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Hartford Long/Short Global Equity Fund

Explore Another ETFs

Objective

Seeks to provide long-term capital appreciation.

Overview

A fund that strives to deliver long-term capital appreciation with lower volatility than the global equity markets by primarily investing in global small-cap companies.

More About Long/Short Global Equity Fund 

Kenneth L. Abrams
Senior Managing Director
Equity Portfolio Manager
Donald S. Tunnell, CFA
Senior Managing Director
Co-Director of Quantitative Investments and Director of Quantitative Research

Portfolio managers are supported by the full resources of Wellington Management

Performance

Performance (%)
% (as of 12/31/2017)
Average Annual Total Returns % (as of 12/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Long/Short Global Equity  I 17.14 17.14 8.72 --- --- 7.15
Benchmark 23.97 23.97 9.30 --- --- ---
Morningstar Long-Short Equity Category 10.68 10.68 3.40 --- --- ---
Performance (%)
% (as of 12/31/2017)
Average Annual Total Returns % (as of 12/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Long/Short Global Equity  I 17.14 17.14 8.72 --- --- 7.15
Benchmark 23.97 23.97 9.30 --- --- ---
Morningstar Long-Short Equity Category 10.68 10.68 3.40 --- --- ---
SI = Since Inception. Fund Inception: 08/29/2014
Operating Expenses:   Net 3.31% |  Gross  3.68%  |  Net (excluding certain investment expenses) 1.71

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.

Growth of $10,000

(as of 12/31/2017)
[{"date":"2017/12/31","value":"12516"},{"date":"2017/11/30","value":"12467"},{"date":"2017/10/31","value":"12081"},{"date":"2017/09/30","value":"12132"},{"date":"2017/08/31","value":"11878"},{"date":"2017/07/31","value":"11797"},{"date":"2017/06/30","value":"11533"},{"date":"2017/05/31","value":"11330"},{"date":"2017/04/30","value":"11350"},{"date":"2017/03/31","value":"11198"},{"date":"2017/02/28","value":"11117"},{"date":"2017/01/31","value":"10964"},{"date":"2016/12/31","value":"10690"},{"date":"2016/11/30","value":"10721"},{"date":"2016/10/31","value":"10365"},{"date":"2016/09/30","value":"10447"},{"date":"2016/08/31","value":"10375"},{"date":"2016/07/31","value":"10274"},{"date":"2016/06/30","value":"9959"},{"date":"2016/05/31","value":"10030"},{"date":"2016/04/30","value":"9990"},{"date":"2016/03/31","value":"10020"},{"date":"2016/02/29","value":"9543"},{"date":"2016/01/31","value":"9543"},{"date":"2015/12/31","value":"10030"},{"date":"2015/11/30","value":"10240"},{"date":"2015/10/31","value":"10250"},{"date":"2015/09/30","value":"9840"},{"date":"2015/08/31","value":"9850"},{"date":"2015/07/31","value":"10260"},{"date":"2015/06/30","value":"10030"},{"date":"2015/05/31","value":"10220"},{"date":"2015/04/30","value":"10360"},{"date":"2015/03/31","value":"10370"},{"date":"2015/02/28","value":"10260"},{"date":"2015/01/31","value":"9930"},{"date":"2014/12/31","value":"9800"},{"date":"2014/11/30","value":"9640"},{"date":"2014/10/31","value":"9620"},{"date":"2014/09/30","value":"9510"},{"date":"2014/08/31","value":"10000"},{"date":"2014/08/29","value":"10000"}]

 
Growth of $10,000

Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.

I-Share Morningstar Ratings
(as of 12/31/2017)
  • Overall
    infoIcon:
  • Overall Morningstar Rating for Long/Short Global Equity Fund, Class I, as of 12/31/2017 out of 202 products in the Long-Short Equity Category Based on Risk-Adjusted Returns
Calendar Year Returns (%)
Fund Benchmark
2017 17.14 23.97
2016 6.97 7.86
2015 2.55 -2.36
2014 --- ---
2013 --- ---
2012 --- ---
2011 --- ---
2010 --- ---
2009 --- ---
2008 --- ---

Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.

