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Instead of trying to chase performance by investing in past winners, building a well-diversified portfolio can help you take advantage of the strong returns of any year’s favorites.

 

Annual Returns (%)

Past performance does not guarantee future results. Diversification does not ensure a profit or protect against a loss.  

Indices are unmanaged and not available for direct investment, and are not representative of any Hartford Fund’s performance. Large-Cap Growth Stocks are represented by the Russell 1000 Growth Index, which measures the performance of the large-cap growth segment of the US equity universe. Large-Cap Value Stocks are represented by Russell 1000 Value Index, which measures the performance of Russell 1000 Index companies with lower price-to-book ratios and lower forecasted growth values. Mid-Cap Stocks are represented by the Russell Midcap Index, which measures the performance of the mid-cap segment of the US equity universe. Small-Cap Stocks are represented by the Russell 2000 Index, which measures the performance of the small-cap segment of the US equity universe. International Stocks are represented by the MSCI EAFE Index, which measures developed market equity performance, excluding the US and Canada. Emerging Markets Stocks are represented by the MSCI Emerging Markets Index, which measures equity market performance in the global emerging markets. Short Duration Bonds are represented by the Bloomberg 1-3 Year Gov’t/Credit Index, which is comprised of the US Gov’t/Credit component of the Bloomberg US Aggregate Bond Index. Long Duration Bonds are represented by the Bloomberg US Long Gov’t/Credit Bond Index, which measures the non-securitized component of the Bloomberg US Aggregate Bond Index with 10 or more years to maturity. The index includes investment grade, US dollar-denominated, fixed-rate treasuries, government-related, and corporate securities. Bank Loans are represented the Credit Suisse Leveraged Loan Index, which is designed to mirror the investible universe of the US dollar-denominated leveraged loan market. Government Bonds are represented by the Bloomberg US Government Bond Index, which is comprised of the US Treasury and US Agency Indices. Corporate Bonds are represented by the Bloomberg US Corporate Bond Index, which measures the investment-grade, fixed-rate, taxable corporate bond market. Cash Investments are represented by the Bloomberg 1-3 Month US Treasury Bill Index tracks the market for treasury bills with 1 to 2.9999 months to maturity issued by the US government. Global Government Bonds are represented by the FTSE World Government Bond Index, a market-capitalization-weighted index consisting of government bond markets that have a remaining maturity of at least one year. Commodities are represented by the S&P GSCI Index, which represents leveraged, long-only investment in commodity futures that is broadly diversified across the spectrum of commodities. TIPS (Treasury Inflation Protected Securities) are represented by the Bloomberg US TIPS Index, which consists of Treasury inflation-protected securities issued by the US Treasury with a remaining maturity of one year or more. Diversified Portfolio is represented by an equal portion (6.7%) of each. Data Source: Morningstar, Inc., 1/22.

Hartford Funds offers a diverse line-up of funds representing a variety of investment styles—everything you need to help build a diversified portfolio. 

“Bloomberg®” and any Bloomberg Index are service marks of Bloomberg Finance L.P. and its affiliates, including Bloomberg Index Services Limited (“BISL”), the administrator of the indices (collectively, “Bloomberg”) and have been licensed for use for certain purposes by Hartford Funds. Bloomberg is not affiliated with Hartford Funds, and Bloomberg does not approve, endorse, review, or recommend any Hartford Funds product. Bloomberg does not guarantee the timeliness, accurateness, or completeness of any data or information relating to Hartford Fund products. 

Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any of such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling, computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the MSCI data is permitted without MSCI’s express written consent.

CCWP064 226996

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, or ETF summary prospectus and/or 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. ETFs 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 (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, Lattice, and HFMC, 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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