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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 3/31/2018)
Average Annual Total Returns % (as of 3/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Global Impact  I 1.10 22.47 --- --- --- 22.21
Benchmark -0.96 14.85 --- --- --- ---
Morningstar World Small/Mid Stock Category -0.30 17.09 --- --- --- ---
Performance (%)
% (as of 3/31/2018)
Average Annual Total Returns % (as of 3/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Global Impact  I 1.10 22.47 --- --- --- 22.21
Benchmark -0.96 14.85 --- --- --- ---
Morningstar World Small/Mid Stock Category -0.30 17.09 --- --- --- ---
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 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
(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

Insights

pdf

The 5-Minute Forecast 

Wed Apr 18 11:24:00 EDT 2018
A concise summary of the Hartford Funds Multi-Asset Team’s views on the main challenges facing investors: Growth, Income, Volatility, Inflation, and Taxes.
pdf

A New Approach to Impact Investing 

Tue Feb 27 09:30:00 EST 2018
Impact investing seeks to deliver attractive investment returns while helping to better people’s lives, and is expected to grow as companies work to solve the world's problems.
pdf

3 Reasons for the Market Sell-Off 

Thu Feb 08 10:00:00 EST 2018
The market is recalibrating to a new environment.

Literature

Fund Literature

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Fact Sheet

03/31/2018 | pdf
Get FINRA Letter

Max 100

Commentary

12/31/2017 | pdf

Max 100

Summary Prospectus

03/01/2018 | pdf

Available For
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Pitchbook

03/31/2018 | pdf

Available For
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Semi Annual Report

04/30/2017 | pdf

Available For
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Statutory Prospectus

03/01/2017 | pdf

Available For
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Annual Report

10/31/2017 | pdf

Available For
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Max 25

SAI

03/01/2017 | pdf

Available For
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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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