1 Source: “Diminishing Returns: Why Investors May Need to Lower Their Expectations”, McKinsey & Co., 5/16. The performance shown above is index performance and is not representative of any Hartford fund’s performance. Indices are unmanaged and not available for direct investment. For illustrative purposes only.
2 Source: Morningstar; Calculations: Hartford Funds, 6/17
3 Projections are subject to change due to changing market and economic conditions.
4 Source: Morningstar, 6/17. Performance data quoted represents past performance and does not guarantee future results. The performance shown above is index performance and is not representative of any Hartford fund’s performance. Indices are unmanaged and not available for direct investment.
5 Gross Domestic Product (GDP) is the monetary value of all the ﬁnished goods and services produced within a country’s borders in a speciﬁc time period.
6 Price/Earnings (P/E) is the ratio of a stock’s price to its earnings per share.
7 Dividend growth is is the annualized percentage rate of growth that a particular stock’s dividend undergoes over a period of time.
8 Dividend yield is a financial ratio that indicates how much a company pays out in dividends each year relative to its share price.
9 Forward Price/Earnings (P/E) is a measure of the price-to-earnings (P/E) ratio using forecasted earnings for the P/E calculation.
S&P 500 Index is a market capitalization-weighted price index composed of 500 widely held common stocks.
Russell Mid Cap Index measures the performance of the mid-cap segment of the U.S. equity universe. The Russell Midcap is a subset of the Russell 1000® Index. It includes approximately 800 of the smallest securities based on a combination of their market cap and current index membership. The Russell Midcap represents approximately 31% of the total market capitalization of the Russell 1000 companies.
Russell 2000 Index measures the performance of the small-cap segment of the U.S. equity universe. The Russell 2000 is a subset of the Russell 3000® Index representing approximately 10% of the total market capitalization of that index. It includes approximately 2,000 of the smallest securities based on a combination of their market cap and current index membership.
MSCI Europe Index captures large- and mid-cap representation across 15 developed markets countries in Europe.
MSCI Japan Index is a free-float adjusted market-capitalization index designed to measure large- and mid-cap Japanese equity market performance.
MSCI Pacific ex Japan Index captures large- and mid-cap representation across 4 of 5 developed markets countries in the Pacific region (excluding Japan).
MSCI Emerging Markets Index captures large- and mid-cap representation across 24 emerging market countries.
MSCI All Country World ex USA Index captures large- and mid-cap representation across 22 of 23 developed markets (excluding the US) and 24 emerging markets countries.
MSCI World Index captures large- and mid-cap representation across 23 developed markets countries.
MSCI World ex USA Index captures large and mid cap representation across 22 of 23 developed market countries—excluding the United States.MSCI All Country World Index captures large- and mid-cap representation across 23 developed markets and 24 emerging markets countries.
All investments are subject to risks, including the possible loss of principal. 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. Small- and mid-cap securities can have greater risk and volatility than large-cap securities. Diversification does not ensure a profit or protect against a loss in a declining market. Risks of focusing investments on the utilities and industrials sectors include regulatory and legal developments, competitive pressures, pricing and rate pressures (utilities), rapid technological changes, potential product obsolescence, and liquidity risk. Risks of focusing on investments that involve sustainability and environmentally responsible investment criteria may influence investment performance relative to the Hartford Global Impact Fund’s and Hartford Environmental Opportunities Fund’s benchmark or competing funds and expose the Funds to increased risks related to downturns or other adverse developments in that market segment.
Investing in companies that seek to address major social and environmental challenges may cause the Hartford Global Impact Fund to forego certain investment opportunities and underperform Funds that do not have a similar focus. By investing in cash and money market investments, the Hartford Global Impact Fund may lose the benefit of market upswings. Because it invests in a master portfolio, the Hartford Global Impact Fund is also subject to the risks related to a master-feeder structure.
This information should not be considered investment advice or a recommendation to buy/sell any security. In addition, it does not take into account the specific investment objectives, tax and financial condition of any specific person. This information has been prepared from sources believed reliable but the accuracy and completeness of the information cannot be guaranteed. This material and/or its contents are current at the time of writing and are subject to change without notice. This material may not be copied, photocopied or duplicated in any form or distributed in whole or in part, for any purpose, without the express written consent of Hartford Funds.