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as of 8/23/2017
Fund NAV CHG(%) YTD(%)

Hartford Dividend and Growth Fund

Performance (%)
(as of 7/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Dividend and Growth I 8.44 16.29 9.05 13.65 7.32 9.08
Benchmark1 11.59 16.04 10.87 14.78 7.74 ---
Morningstar Large Value Category 7.08 14.34 7.30 12.49 5.35 ---

Operating Expenses
Gross: 0.83

1 S&P 500 Index is a market capitalization-weighted price index composed of 500 widely held common stocks.

Hartford Dividend and Growth 25.83 -0.27 6.91

Hartford Emerging Markets Equity Fund

Performance (%)
(as of 7/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Emerging Markets Equity I 29.63 27.58 3.70 6.51 --- 1.48
Benchmark1 25.49 24.84 2.39 4.76 --- ---
Morningstar Diversified Emerging Markets Category 24.12 21.14 1.85 4.57 --- ---

Operating Expenses
Gross: 1.22

1 MSCI Emerging Markets Index is a free float-adjusted market capitalization-weighted index that is designed to measure equity market performance in the global emerging markets, consisting of 24 emerging market country indices. MSCI index performance is shown net of dividend withholding tax; prior to 3/1/17, it was gross of dividend withholding tax. This Index is unmanaged and not available for direct investment.

Hartford Emerging Markets Equity 9.36 0.21 31.46

Hartford International Opportunities Fund

Performance (%)
(as of 7/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Opportunities I 18.00 18.40 5.26 9.33 3.73 5.76
Benchmark1 18.30 19.01 2.37 7.70 1.52 ---
Morningstar Foreign Large Blend Category 17.94 17.37 3.02 8.27 1.18 ---

Operating Expenses
Gross: 0.88

1 MSCI AC (All Country) World ex USA Index is a broad-based, unmanaged, market capitalization weighted, total return index that measures the performance of both developed and emerging stock markets, excluding the U.S. Effective 3/1/17, the fund’s MSCI benchmark performance was restated from gross to net of dividend withholding tax. This Index is unmanaged and not available for direct investment.

Hartford International Opportunities 16.61 -0.12 16.81

Hartford Schroders Emerging Markets Equity Fund

Performance (%)
(as of 7/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders Emerging Markets Equity I 26.95 27.74 3.69 5.21 2.67 5.74
Benchmark1 25.49 24.84 2.39 4.76 1.98 ---
Morningstar Diversified Emerging Markets Category 24.12 21.14 1.85 4.57 1.00 ---

Operating Expenses
Gross: 1.30

1 MSCI Emerging Markets Index is a free float-adjusted market capitalization-weighted index that is designed to measure equity market performance in the global emerging markets, consisting of 24 emerging market country indices. MSCI index performance is shown net of dividend withholding tax; prior to 3/1/17, it was gross of dividend withholding tax. This Index is unmanaged and not available for direct investment.

Hartford Schroders Emerging Markets Equity 15.43 0.39 29.55

Hartford Floating Rate High Income Fund

Performance (%)
(as of 7/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Floating Rate High Income I 3.53 8.76 3.19 4.86 --- 5.81
Benchmark1 2.76 6.83 3.77 4.79 --- ---
Morningstar Bank Loan Category 2.27 5.90 2.88 3.97 --- ---

Operating Expenses
Gross: 0.91

1 Credit Suisse Leveraged Loan Index is designed to mirror the investible universe of the United States dollar-denominated leveraged loan market.

Hartford Floating Rate High Income 9.99 0.0 3.27

Hartford Schroders International Multi-Cap Value Fund

Performance (%)
(as of 7/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders International Multi-Cap Value I 17.10 17.55 3.18 9.55 3.22 5.44
Benchmark1 18.30 19.01 2.37 7.70 1.52 ---
Morningstar Foreign Large Value Category 15.82 18.36 1.92 8.25 0.69 ---

Operating Expenses
Gross: 0.89

1 MSCI AC (All Country) World ex USA Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of emerging markets and developed markets countries (excluding the United States). Effective 3/1/17, the fund’s MSCI benchmark performance was restated from gross to net of dividend withholding tax. This Index is unmanaged and not available for direct investment.

