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as of 6/28/2017
Fund NAV CHG(%) YTD(%)

Hartford Core Equity Fund

Performance (%)
(as of 5/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Core Equity I 9.95 13.89 10.94 16.25 7.03 6.26
Benchmark1 8.66 17.47 10.14 15.42 6.94 ---
Morningstar Large Growth Category 13.97 18.20 9.46 14.20 6.78 ---

Operating Expenses
Gross: 0.55

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

Hartford Core Equity 27.12 0.93 10.6

Hartford Dividend and Growth Fund

Performance (%)
(as of 5/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Dividend and Growth I 5.62 16.39 8.40 14.30 6.65 9.01
Benchmark1 8.66 17.47 10.14 15.42 6.94 ---
Morningstar Large Value Category 3.96 14.66 6.38 13.00 4.40 ---

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 26.0 0.85 7.19

Hartford MidCap Fund

Performance (%)
(as of 5/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford MidCap I 9.36 17.28 9.29 16.21 7.79 12.28
Benchmark1 4.30 17.16 9.42 14.98 8.15 ---
Morningstar Mid-Cap Growth Category 11.22 16.50 7.53 12.64 6.08 ---

Operating Expenses
Gross: 1.01

1 S&P MidCap 400 Index is an unmanaged index of common stocks of companies chosen by S&P designed to represent price movements in the mid-cap U.S. equity market.

Hartford MidCap 29.28 1.21 12.83

Hartford Schroders International Multi-Cap Value Fund

Performance (%)
(as of 5/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders International Multi-Cap Value I 12.62 18.56 2.17 10.06 2.67 5.15
Benchmark1 13.74 18.24 1.26 8.39 1.18 ---
Morningstar Foreign Large Value Category 12.28 15.77 0.42 9.09 0.18 ---

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). MSCI index performance is shown net of dividend withholding tax; prior to 3/1/17, it was gross of dividend withholding tax.

Hartford Schroders International Multi-Cap Value 9.79 0.62 14.14

Hartford Balanced Income Fund

Performance (%)
(as of 5/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Balanced Income I 4.48 9.96 5.93 9.07 6.82 7.44
Benchmark1 3.51 9.72 5.70 9.11 5.92 ---
Morningstar Allocation 30-50% Equity Category 4.66 8.03 2.93 5.24 3.82 ---

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 14.47 0.28 5.36

Hartford Floating Rate Fund

Performance (%)
(as of 5/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Floating Rate I 2.29 8.80 3.25 4.42 3.63 4.20
Benchmark1 2.03 7.59 3.72 5.00 4.20 ---
Morningstar Bank Loan Category 1.65 6.67 2.80 4.20 3.20 ---

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 2.12

Hartford Schroders Tax-Aware Bond Fund

Performance (%)
(as of 5/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders Tax-Aware Bond I 2.60 1.55 3.99 4.50 --- 5.53
Benchmark1 3.94 1.46 3.49 3.31 --- ---
Morningstar Muni National Intermediate Category 3.34 0.89 2.45 2.37 --- ---

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 11.07 -0.09 2.6

Hartford Municipal Opportunities Fund

Performance (%)
(as of 5/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Municipal Opportunities I 3.93 1.20 3.58 3.44 2.99 2.99
Benchmark1 3.61 1.47 2.83 2.75 4.29 ---
Morningstar Muni National Intermediate Category 3.34 0.89 2.45 2.37 3.69 ---

Operating Expenses
Gross: 0.47

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.

Hartford Municipal Opportunities 8.62 -0.12 4.16

Hartford World Bond Fund

Performance (%)
(as of 5/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford World Bond I 1.36 0.97 1.23 2.30 --- 3.14
Benchmark1 4.63 -0.46 -0.69 -0.16 --- ---
Morningstar World Bond Category 4.27 3.70 0.41 1.68 --- ---

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 10.41 0.0 1.46

Hartford Quality Bond Fund

Performance (%)
(as of 5/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Quality Bond I 2.15 0.86 2.32 --- --- 2.08
Benchmark1 2.38 1.58 2.53 --- --- ---
Morningstar Intermediate-Term Bond Category 2.58 2.59 2.24 --- --- ---

Operating Expenses
Gross: 0.83

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.

