Feedback
  • Account Access
  • Contact Us

    Pre-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

    Post-Sales and Website Support
    888-843-7824
    Monday-Friday: 9:00 a.m. - 6:00 p.m. ET

  • Advisor Log In

Hartford Global Impact Fund

addandremoveFav

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 11/30/2018)
Average Annual Total Returns % (as of 11/30/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Global Impact  I -3.47 -0.85 --- --- --- 10.26
Benchmark -2.55 -0.98 --- --- --- ---
Morningstar World Small/Mid Stock Category -7.02 -5.42 --- --- --- ---
Performance (%)
% (as of 9/30/2018)
Average Annual Total Returns % (as of 9/30/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Global Impact  I 1.19 9.13 --- --- --- 14.76
Benchmark 3.83 9.77 --- --- --- ---
Morningstar World Small/Mid Stock Category 2.26 7.32 --- --- --- ---
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.

Statistics
As of Date 10/31/2018
# of Holdings 61
% in Equities 100
% in Foreign Equities 64
Dividend Frequency Annually
Fund Essentials
Inception Date 02/28/2017
Symbol HGXIX
CUSIP 41664T792
Fund Number 1716

Sector Exposure

(as of 10/31/2018)
label currentpercentage
Information Technology 21
Industrials 16
Health Care 16
Utilities 14
Consumer Discretionary 10
Communication Services 8
Financials 6
Real Estate 5
Consumer Staples 3
Materials 1
Energy 0
(as of )
label currentpercentage
Information Technology 0
Industrials 0
Health Care 0
Utilities 0
Consumer Discretionary 0
Communication Services 0
Financials 0
Real Estate 0
Consumer Staples 0
Materials 0
Energy 0

Top Ten Equity Holdings (%)

(as of 10/31/2018)
label percentageholding
GrameenPhone Ltd. 3.35
Laureate Education, Inc. 2.98
Avangrid, Inc. 2.87
Safaricom plc 2.78
Pagseguro Digital Ltd. 2.67
Zoetis, Inc. 2.65
Indiabulls Housing Finance Ltd. 2.50
Itron, Inc. 2.45
Johnson Controls International plc 2.36
Eurofins Scientific SE 2.34
Total Portfolio % 26.95
(as of 9/30/2018)
label percentageholding
Avangrid, Inc. 3.04
GrameenPhone Ltd. 3.01
Laureate Education, Inc. 2.95
Safaricom plc 2.77
Itron, Inc. 2.61
Pagseguro Digital Ltd. 2.60
Zoetis, Inc. 2.59
Johnson Controls International plc 2.36
Eurofins Scientific SE 2.31
Landis+Gyr Group AG 2.19
Total Portfolio % 26.43

Insights

pdf

Reflections on a Red October 

Mon Nov 12 10:00:00 EST 2018
October's 7% market drop was the worst one-month decline since 2011.
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

Is There Still a Long-Term Case for Emerging Market Equities? 

Fri Sep 14 10:00:00 EDT 2018
It’s easy to lose faith in an asset class that’s been down 10% over the past six months.

Literature

Financial Professionals:

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

  • Add to favorite(0)
  • Email(0)
  • Add to Cart(0)

Fund Literature

Select All

0 items Selected
My Favorites
Please select at least one item.

Done

pdf

Fact Sheet

09/30/2018 | pdf

This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.

View FINRA Letter

Add to
Cart

Fund Story

09/30/2018 | pdf

This Fund Story outlines three distinguishing characteristics to help investors better understand the Fund.

View FINRA Letter

Add to
Cart

Commentary

09/30/2018 | pdf

Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.

Add to
Cart

Summary Prospectus

03/01/2018 | pdf

A concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.

Pitchbook

09/30/2018 | pdf

This Pitchbook reviews the Funds' investment approach, investment team, investment process, and general portfolio parameters.

Semi Annual Report

04/30/2018 | pdf

A semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.

Statutory Prospectus

03/01/2017 | pdf

An annual update on the Fund that includes information about the Fund’s investment manager, sub-adviser, and operations.

Annual Report

10/31/2017 | pdf

An annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.

Sustainable Investing Flyer

09/30/2018 | pdf

Sustainable investing allows you to invest with your values in mind without sacrificing the opportunity for attractive returns.

View FINRA Letter

Add to
Cart

Hartford Global Impact Highlights

09/19/2018 | pdf

An annual report for the Hartford Global Impact Fund and Global Impact NextShares.

View FINRA Letter

Add to
Cart

Global Impact Fund - Human Empowerment

06/26/2018 | pdf

A look at human empowerment, a major theme in the portfolio.

Add to
Cart

Global Impact Fund Flyer - Life Essentials

06/26/2018 | pdf

This flyer takes a look at healthcare, which is one of the major themes in the portfolio.

Add to
Cart

Global Impact Fund Flyer - Environment

06/26/2018 | pdf

This flyer takes a look at alternative energy, which is one of the major themes in the portfolio.

Add to
Cart

SAI

03/01/2018 | pdf

A supplementary document to the Fund’s prospectus that includes additional information about the Fund and its operations.  

Important Risks: 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