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Interval Fund Prospectus & Reports

 

FUND NAME STATUTORY PROSPECTUS SHAREHOLDER REPORT QUARTERLY HOLDINGS REPORT STATEMENT OF ADDITIONAL INFORMATION
    ANNUAL SEMI-ANNUAL Q1 Q3  
Hartford Schroders Opportunistic Income Fund Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information

 

PDF  Schroders Environmental, Social and Governance Policy (December 2020)

 


 

Glossary


Statutory Prospectus: A legal document that discloses essential information about a fund, including investment objectives, risks, fees, expenses, fund manager background and other information.

Annual Report: A yearly audited record of a fund's financial status that includes a review of the fund's operations and various financial state¬ments. These reports are intended for shareholders and others who have reviewed the fund's prospectus.

Semi-Annual Report: An unaudited six-month record of a fund's financial status that includes a review of the fund's operations and various financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.

Quarterly Holding Report: A unaudited listing of the fund’s holdings. These reports are intended for shareholders and others who have reviewed the fund’s prospectus.

Statement of Additional Information (SAI): 
A document that supplements the fund's prospectus with additional information about the fund including its operations and risks. Also known as "Part B" of the prospectus.


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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 appropriate 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 Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves 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 closed-end interval fund prospectus or summary prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds and the closed-end interval fund are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. Exchange-traded products are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/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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