.
:
134 Products | World Small/Mid Stock Category

Based on Risk-Adjusted Returns

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

Characteristics

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

Statistics
As of Date	2/29/2020
Net Assets	$80 million
# of Holdings	54
% in Equities	97
% in Foreign Equities	48
Dividend Frequency	Annually
Active Share	99%

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

Sector Exposure

2/29/2020
12/31/2019

(as of 2/29/2020)
label	currentpercentage
Information Technology	24
Health Care	18
Industrials	16
Real Estate	13
Utilities	12
Consumer Discretionary	7
Communication Services	7
Financials	2
Consumer Staples	0
Energy	0
Materials	0

(as of 12/31/2019)
label	currentpercentage
Information Technology	24
Health Care	16
Industrials	17
Real Estate	13
Utilities	13
Consumer Discretionary	8
Communication Services	9
Financials	1
Consumer Staples	0
Energy	0
Materials	0

Top Ten Equity Holdings (%)

2/29/2020
12/31/2019

(as of 2/29/2020)
label	percentageholding
Boston Properties, Inc.	3.33
Laureate Education, Inc.	3.29
Nuance Communications, Inc.	2.79
Xylem, Inc.	2.76
Veolia Environnement S.A.	2.65
Avangrid, Inc.	2.62
Millicom International Cellular S.A.	2.54
Danaher Corp.	2.51
LEG Immobilien AG	2.45
Agilent Technologies, Inc.	2.43
Total Portfolio %	27.37

(as of 12/31/2019)
label	percentageholding
Boston Properties, Inc.	3.28
Laureate Education, Inc.	3.01
Xylem, Inc.	2.99
Itron, Inc.	2.93
Koninklijke Philips N.V.	2.67
Nuance Communications, Inc.	2.63
Avangrid, Inc.	2.58
Veolia Environnement S.A.	2.55
Agilent Technologies, Inc.	2.49
Danaher Corp.	2.46
Total Portfolio %	27.59

PDF Full Portfolio Holdings

Theme Exposure (%)

2/29/2020
12/31/2019

(as of 2/29/2020)
label	percentage
Health	19
Resource Efficiency	15
Alternative Energy	13
Affordable Housing	11
Education & Job Training	9
Financial Inclusion	8
Clean Water & Sanitation	8
Digital Divide	6
Safety and Security	5
Sustainable Agriculture & Nutrition	4
Multi-Theme	2
Resource Stewardship	1

(as of 12/31/2019)
label	percentage
Health	16
Resource Efficiency	15
Alternative Energy	14
Affordable Housing	11
Education & Job Training	10
Financial Inclusion	8
Clean Water & Sanitation	7
Digital Divide	7
Safety and Security	4
Sustainable Agriculture & Nutrition	3
Multi-Theme	2
Resource Stewardship	2

Insights

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.

Investing for Impact: Environment

12/31/2019

This flyer focuses on one of the Global Impact Fund's impact investment themes: resource efficiency.

Investing for Impact: Life Essentials

12/31/2019

This flyer focuses on one of the Global Impact Fund's impact investment themes: clean water & sanitation.

Literature

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.

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