Hartford Schroders International Multi-Cap Value 9.91 -0.2 16.28

Hartford Balanced Income Fund

Performance (%)
(as of 7/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Balanced Income I 6.14 7.61 6.61 8.19 7.32 7.48
Benchmark1 5.44 7.61 6.20 8.48 6.52 ---
Morningstar Allocation 30-50% Equity Category 6.15 6.44 3.46 4.89 4.17 ---

Operating Expenses
Gross: 0.70

1 The blended index consists of 45% Russell 1000 Value Index, 44% Bloomberg Barclays Corporate Index, 5.5% JP Morgan Emerging Markets Bond Index Plus, and 5.5% Bloomberg Barclays U.S. Corporate High-Yield Bond 2% Issuer Cap Index.

Hartford Balanced Income 14.42 0.0 5.7

Hartford Floating Rate Fund

Performance (%)
(as of 7/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Floating Rate I 2.96 8.19 3.36 4.21 4.08 4.19
Benchmark1 2.76 6.83 3.77 4.79 4.60 ---
Morningstar Bank Loan Category 2.27 5.90 2.88 3.97 3.58 ---

Operating Expenses
Gross: 0.74

1 Credit Suisse Leveraged Loan Index is designed to mirror the investible universe of the United States dollar-denominated leveraged loan market.

Hartford Floating Rate 8.7 0.0 2.74

Hartford Schroders Tax-Aware Bond Fund

Performance (%)
(as of 7/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders Tax-Aware Bond I 3.02 0.30 3.96 3.89 --- 5.44
Benchmark1 4.40 0.26 3.55 3.10 --- ---
Morningstar Muni National Intermediate Category 3.68 -0.15 2.51 2.19 --- ---

Operating Expenses
Gross: 0.55

1 Bloomberg Barclays Municipal Bond Index is an unmanaged index that is considered representative of the broad market for investment grade, tax-exempt bonds with a maturity of at least one year.

Hartford Schroders Tax-Aware Bond 11.13 0.09 3.49

Hartford Municipal Opportunities Fund

Performance (%)
(as of 7/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Municipal Opportunities I 4.53 0.09 3.67 3.23 3.11 3.00
Benchmark1 3.97 0.44 2.88 2.60 4.28 ---
Morningstar Muni National Intermediate Category 3.68 -0.15 2.51 2.19 3.70 ---

Operating Expenses
Gross: 0.47

1 Bloomberg Barclays Municipal Bond 1-15 Year Index is a sub-index of the Bloomberg Barclays Municipal Bond Index. It is a rules-based market value-weighted index of bonds with maturities of one year to 15 years engineered for the tax-exempt bond market.

Hartford Municipal Opportunities 8.67 0.12 5.2

Hartford World Bond Fund

Performance (%)
(as of 7/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford World Bond I 1.75 0.38 1.31 2.09 --- 3.12
Benchmark1 6.43 -2.87 -0.08 -0.02 --- ---
Morningstar World Bond Category 5.86 1.87 0.88 1.42 --- ---

Operating Expenses
Gross: 0.79

1 Citigroup World Government Bond Index is a market-capitalization-weighted index consisting of government bond markets. Country eligibility is determined based on market capitalization and investability criteria. All issues have a remaining maturity of at least one year.

Hartford World Bond 10.46 0.0 1.95

Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of the investment will fluctuate so that an investors' 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.

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Insiders Out: Are Index Owners Getting Less of the “Good Stuff?” 

Free-float-adjusted indexes generally lack exposure to companies with insider ownership, which may potentially perform well.
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Schroders: Emerging Markets Investment Outlook 

A monthly outlook reviewing the markets and the top-down, quantitative model Schroders uses to make emerging-markets country allocation decisions.
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It’s still not too late for investors to invest in emerging markets.
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Pre-Sales Support 

800-456-7526

Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET
Friday: 8:00 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

Settings  

Customize your My Funds watch list to track performance for the funds that interest you. Sign in OR Register

as of 8/23/2017
Fund NAV CHG(%) YTD(%)

Hartford Dividend and Growth Fund

Performance (%)
(as of 7/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Dividend and Growth I 8.44 16.29 9.05 13.65 7.32 9.08
Benchmark1 11.59 16.04 10.87 14.78 7.74 ---
Morningstar Large Value Category 7.08 14.34 7.30 12.49 5.35 ---

