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Global International Equity fund

Hartford Global Impact Fund   

SHARE CLASS
NAV
$16.55
NAV CHANGE
MORNINGSTAR RATING:
Overall, 4 stars, 3-Year, 4 stars, and 5-Year, 4 stars, rated against 166, 166 and 144 products, respectively. Morningstar RatingTM 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.
©2025 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.
overall (as of 4/30/2025)
166 PRODUCTS
Global Small/Mid Stock Category
Based on Risk-Adjusted Returns
MORNINGSTAR RATING:
Overall, 4 stars, 3-Year, 4 stars, and 5-Year, 4 stars, rated against 166, 166 and 144 products, respectively. Morningstar RatingTM 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.
©2025 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.
overall (as of 4/30/2025)
166 PRODUCTS
Global Small/Mid Stock Category
Based on Risk-Adjusted Returns
Key Documents
      Actions

      Global International Equity fund

      Hartford Global Impact Fund   
      Share Class - I (HGXIX)

      Impact Investing

       

      Invests in companies that strive to make a measurable impact to benefit people and the planet

      Sustainable Fund

       

      Seeks to benefit financially by investing in companies that are on a path toward positive social and/or environmental change

      Sub-advised by Wellington

       

      Wellington prioritizes independent thought and collaboration across all major asset classes

      Objective: Seeks long-term capital appreciation.

      Portfolio Management
      Jason Goins, CFA
      Senior Managing Director
      Equity Portfolio Manager
      3
      YRS
      MANAGING THIS FUND
      18
      YRS
      AT WELLINGTON MANAGEMENT
      24
      YRS
      EXPERIENCE IN THIS INDUSTRY
      Tara C. Stilwell, CFA
      Senior Managing Director
      Equity Portfolio Manager
      5
      YRS
      MANAGING THIS FUND
      17
      YRS
      AT WELLINGTON MANAGEMENT
      31
      YRS
      EXPERIENCE IN THIS INDUSTRY

      The portfolio managers are supported by the full resources of Wellington.

      Performance

      PERFORMANCE %
       
      CUMULATIVE %
      (as of 4/30/2025)
      AVERAGE ANNUAL TOTAL RETURNS %
      (as of 4/30/2025)
      YTD 1YR 3YR 5YR 10YR SI
      Hartford Global Impact I 1.24 11.18 5.13 10.72 --- 8.83
      Benchmark -0.40 11.84 10.27 13.07 --- ---
      Morningstar Global Small/Mid Stock Category -2.64 2.78 1.45 8.44 --- ---
       
      CUMULATIVE %
      (as of 3/31/2025)
      AVERAGE ANNUAL TOTAL RETURNS %
      (as of 3/31/2025)
      YTD 1YR 3YR 5YR 10YR SI
      Hartford Global Impact I -0.65 4.25 1.13 12.29 --- 8.67
      Benchmark -1.32 7.15 6.91 15.18 --- ---
      Morningstar Category -3.57 -2.64 -2.49 10.87 --- ---

      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.

      SI = Since Inception. Fund Inception: 02/28/2017

      Hartford Global Impact Fund I Share Morningstar Ratings
      overall
      (as of 4/30/2025)
      Overall, 4 stars, 3-Year, 4 stars, and 5-Year, 4 stars, rated against 166, 166 and 144 products, respectively. Morningstar RatingTM 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.
      ©2025 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.
      166 PRODUCTS
      |
      Global Small/Mid Stock Category
      Based on Risk-Adjusted Returns
      3 YEAR
      (as of 4/30/2025)
      Overall, 4 stars, 3-Year, 4 stars, and 5-Year, 4 stars, rated against 166, 166 and 144 products, respectively. Morningstar RatingTM 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.
      ©2025 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.
      166 PRODUCTS
      |
      Global Small/Mid Stock Category
      Based on Risk-Adjusted Returns
      5 YEAR
      (as of 4/30/2025)
      Overall, 4 stars, 3-Year, 4 stars, and 5-Year, 4 stars, rated against 166, 166 and 144 products, respectively. Morningstar RatingTM 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.
      ©2025 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.
      144 PRODUCTS
      |
      Global Small/Mid Stock Category
      Based on Risk-Adjusted Returns

