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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 12/31/2017)
Average Annual Total Returns % (as of 12/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Global Impact  I --- --- --- --- --- 22.96
Benchmark --- --- --- --- --- ---
Morningstar World Small/Mid Stock Category --- --- --- --- --- ---
Performance (%)
% (as of 12/31/2017)
Average Annual Total Returns % (as of 12/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Global Impact  I --- --- --- --- --- 22.96
Benchmark --- --- --- --- --- ---
Morningstar World Small/Mid Stock Category --- --- --- --- --- ---
SI = Since Inception. Fund Inception: 02/28/2017
Operating Expenses:   Net  1.00% |  Gross  1.39%

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 12/31/2017)
label percentageholding
Safaricom Ltd. 3.48
Genus plc 3.44
GrameenPhone Ltd. 3.19
Acciona S.A. 2.77
Seek Ltd. 2.74
Shriram Transport Finance Co., Ltd. 2.74
Kroton Educacional S.A. 2.56
Itron, Inc. 2.40
Zoetis, Inc. 2.39
Avangrid, Inc. 2.32
Total Portfolio % 28.03
(as of 9/30/2017)
label percentageholding
Safaricom Ltd. 3.73
Itron, Inc. 3.57
Genus plc 3.50
GrameenPhone Ltd. 3.22
Zoetis, Inc. 3.18
Square, Inc. 2.74
Laureate Education, Inc. 2.69
Bharat Financial Inclusion Ltd. 2.62
PureCircle Ltd. 2.61
Vakrangee Ltd. 2.50
Total Portfolio % 30.36

Insights

pdf

A Reboot for International Equities 

Sun Oct 01 12:42:00 EDT 2017
Much like popular film franchises often are restarted to renewed popularity, interest in international investing may be poised to be rekindled.
pdf

Wellington Management’s ESG Integration Philosophy  

Tue Aug 15 11:38:00 EDT 2017
Wellington Management lays out its ESG integration approach.
pdf

Understanding Water: Where the Investment Risks and Opportunities Are 

Fri Jul 14 11:38:00 EDT 2017
The world's water problems are many. As the need to address these issues grows, so does the investable water market.

Literature

Fund Literature

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Fact Sheet

12/31/2017 | pdf
Get FINRA Letter

Max 100

Commentary

09/30/2017 | pdf

Max 100

Summary Prospectus

03/01/2017 | pdf

Available For
Download Only

Pitchbook

09/30/2017 | pdf

Available For
Download Only

Semi Annual Report

04/30/2017 | 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

SAI

03/01/2017 | pdf

Available For
Download Only

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A WORD ABOUT RISK

All investments are subject to risk, including the possible loss of principal. There is no guarantee the Fund will achieve its stated objective. The Fund's share price may fluctuate due to market risk and/or security selections that may underperform the market or relevant benchmarks. Foreign investments can be riskier and more volatile than U.S. investments due to the adverse effects of currency exchange rates, differences in market structure and liquidity, as well as political and economic developments in foreign countries and regions (e.g., "Brexit"). These risks are generally greater for investments in emerging markets. Small-cap securities can have greater risk 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. The Fund invests in a Master Portfolio so it is subject to master-feeder structure risk. Other feeder funds may invest in the Master Portfolio. A large-scale redemption by another feeder fund may increase the proportionate share of the costs of the Master Portfolio borne by the remaining feeder fund shareholders, including the Fund.

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