Operating Expenses
Gross: 0.83

1 S&P 500 Index is a market capitalization-weighted price index composed of 500 widely held common stocks.

Hartford Dividend and Growth 25.83 -0.27 6.91

Hartford Emerging Markets Equity Fund

Performance (%)
(as of 7/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Emerging Markets Equity I 29.63 27.58 3.70 6.51 --- 1.48
Benchmark1 25.49 24.84 2.39 4.76 --- ---
Morningstar Diversified Emerging Markets Category 24.12 21.14 1.85 4.57 --- ---

Operating Expenses
Gross: 1.22

1 MSCI Emerging Markets Index is a free float-adjusted market capitalization-weighted index that is designed to measure equity market performance in the global emerging markets, consisting of 24 emerging market country indices. MSCI index performance is shown net of dividend withholding tax; prior to 3/1/17, it was gross of dividend withholding tax. This Index is unmanaged and not available for direct investment.

Hartford Emerging Markets Equity 9.36 0.21 31.46

Hartford International Opportunities Fund

Performance (%)
(as of 7/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Opportunities I 18.00 18.40 5.26 9.33 3.73 5.76
Benchmark1 18.30 19.01 2.37 7.70 1.52 ---
Morningstar Foreign Large Blend Category 17.94 17.37 3.02 8.27 1.18 ---

Operating Expenses
Gross: 0.88

1 MSCI AC (All Country) World ex USA Index is a broad-based, unmanaged, market capitalization weighted, total return index that measures the performance of both developed and emerging stock markets, excluding the U.S. Effective 3/1/17, the fund’s MSCI benchmark performance was restated from gross to net of dividend withholding tax. This Index is unmanaged and not available for direct investment.

Hartford International Opportunities 16.61 -0.12 16.81

Hartford Schroders Emerging Markets Equity Fund

Performance (%)
(as of 7/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders Emerging Markets Equity I 26.95 27.74 3.69 5.21 2.67 5.74
Benchmark1 25.49 24.84 2.39 4.76 1.98 ---
Morningstar Diversified Emerging Markets Category 24.12 21.14 1.85 4.57 1.00 ---

Operating Expenses
Gross: 1.30

1 MSCI Emerging Markets Index is a free float-adjusted market capitalization-weighted index that is designed to measure equity market performance in the global emerging markets, consisting of 24 emerging market country indices. MSCI index performance is shown net of dividend withholding tax; prior to 3/1/17, it was gross of dividend withholding tax. This Index is unmanaged and not available for direct investment.

Hartford Schroders Emerging Markets Equity 15.43 0.39 29.55

Hartford Floating Rate High Income Fund

Performance (%)
(as of 7/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Floating Rate High Income I 3.53 8.76 3.19 4.86 --- 5.81
Benchmark1 2.76 6.83 3.77 4.79 --- ---
Morningstar Bank Loan Category 2.27 5.90 2.88 3.97 --- ---

Operating Expenses
Gross: 0.91

1 Credit Suisse Leveraged Loan Index is designed to mirror the investible universe of the United States dollar-denominated leveraged loan market.

Hartford Floating Rate High Income 9.99 0.0 3.27

Hartford Schroders International Multi-Cap Value Fund

Performance (%)
(as of 7/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders International Multi-Cap Value I 17.10 17.55 3.18 9.55 3.22 5.44
Benchmark1 18.30 19.01 2.37 7.70 1.52 ---
Morningstar Foreign Large Value Category 15.82 18.36 1.92 8.25 0.69 ---

Operating Expenses
Gross: 0.89

1 MSCI AC (All Country) World ex USA Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of emerging markets and developed markets countries (excluding the United States). Effective 3/1/17, the fund’s MSCI benchmark performance was restated from gross to net of dividend withholding tax. This Index is unmanaged and not available for direct investment.

Hartford Schroders International Multi-Cap Value 9.91 -0.2 16.28

Hartford Balanced Income Fund

Performance (%)
(as of 7/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Balanced Income I 6.14 7.61 6.61 8.19 7.32 7.48
Benchmark1 5.44 7.61 6.20 8.48 6.52 ---
Morningstar Allocation 30-50% Equity Category 6.15 6.44 3.46 4.89 4.17 ---

Operating Expenses
Gross: 0.70

1 The blended index consists of 45% Russell 1000 Value Index, 44% Bloomberg Barclays Corporate Index, 5.5% JP Morgan Emerging Markets Bond Index Plus, and 5.5% Bloomberg Barclays U.S. Corporate High-Yield Bond 2% Issuer Cap Index.

