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Insights

  • Wed Apr 18 11:24:00 EDT 2018

    The 5-Minute Forecast

    A concise summary of the Hartford Funds Multi-Asset Team’s views on the main challenges facing investors: Growth, Income, Volatility, Inflation, and Taxes.

  • Tue Apr 17 09:30:00 EDT 2018

    2018: Year of the Bank Loan?

    Between rising rates and volatility spikes, investors are reminded why bank loans can be an important part of a balanced portfolio.

  • Mon Apr 16 15:13:00 EDT 2018

    Client Conversations: Duration Risk Is Rising: Are You Prepared?

    Rising interest rates may have a significant effect on fixed-income investments.

View All Insights >>

2017 Tax Forms Now Available
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Charts That Got Us Thinking
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as of 4/20/2018
Fund NAV CHG(%) YTD(%)

Hartford Schroders International Multi-Cap Value Fund

Performance (%)
(as of 3/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders International Multi-Cap Value I -0.25 13.43 7.27 6.92 4.74 5.57
Benchmark1 -1.18 16.53 6.18 5.89 2.70 ---
Morningstar Foreign Large Value Category -1.71 12.38 4.82 5.68 2.00 ---

Operating Expenses
Gross: 0.87

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). 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 International Multi-Cap Value -0.67 1.12

Hartford International Opportunities Fund

Performance (%)
(as of 3/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Opportunities I 0.18 15.95 6.77 7.70 4.14 5.85
Benchmark1 -1.18 16.53 6.18 5.89 2.70 ---
Morningstar Foreign Large Blend Category -0.85 15.40 5.56 6.09 2.36 ---

Operating Expenses
Gross: 0.85

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. MSCI index performance is shown net of dividend withholding tax; prior to 3/1/17, it was gross of dividend withholding tax. Indices are unmanaged and unavailable for direct investment.

Hartford International Opportunities -0.82 0.48

Hartford Schroders International Stock Fund

Performance (%)
(as of 3/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders International Stock I -0.68 18.17 6.44 7.03 3.78 7.65
Benchmark1 -1.18 16.53 6.18 5.89 2.70 ---
Morningstar Foreign Large Blend Category -0.85 15.40 5.56 6.09 2.36 ---

Operating Expenses
Gross: 0.91

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. MSCI index performance is shown net of dividend withholding tax; prior to 3/31/17, it was gross of dividend withholding tax. Prior to 3/31/18, the Fund’s benchmark was the MSCI EAFE Index. Indices are unmanaged and not available for direct investment.

Hartford Schroders International Stock -0.52 0.53

Hartford Schroders Tax-Aware Bond Fund

Performance (%)
(as of 3/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders Tax-Aware Bond I -1.37 1.92 2.21 3.37 --- 4.82
Benchmark1 -1.11 2.66 2.25 2.73 --- ---
Morningstar Muni National Intermediate Category -1.07 1.99 1.61 1.80 --- ---

Operating Expenses
Gross: 0.59

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. This Index is unmanaged and not available for direct investment.

Hartford Schroders Tax-Aware Bond -0.09 -1.64

Hartford Total Return Bond Fund

Performance (%)
(as of 3/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Total Return Bond I -1.40 2.19 1.75 2.09 3.76 5.00
Benchmark1 -1.46 1.20 1.20 1.82 3.63 ---
Morningstar Intermediate-Term Bond Category -1.32 1.31 1.26 1.73 3.63 ---

Operating Expenses
Gross: 0.63

1 Bloomberg Barclays U.S. Aggregate Bond Index is composed of securities from the Bloomberg Barclays Government/Credit Bond Index, Mortgage-Backed Securities Index, Asset-Backed Securities Index, and Commercial Mortgage-Backed Securities Index. This Index is unmanaged and not available for direct investment.