Characteristics Holdings are subject to change. Percentages may be rounded.

Statistics
As of Date 12/31/2017
Net Assets $48 million
Turnover (12/31/2017) 482%
Standard Deviation 12.04%

Top Ten Short Holdings (%)

(as of 12/31/2017)
label percentageholding
iShares MSCI India ETF -0.92
iShares MSCI Brazil Capped ETF -0.68
Tsogo Sun Holdings Ltd. -0.64
Toho Titanium Co., Ltd. -0.63
iRhythm Technologies, Inc. -0.62
Fletcher Building Ltd. -0.61
MonotaRO Co., Ltd. -0.61
Munters Group AB -0.61
Sun Hydraulics Corp. -0.60
Vocera Communications, Inc. -0.60
Total Portfolio % -6.52
(as of 9/30/2017)
label percentageholding
iShares MSCI India ETF -0.97
iShares MSCI Brazil Capped ETF -0.78
Semiconductor Manufacturing International Corp. -0.64
Trupanion, Inc. -0.63
Veeco Instruments, Inc. -0.63
Yoox Net-A-Porter Group S.p.A. -0.63
Benefitfocus, Inc. -0.62
Fitbit, Inc. -0.62
Tenet Healthcare Corp. -0.62
U-Blox AG -0.62
Total Portfolio % -6.52

Top Ten Long Holdings (%)

(as of 12/31/2017)
label percentageholding
First Solar, Inc. 1.87
Methanex Corp. 1.87
Alcoa Corp. 1.81
Teledyne Technologies, Inc. 1.74
Salzgitter AG 1.68
Carter's, Inc. 1.54
iShares Core MSCI EAFE ETF 1.53
Teradyne, Inc. 1.53
iShares Russell 2000 ETF 1.52
Nu Skin Enterprises, Inc. 1.52
Total Portfolio % 16.61
(as of 9/30/2017)
label percentageholding
Entegris, Inc. 1.87
iShares Core MSCI EAFE ETF 1.84
iShares Russell 2000 ETF 1.84
Sanderson Farms, Inc. 1.71
Daifuku Co., Ltd. 1.70
First Solar, Inc. 1.68
Methanex Corp. 1.62
Teledyne Technologies, Inc. 1.60
Potlatch Corp. 1.52
ICON plc 1.51
Total Portfolio % 16.61
Fund Essentials
Inception Date 08/29/2014
Symbol HLOIX
CUSIP 41664R341
Fund Number 1686

Insights

pdf

Correlation and Dispersion: Return of the Stock Picker's Market? 

Tue Jun 06 10:00:00 EDT 2017
Amid normalizing central bank policy, correlations and dispersion are trending in a favorable direction for fundamental investors.

Literature

Fund Literature

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Fact Sheet

09/30/2017 | pdf
Get FINRA Letter

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Commentary

09/30/2017 | pdf
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Summary Prospectus

03/01/2017 | pdf

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Pitchbook

09/30/2017 | pdf

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Semi Annual Report

04/30/2017 | pdf

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Statutory Prospectus

03/01/2017 | pdf

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Annual Report

10/31/2017 | pdf

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SAI

03/01/2017 | pdf

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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. When the Fund engages in short selling, substantial losses can result, and the investment of the proceeds from these transactions uses leverage, which may increase the volatility of the Fund's returns and could cause the Fund to underperform. Derivatives may be riskier or more volatile than other types of investments because they are generally more sensitive to changes in market or economic conditions; risks include currency, leverage, liquidity, index, pricing, and counterparty risk. Small-cap securities can have greater risk and volatility than large-cap securities. The Fund may have high portfolio turnover, which could increase the Fund's transaction costs and an investor's tax liability.

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