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Performance data shown represents past performance and does not guarantee future results. The investment return and the value of the investment will fluctuate so that an investor’s units, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance data shown. For more current performance information to the most recent month-ended, please call (866) 574-3542 or see below.
Investments in SMART529 are subject to various fees, which will then reduce the value of your account as they are incurred. Performance numbers do not include the annual maintenance fees. The annual maintenance fee is waived for account values of $25,000 or more, if enrolled in an Automatic Investment Program or for West Virginia residents. For more information about fees and expenses, please see the Offering Statement. Performance information may reflect historical or current expense waivers or reimbursements of the underlying fund(s), without which, performance would have been lower. For more information on fee waivers and/or expense reimbursements, please see the expenses table in the underlying fund(s)’ prospectus.
Class A Units have an up-front sales charge of up to 2.50% for all Investment Options except for the SMART529 Stable Value Fund which is up to 2.00%. Class C Units have a maximum deferred sales charge of up to 1.00%. Class C Units convert to Class A Units after four years. Class E Units have neither an up-front sales charge nor a deferred sales charge.
Performance returns “At NAV” and “With Sales Charge” are shown by clicking on the applicable button below. When you select “With Sales Charge,” returns reflect the deduction of the maximum sales charge for the selected share class as published in the most recent Offering Statement. Sales charges are not reflected in the returns for “At NAV,” and “YTD” returns. Sales charges are also not reflected in the returns of 529 portfolios with less than a full calendar year of performance. If sales charges were included, the performance would have been lower.
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Returns:
AT NAV
WITH SALES CHARGE
MONTH END
QUARTER END
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Average Annual Total Return % (AS OF ) |
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| TYPE | PORTFOLIO NAME | SHARE CLASS | YTD (as of ) |
1 YR | 3 YR | 5 YR | 10YR | INCEPT1 | TOTAL ANNUAL ASSET BASED FEES % |
On July 31, 2026, The Hartford MidCap 529 Fund was merged into the John Hancock Mid Cap Growth 529 Fund.
On July 31, 2026, The Hartford High Yield 529 Fund was merged into The Hartford Strategic Income 529 Fund.
Investments in SMART529 are subject to various fees, which will then reduce the value of your account as they are incurred. Please see the Offering Statement for specific details.
Performance numbers do not include the annual maintenance fees. The annual maintenance fee is waived for account values of $25,000 or more, if enrolled in an Automatic Investment Program or for West Virginia residents. For more information, please see the Offering Statement.
Performance information may reflect historical or current expense waivers or reimbursements of the underlying fund(s), without which, performance would have been lower. For more information on fee waivers and/or expense reimbursements, please see the expenses table in the prospectus.
SMART529 is a college savings plan offered by the Board of Trustees of the West Virginia College and Jumpstart Savings Programs and administered by Hartford Funds Management Company, LLC ("HFMC").
Investments in SMART529 are not guaranteed or insured by the State of West Virginia, the Board of Trustees of the West Virginia College and Jumpstart Savings Programs, the West Virginia State Treasurer's Office, HFMC, The Hartford Insurance Group, Inc., the investment sub-advisors for the Underlying Funds or any depository institution and are subject to investment risks, including the loss of the principal amount invested, and may not be appropriate for all investors.
The Hartford SMART529 is available to all investors. West Virginia (WV) provides certain tax advantages to WV taxpayers that invest in The Hartford SMART529. Before investing, an investor should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s 529 plan.
This information is written in connection with the promotion or marketing of the matter(s) addressed in this material. The information cannot be used or relied upon for the purpose of avoiding IRS penalties. These materials are not intended to provide tax, accounting or legal advice. As with all matters of a tax or legal nature, your clients should consult their own tax or legal counsel for advice.
Investors should carefully consider the investment objectives, risks and charges and expenses of SMART529 and its Underlying Funds before investing. This and other information can be found in the Offering Statement for SMART529 and the prospectuses or other disclosure documents for the Underlying Funds. Please read them carefully before investing or sending money. For a copy of the Board of Trustees of the West Virginia College and Jumpstart Savings Programs privacy policy, please click here. SMART529 college savings plans are distributed by Hartford Funds Distributors, LLC. Member SIPC
For a copy of the West Virginia College and Jumpstart Savings Programs’ most recent Annual Comprehensive Financial Report, please click here.
"The Hartford" is a registered trademark of Hartford Fire Insurance Company.
"SMART529" is a registered trademark of the Board of Trustees of the West Virginia College and Jumpstart Savings Programs.
"The Hartford" is The Hartford Insurance Group, Inc. and its subsidiaries.
6062733
| AS OF | ||||||
|---|---|---|---|---|---|---|
| TYPE | PORTFOLIO NAME | SHARE CLASS | PRICE($) | CHANGE($) | CHANGE(%) | YTD(%) |
On July 31, 2026, The Hartford MidCap 529 Fund was merged into the John Hancock Mid Cap Growth 529 Fund.
On July 31, 2026, The Hartford High Yield 529 Fund was merged into The Hartford Strategic Income 529 Fund.
Investments in SMART529 are subject to various fees, which will then reduce the value of your account as they are incurred. Please see the Offering Statement for specific details.
Performance numbers do not include the annual maintenance fees. The annual maintenance fee is waived for account values of $25,000 or more, if enrolled in an Automatic Investment Program or for West Virginia residents. For more information, please see the Offering Statement.
"At NAV" and YTD performance do not reflect the impact of sales charges. If sales charges were included the performance would have been lower.
Performance information may reflect historical or current expense waivers or reimbursements of the underlying fund(s), without which, performance would have been lower. For more information on fee waivers and/or expense reimbursements, please see the expenses table in the prospectus.
SMART529 is a college savings plan offered by the Board of Trustees of the West Virginia College and Jumpstart Savings Programs and administered by Hartford Funds Management Company, LLC ("HFMC").
Investments in SMART529 are not guaranteed or insured by the State of West Virginia, the Board of Trustees of the West Virginia College and Jumpstart Savings Programs, the West Virginia State Treasurer's Office, HFMC, The Hartford Insurance Group, Inc., the investment sub-advisors for the Underlying Funds or any depository institution and are subject to investment risks, including the loss of the principal amount invested, and may not be appropriate for all investors.
The Hartford SMART529 is available to all investors. West Virginia (WV) provides certain tax advantages to WV taxpayers that invest in The Hartford SMART529. Before investing, an investor should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s 529 plan.
This information is written in connection with the promotion or marketing of the matter(s) addressed in this material. The information cannot be used or relied upon for the purpose of avoiding IRS penalties. These materials are not intended to provide tax, accounting or legal advice. As with all matters of a tax or legal nature, your clients should consult their own tax or legal counsel for advice.
Investors should carefully consider the investment objectives, risks and charges and expenses of SMART529 and its Underlying Funds before investing. This and other information can be found in the Offering Statement for SMART529 and the prospectuses or other disclosure documents for the Underlying Funds. Please read them carefully before investing or sending money. For a copy of the Board of Trustees of the West Virginia College and Jumpstart Savings Programs privacy policy, please click here. SMART529 college savings plans are distributed by Hartford Funds Distributors, LLC. Member SIPC
For a copy of the West Virginia College and Jumpstart Savings Programs’ most recent Annual Comprehensive Financial Report, please click here.
"The Hartford" is a registered trademark of Hartford Fire Insurance Company.
"SMART529" is a registered trademark of the Board of Trustees of the West Virginia College and Jumpstart Savings Programs.
"The Hartford" is The Hartford Insurance Group, Inc. and its subsidiaries.
6062733