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Available through financial professionals, Hartford Funds Model Portfolios are designed to provide diversified and dynamically managed exposure to a variety of asset classes through portfolios of exchange-traded funds (ETFs) and mutual funds.

  • Designed With Investor Outcomes in Mind

    Hartford Funds Multi-Asset Solutions team designs and manages a suite of multi-asset model portfolios that seek to address investors' demand for simple access to solutions that help address complex investment challenges. The team’s approach combines fundamental macro analysis with quantitative tools to assess market environments.


    Hartford Funds Multi-Asset Approach

  • Mutual Fund/ETF Model Portfolios

    The suite of Hartford Funds Mutual Fund/ETF Model Portfolios consists of six diversified, dynamically managed asset allocation model portfolios that seek to deliver cost-effective, risk-managed outcomes for investors. Leveraging the below Strategic Asset Allocation framework, the model portfolios are published quarterly and may feature asset allocation and underlying fund changes to reflect evolving market conditions. Each of the model portfolios features underlying investments which are carefully chosen to play a specific role in the portfolios, combining actively managed and rules-based, strategic beta strategies.

     
     
    US Equity 
     
    International Equity  
     
    Core Fixed Income  
     
    Extended Fixed Income
     
    Diversifiers

     

    Strategic Asset-Allocation Framework
    pie chart
    pie chart
    pie chart
    pie chart
    pie chart
    pie chart
    Equity
    (100% Equity)
    Growth
    (80% Equity/20% Fixed Income)
    Moderate
    (60% Equity/40% Fixed Income)
    Conservative
    (35% Equity/ 65% Fixed Income)
    Income
    (100% Fixed Income)
    Tax-Aware Moderate
    (60% Equity/40% Fixed Income)
    Equity
    100%
    80%
    60%
    35%
    0%
    60%
    US Equity
    70%
    55%
    40%
    25%
    0%
    40%
    International Equity
    30%
    25%
    20%
    10%
    0%
    20%
    Fixed Income
    0%
    20%
    40%
    65%
    100%
    40%
    Core Fixed Income
    0%
    15%
    30%
    50%
    65%
    30%
    Extended Fixed Income
    0%
    0%
    5%
    9%
    13%
    5%
    Diversifiers
    0%
    5%
    5%
    6%
    22%
    5%
    Model Portfolio Objective
    Seeks growth of capital
    Seeks long-term capital appreciation
    Seeks long-term capital appreciation and income
    Seeks current income and long-term capital appreciation
    Seeks to provide current income and long-term total return
    Seeks long-term capital appreciation and tax-efficient income

    Core Fixed Income includes a broad range of fixed-income securities that may include government, corporate, mortgage-backed, and municipal-bond securities as well as short duration fixed-income securities. Extended Fixed Income includes fixed-income securities that add potential for increased income relative to core fixed income, but may also feature greater risk. Examples include high-yield bonds and emerging markets debt. Diversifiers are asset classes that offer diversifying exposure beyond core and extended fixed-income asset classes. Examples include inflation-protected securities,real assets, and multi-asset income funds.

    The Tax-Aware Moderate Model considers the generation of tax efficient income as part of its model objective. It seeks to achieve this objective through allocating a portion of its assets to underlying funds which invest in municipal securities. It may also consider the tax efficiency of exchange-traded funds relative to mutual funds, as well as expected mutual fund turnover, in its allocations. The model may not meet its tax-efficient objective.

  • ETF Model Portfolios

    The suite of Hartford Funds ETF Model Portfolios consists of six diversified, dynamically managed asset allocation model portfolios that seek to deliver cost-effective, risk-managed outcomes for investors. Leveraging the below Strategic Asset Allocation framework, the model portfolios are published quarterly and may feature asset allocation and underlying fund changes to reflect evolving market conditions. Each of the model portfolios features underlying investments which are carefully chosen to play a specific role in the portfolios, combining actively managed and rules-based, strategic beta strategies.

     
     
    US Equity 
     
    International Equity
     
    Core Fixed Income
    Strategic Asset-Allocation Framework
    pie chart
    pie chart
    pie chart
    pie chart
    pie chart
    pie chart
    Equity
    (100% Equity)
    Growth
    (80% Equity/20% Fixed Income)
    Moderate
    (60% Equity/40% Fixed Income)
    Conservative
    (35% Equity/ 65% Fixed Income)
    Income
    (100% Fixed Income)
    Tax-Aware Moderate
    (60% Equity/40% Fixed Income)
    Equity
    100%
    80%
    60%
    35%
    0%
    60%
    US Equity
    70%
    55%
    40%
    25%
    0%
    40%
    International Equity
    30%
    25%
    20%
    10%
    0%
    20%
    Fixed Income
    0%
    20%
    40%
    65%
    100%
    40%
    Core Fixed Income
    0%
    20%
    40%
    65%
    100%
    40%
    Model Portfolio Objective
    Seeks growth of capital
    Seeks long-term capital appreciation
    Seeks long-term capital appreciation and income
    Seeks current income and long-term capital appreciation
    Seeks to provide current income and long-term total return
    Seeks long-term capital appreciation and tax-efficient income

    Core Fixed Income includes a broad range of fixed-income securities that may include government, corporate, mortgage-backed, and municipal-bond securities as well as short duration fixed-income securities.

    The Tax-Aware Moderate Model considers the generation of tax efficient income as part of its model objective. It seeks to achieve this objective through allocating a portion of its assets to underlying funds which invest in municipal securities. The model may not meet its tax-efficient objective.

 


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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, 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. 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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