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The Fi360 Fiduciary Score® is a robust tool to identify and monitor plan investment options as part of the initial and ongoing due-diligence process. It’s an objective means of evaluating and comparing investments.

 

This communication is provided solely as general information about our products and services and should be considered general investment education. Hartford Funds is not undertaking to provide investment advice or investment recommendations to any plan, plan sponsor, individual investor or any individual situation, and you should not look to this material for impartial investment advice. Hartford Funds is not acting as a fiduciary.

Hartford Funds has contracted with fi360 herein to provide resources that are designed to help financial professionals operating in the retirement space with plan evaluation and support, education and practice management. Note that fi360 is not an affiliate or subsidiary of Hartford Funds.

The fi360 Fiduciary Score® is a peer percentile ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management. For each investment with at least a three-year history, fi360 calculates the fi360 Fiduciary Score based on the following due diligence criteria: regulatory oversight, minimum track record, stability of the organization, assets in the investment, composition consistency with asset class, style consistency, expense ratio/fees relative to peers, risk-adjusted performance relative to peers, and performance relative to peers. Investments are evaluated on a monthly basis. If an investment does not meet an individual due diligence criterion, points are assigned. Investments that satisfy all of the due diligence criteria receive a fi360 Fiduciary Score of 0. Every other investment is given a Score of 1-100 based on their point total, and representing their percentile ranking within their peer group. The fi 360 Fiduciary Score Average is a one-, three-, five-, or ten-year rolling average of an investment’s fi360 Fiduciary Score. The Average is also calculated on a monthly basis. The fi360 Fiduciary Score represents a suggested course of action and is not intended, nor should it be used, as the sole source of information for reaching an investment decision. Visit www.fi360.com/fi360-Fiduciary-Score for the complete methodology document. “fi360” and “fi360 Fiduciary Score” are registered trademarks of fi360, Inc. The fi360 Fiduciary Score and data are copyright © 2020 fi360, Inc.. All Rights Reserved. Data source is © 2020 Morningstar, Inc. All Rights Reserved. The information contained herein is reprinted with permission of fi360, Inc. The information (1) is proprietary to fi360, and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate,complete, or timely. Neither fi 360 nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance cannot guarantee future results. The fi360 Fiduciary Score® and the data it represents are protected intellectual property of fi360, Inc., alone. This material is provided for educational purposes only and is not intended to provide legal, tax or investment advice.

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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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