Hartford Total Return Bond -0.1 -1.9

Hartford Municipal Opportunities Fund

Performance (%)
(as of 3/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Municipal Opportunities I -0.57 3.18 2.48 2.62 4.02 2.84
Benchmark1 -0.91 1.81 1.78 2.20 3.80 ---
Morningstar Muni National Intermediate Category -1.07 1.99 1.61 1.80 3.47 ---

Operating Expenses
Gross: 0.46

1 Bloomberg Barclays Municipal Bond 1-15 Year Blend (1-17) 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 17 years engineered for the tax-exempt bond market. This Index is unmanaged and not available for direct investment.

Hartford Municipal Opportunities 0.0 -0.53

Hartford Balanced Income Fund

Performance (%)
(as of 3/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Balanced Income I -2.86 5.88 6.11 6.87 7.66 7.25
Benchmark1 -2.41 4.71 5.23 6.73 6.99 ---
Morningstar Allocation 30-50% Equity Category -1.21 5.18 3.60 3.98 4.44 ---

Operating Expenses
Gross: 0.69

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. This blended index is unmanaged and not available for direct investment.

Hartford Balanced Income -0.42 -3.0

Hartford Floating Rate High Income Fund

Performance (%)
(as of 3/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Floating Rate High Income I 1.21 4.66 4.66 3.93 --- 5.66
Benchmark1 1.45 4.43 4.20 3.89 --- ---
Morningstar Bank Loan Category 1.10 3.58 3.43 3.21 --- ---

Operating Expenses
Gross: 0.86

1 S&P/LSTA Leveraged Loan Index is a market-value-weighted index that is designed to measure the performance of the U.S. leverage loan market based upon market weightings, spreads and interest payments. Prior to 3/1/18, the Fund’s benchmark was the Credit Suisse Leveraged Loan Index. Indices are unmanaged and not available for direct investment.

Hartford Floating Rate High Income -0.1 1.75

Hartford Core Equity Fund

Performance (%)
(as of 3/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Core Equity I 1.07 16.17 10.42 14.45 10.01 6.60
Benchmark1 -0.76 13.99 10.78 13.31 9.49 ---
Morningstar Large Growth Category 2.28 20.38 10.54 13.61 9.21 ---

Operating Expenses
Gross: 0.51

1 S&P 500 Index is a market capitalization-weighted price index composed of 500 widely held common stocks. This Index is unmanaged and not available for direct investment.

Hartford Core Equity -0.74 2.36

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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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.

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

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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.

Insights

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.

2018: Year of the Bank Loan?
Tue Apr 17 09:30:00 EDT 2018

Between rising rates and volatility spikes, investors are reminded why bank loans can be an important part of a balanced portfolio.

Client Conversations: Duration Risk Is Rising: Are You Prepared?
Mon Apr 16 15:13:00 EDT 2018

Rising interest rates may have a significant effect on fixed-income investments.

View All Insights >>

2017 Tax Forms Now Available
Visit our Tax Center

Upcoming Webinar

May
9

Quality of Life

Registration Coming Soon

CTGUT_1Q18_square

Charts That Got Us Thinking
1Q 2018
A visual tour of the global economy

FactorReport1Q18_smallsquare

The Factor Report 1Q18
What's driving factor performance?

Financial Professionals Register Now | Login
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2018 Outlooks (Schroders) 

Thought leaders from Schroder Investment Management provide their outlook on issues that may influence markets and portfolios going forward.
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Mastering LinkedIn 

Learn how advisors use LinkedIn to bring in business.
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Client Conversations: Duration Risk Is Rising: Are You Prepared? 

Rising interest rates may have a significant effect on fixed-income investments.

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The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.

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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. Hartford Funds does not serve as a fiduciary. 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, ETF or exchange-traded managed fund (ETMF) prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. Exchange-traded products are distributed by ALPS Distributors, Inc. (ALPS). Advisory services are provided by Hartford Funds Management Company, LLC (HFMC) and its wholly owned subsidiary, Lattice Strategies, LLC (Lattice). 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. Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any 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.

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