Hartford Balanced Income 14.42 0.0 5.7

Hartford Floating Rate Fund

Performance (%)
(as of 7/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Floating Rate I 2.96 8.19 3.36 4.21 4.08 4.19
Benchmark1 2.76 6.83 3.77 4.79 4.60 ---
Morningstar Bank Loan Category 2.27 5.90 2.88 3.97 3.58 ---

Operating Expenses
Gross: 0.74

1 Credit Suisse Leveraged Loan Index is designed to mirror the investible universe of the United States dollar-denominated leveraged loan market.

Hartford Floating Rate 8.7 0.0 2.74

Hartford Schroders Tax-Aware Bond Fund

Performance (%)
(as of 7/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders Tax-Aware Bond I 3.02 0.30 3.96 3.89 --- 5.44
Benchmark1 4.40 0.26 3.55 3.10 --- ---
Morningstar Muni National Intermediate Category 3.68 -0.15 2.51 2.19 --- ---

Operating Expenses
Gross: 0.55

1 Bloomberg Barclays Municipal Bond Index is an unmanaged index that is considered representative of the broad market for investment grade, tax-exempt bonds with a maturity of at least one year.

Hartford Schroders Tax-Aware Bond 11.13 0.09 3.49

Hartford Municipal Opportunities Fund

Performance (%)
(as of 7/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Municipal Opportunities I 4.53 0.09 3.67 3.23 3.11 3.00
Benchmark1 3.97 0.44 2.88 2.60 4.28 ---
Morningstar Muni National Intermediate Category 3.68 -0.15 2.51 2.19 3.70 ---

Operating Expenses
Gross: 0.47

1 Bloomberg Barclays Municipal Bond 1-15 Year Index is a sub-index of the Bloomberg Barclays Municipal Bond Index. It is a rules-based market value-weighted index of bonds with maturities of one year to 15 years engineered for the tax-exempt bond market.

Hartford Municipal Opportunities 8.67 0.12 5.2

Hartford World Bond Fund

Performance (%)
(as of 7/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford World Bond I 1.75 0.38 1.31 2.09 --- 3.12
Benchmark1 6.43 -2.87 -0.08 -0.02 --- ---
Morningstar World Bond Category 5.86 1.87 0.88 1.42 --- ---

Operating Expenses
Gross: 0.79

1 Citigroup World Government Bond Index is a market-capitalization-weighted index consisting of government bond markets. Country eligibility is determined based on market capitalization and investability criteria. All issues have a remaining maturity of at least one year.

Hartford World Bond 10.46 0.0 1.95

Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of the investment will fluctuate so that an investors' 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.

Hartford Balanced Income Fund I (HBLIX)

Fund Outlook & Commentary

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   Fact Sheet        Fund Story

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3Q 2017 Outlooks (Wellington) 

Thought leaders from Wellington Management provide their outlook on issues that will influence markets for the remainder of the year.
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Replace dated time management strategies with focus management to improve the health and growth of our business.
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Client Conversations: Doctors and Prescriptions and—Uber? Oh My! 

When it comes to retirement, prepare for both the expected and the unexpected.

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The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are suitable for any particular investor so investors should seek their own professional advice before investing. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

All investments are subject to risk, including the possible loss of principal. Investors should carefully consider a fund’s investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund or ETF prospectus and summary prospectus (if available), which can be obtained from a financial professional and should be read carefully before investing.

Hartford Funds refers to Hartford Funds Management Group, Inc., and its subsidiaries, including the mutual funds' and active ETFs' investment manager, Hartford Funds Management Company, LLC (HFMC), the mutual funds' distributor, Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC as well as Lattice Strategies LLC (Lattice), a wholly owned subsidiary of HFMC, which serves as the investment adviser to strategic beta exchange-traded funds (ETFs). Certain funds are sub-advised by Wellington Management Company LLP or Schroder Investment Management North America Inc. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. All ETFs are distributed by ALPS Distributors, Inc. (ALPS). Hartford Funds is not affiliated with any fund sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

© Copyright 2017 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value