Hartford Quality Bond 10.02 -0.1 2.23

Hartford International Value Fund

Performance (%)
(as of 5/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Value I 11.46 25.62 4.97 13.82 --- 10.81
Benchmark1 10.78 18.44 -0.30 9.85 --- ---
Morningstar Foreign Large Value Category 12.28 15.77 0.42 9.09 --- ---

Operating Expenses
Gross: 0.98

1 MSCI EAFE Value Index is a free-float weighted index. The Index represents the securities classified as "value" securities by MSCI that are members of the MSCI EAFE Index. The MSCI EAFE region covers developed-market countries in Europe, Australasia, and the Far East. 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 International Value 16.8 0.78 13.28

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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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

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as of 6/28/2017
Fund NAV CHG(%) YTD(%)

Hartford Core Equity Fund

Performance (%)
(as of 5/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Core Equity I 9.95 13.89 10.94 16.25 7.03 6.26
Benchmark1 8.66 17.47 10.14 15.42 6.94 ---
Morningstar Large Growth Category 13.97 18.20 9.46 14.20 6.78 ---

Operating Expenses
Gross: 0.55

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

Hartford Core Equity 27.12 0.93 10.6

Hartford Dividend and Growth Fund

Performance (%)
(as of 5/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Dividend and Growth I 5.62 16.39 8.40 14.30 6.65 9.01
Benchmark1 8.66 17.47 10.14 15.42 6.94 ---
Morningstar Large Value Category 3.96 14.66 6.38 13.00 4.40 ---

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 26.0 0.85 7.19

Hartford MidCap Fund

Performance (%)
(as of 5/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford MidCap I 9.36 17.28 9.29 16.21 7.79 12.28
Benchmark1 4.30 17.16 9.42 14.98 8.15 ---
Morningstar Mid-Cap Growth Category 11.22 16.50 7.53 12.64 6.08 ---

Operating Expenses
Gross: 1.01

1 S&P MidCap 400 Index is an unmanaged index of common stocks of companies chosen by S&P designed to represent price movements in the mid-cap U.S. equity market.

Hartford MidCap 29.28 1.21 12.83

Hartford Schroders International Multi-Cap Value Fund

Performance (%)
(as of 5/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders International Multi-Cap Value I 12.62 18.56 2.17 10.06 2.67 5.15
Benchmark1 13.74 18.24 1.26 8.39 1.18 ---
Morningstar Foreign Large Value Category 12.28 15.77 0.42 9.09 0.18 ---

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). MSCI index performance is shown net of dividend withholding tax; prior to 3/1/17, it was gross of dividend withholding tax.

Hartford Schroders International Multi-Cap Value 9.79 0.62 14.14

Hartford Balanced Income Fund

Performance (%)
(as of 5/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Balanced Income I 4.48 9.96 5.93 9.07 6.82 7.44
Benchmark1 3.51 9.72 5.70 9.11 5.92 ---
Morningstar Allocation 30-50% Equity Category 4.66 8.03 2.93 5.24 3.82 ---

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 14.47 0.28 5.36

Hartford Floating Rate Fund

Performance (%)
(as of 5/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Floating Rate I 2.29 8.80 3.25 4.42 3.63 4.20
Benchmark1 2.03 7.59 3.72 5.00 4.20 ---
Morningstar Bank Loan Category 1.65 6.67 2.80 4.20 3.20 ---

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 2.12

Hartford Schroders Tax-Aware Bond Fund

Performance (%)
(as of 5/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders Tax-Aware Bond I 2.60 1.55 3.99 4.50 --- 5.53
Benchmark1 3.94 1.46 3.49 3.31 --- ---
Morningstar Muni National Intermediate Category 3.34 0.89 2.45 2.37 --- ---

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 11.07 -0.09 2.6

Hartford Municipal Opportunities Fund

Performance (%)
(as of 5/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Municipal Opportunities I 3.93 1.20 3.58 3.44 2.99 2.99
Benchmark1 3.61 1.47 2.83 2.75 4.29 ---
Morningstar Muni National Intermediate Category 3.34 0.89 2.45 2.37 3.69 ---

Operating Expenses
Gross: 0.47

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.

Hartford Municipal Opportunities 8.62 -0.12 4.16

Hartford World Bond Fund

Performance (%)
(as of 5/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford World Bond I 1.36 0.97 1.23 2.30 --- 3.14
Benchmark1 4.63 -0.46 -0.69 -0.16 --- ---
Morningstar World Bond Category 4.27 3.70 0.41 1.68 --- ---

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 10.41 0.0 1.46

Hartford Quality Bond Fund

Performance (%)
(as of 5/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Quality Bond I 2.15 0.86 2.32 --- --- 2.08
Benchmark1 2.38 1.58 2.53 --- --- ---
Morningstar Intermediate-Term Bond Category 2.58 2.59 2.24 --- --- ---

Operating Expenses
Gross: 0.83

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.

Hartford Quality Bond 10.02 -0.1 2.23

Hartford International Value Fund

Performance (%)
(as of 5/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Value I 11.46 25.62 4.97 13.82 --- 10.81
Benchmark1 10.78 18.44 -0.30 9.85 --- ---
Morningstar Foreign Large Value Category 12.28 15.77 0.42 9.09 --- ---

Operating Expenses
Gross: 0.98

1 MSCI EAFE Value Index is a free-float weighted index. The Index represents the securities classified as "value" securities by MSCI that are members of the MSCI EAFE Index. The MSCI EAFE region covers developed-market countries in Europe, Australasia, and the Far East. 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 International Value 16.8 0.78 13.28

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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2Q 2017 Outlooks (Wellington) 

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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