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CHET Advisor

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.


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.


Effective September 15, 2017, performance information reflects a maximum sales charge of 2.50% for all investment options (except CHET Advisor Stable Value Portfolio, for which there is no sales charge). The maximum sales charges were higher prior to September 15, 2017. Therefore, if you purchased units of any of the investment options prior to September 15, 2017, performance will be lower than that shown above.

Investments in CHET Advisor 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.

"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.

1 Effective September 15, 2017, CHET Advisor expanded from five Age-Based Portfolios to nine. Five of the nine new age-bands will continue the performance history of the prior wider age-bands as follows: (1) New age-band 4-6 will continue the performance of age-band 0-8. (2) New age-band 10-11 will continue the performance of age-band 9-13. (3) There is no change in the 14-15 age-band, other than the underlying fund allocations. (4) Age-band 16 will continue the performance history of 16-17. (5) There is no change in the 18+ age-band, other than the underlying fund allocations. The following four age-bands will begin their performance track record on or about September 15, 2017: (1) age-band 0-3; (2) age-band 7-9; (3) age-band 12-13; and (4) age-band 17. Performance information through September 15, 2017 represents (1) the prior age-bands and prior Underlying Portfolio allocations for the Age-Based Portfolios and (2) the prior Underlying Portfolio allocations for the Static Portfolios and may not be indicative of future results.

2 Effective September 15, 2017, Hartford Core Equity Fund, Hartford Balanced Income Fund and CHET Advisor Stable Value Portfolio are added as underlying portfolios and State Street Institutional U.S. Government Money Market Fund, Hartford Capital Appreciation Fund and Hartford Global Real Asset Fund will be removed as individual portfolio options.

3 Effective September 15, 2017, investments in Hartford Global Real Asset Fund and the State Street Institutional U.S. Government Money Market Fund were transferred to the CHET Advisor Stable Value Portfolio.

4 Effective September 15, 2017, investments in Hartford Capital Appreciation Fund were transferred to the Hartford Core Equity Fund.

 

CHET Connecticut state seal logo

CHET Advisor is administered by the Treasurer of the State of Connecticut as the trustee of the Connecticut Higher Education Trust Program and Hartford Funds Management Company, LLC (“HFMC”) serves as Plan Manager.

Investments in CHET Advisor are not guaranteed or insured by the State of Connecticut, the Connecticut Higher Education Trust Program, the Connecticut State Treasurer's Office, HFMC, The Hartford Financial Services 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.

CHET Advisor is only available to account owners who are Connecticut (CT) residents. CT provides certain tax advantages to CT taxpayers that invest in CHET Advisor. 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.

Investors should carefully consider the investment objectives, risks, charges and expenses of CHET Advisor and its Underlying Funds before investing. This and other information can be found in the Disclosure Booklet for CHET Advisor and the prospectuses or other disclosure documents for the Underlying Funds, which can be obtained in the College Savings pages of www.hartfordfunds.com or by calling 877-407-2828. Please read them carefully before investing or sending money. CHET Advisor is distributed by Hartford Funds Distributors, LLC. Member SIPC

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.

"The Hartford" is The Hartford Financial Services Group, Inc. and its subsidiaries.

No state funds have been used to produce these materials nor have materials been produced at taxpayer expense.

 

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