      Characteristics

      FUND ESSENTIALS
      Inception Date 02/28/2017
      Net Assets $260 million
      Total Operating Expenses 0.87%
      Morningstar Category Global Small/Mid Stock
      Lipper Classification Global Multi-Cap Core
      CUSIP 41664T792
      Fund Number 1716
      FUND STATS
      # of Holdings
      		66
      % in Equities
      		98
      % in Foreign Equities
      		33
      Beta (3 year)
      		1.06
      R Squared (3 year)
      		0.87
      Active Share
      		97%
      Dividend Frequency
      		Annually
      Regional Exposure (%)
      North America 66
      Developed EU & Middle East ex UK 13
      United Kingdom 9
      Emerging Markets 9
      Japan 2
      Developed Asia Pacific ex Japan 0
      North America 66
      Developed EU & Middle East ex UK 13
      United Kingdom 10
      Emerging Markets 9
      Japan 2
      Developed Asia Pacific ex Japan 0
      Top Ten Holdings (%)
      Boston Scientific Corp. 3.21
      Beazley PLC 3.16
      Globe Life, Inc. 2.86
      CyberArk Software Ltd. 2.43
      F5, Inc. 2.39
      GoDaddy, Inc. 2.34
      Eli Lilly & Co. 2.28
      Schneider Electric SE 2.15
      Stride, Inc. 2.11
      Laureate Education, Inc. 2.11
      Total Portfolio % 25.04

      Full Portfolio Holdings
      Theme Exposure (%)Hover over to view values. Excludes companies that are aligned with more than one impact theme, if any.
      Sector Exposure (%)

      Exposure Chart Header

      FUND
      		 BENCHMARK UNDERWEIGHT / OVERWEIGHT

      Exposure Chart Header2

      		3/31/25 4/30/25 4/30/25 -15 0 15
      Industrials 26 26 11
      Health Care 20 19 10
      Consumer Staples 5 7 6
      Consumer Discretionary 10 11 11
      Real Estate 3 2 2
      Materials 3 2 4
      Utilities 0 0 3
      Energy 0 0 4
      Communication Services 3 3 8
      Financials 13 12 18
      Information Technology 17 17 24
      Based on sub-adviser's classification of securities in the Fund's investment universe into social and environmental themes. Excludes cash. May not total to 100% due to rounding and certain unclassified securities.
      distributions and capital gains
      Distribution Date Distribution NAV ordinary income short term capital gains long term capital gains total distribution
      12/27/2024 15.51 $0.1509 $0.0000 $0.0000 $0.1509
      12/11/2024 16.30 $0.0000 $0.0000 $0.0000 $0.0000
      Past distributions are not indicative of future distributions.

      Fund Literature

      VIEW MY SAVED ITEMS
      Fact Sheet
      03/31/2025 - PDF (914 KB)
      This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and the current performance.
      SUBSCRIBE
      ORDER PRINTS
      SAVEd
      Commentary
      03/31/2025 - PDF (165 KB)
      Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
      SUBSCRIBE
      ORDER PRINTS
      SAVEd
      Expanded Commentary
      03/31/2025 - PDF (208 KB)
      Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
      SUBSCRIBE
      ORDER PRINTS
      SAVEd
      Annual Impact Report
      03/31/2025 - PDF (3 MB)
      Each year Wellington Management quantifies the positive impacts the companies the Fund invests in are having on the world.
      SUBSCRIBE
      SAVEd
      Summary Prospectus
      PDF (117 KB)
      A summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.
      ORDER PRINTS
      SAVEd
      Pitchbook
      03/31/2025 - PDF (1 MB)
      This Pitchbook reviews the Fund's investment approach, investment team, investment process, and general portfolio parameters.
      SUBSCRIBE
      ORDER PRINTS
      SAVEd
      Financial Statements and Other Information – Semi-Annual
      PDF (2 KB)
      An unaudited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
      SAVEd
      Statutory Prospectus
      PDF (13 KB)
      A legal document that discloses essential information about a fund, including investment objectives, risks, fees, expenses, fund manager background and other information.
      SAVEd
      Financial Statements and Other Information – Annual
      PDF (2 KB)
      An audited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
      SAVEd
      SAI
      PDF (13 KB)
      A document that supplements the fund's prospectus with additional information about the fund including its operations and risks.
      SAVEd
      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- 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, economic and regulatory developments. These risks may be greater, and include additional risks, for investments in emerging markets. • The Fund's impact investing focus may cause the Fund to forego certain investment opportunities and underperform funds that do not have a similar focus. • To the extent the Fund focuses on one or more sectors, such as the industrials, health care, and information technology sectors, the Fund may be subject to increased volatility and risk of loss if adverse developments occur.
      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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