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Prospectuses & Reports


Mutual Funds

 
FUND NAME PROSPECTUS SHAREHOLDER REPORT QUARTERLY HOLDINGS REPORT STATEMENT OF ADDITIONAL INFORMATION
  SUMMARY STATUTORY ANNUAL SEMI-ANNUAL Q1 Q3  
Hartford Balanced Income Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford AARP Balanced Retirement Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Capital Appreciation Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Checks and Balances Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Schroders China A Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Climate Opportunities Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Conservative Allocation Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Core Equity Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Dividend and Growth Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Emerging Markets Equity Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Schroders Emerging Markets Equity Fund Summary Statutory Annual
Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Emerging Markets Local Debt Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Schroders Emerging Markets Multi-Sector Bond Fund Summary Statutory Annual
Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Equity Income Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings
Statement of Additional Information
Hartford Floating Rate Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Floating Rate High Income Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Global Impact Fund Summary Statutory Annual
Semi-Annual
Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Global Real Asset Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Growth Allocation Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Growth Opportunities Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Healthcare Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford High Yield Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Inflation Plus Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford International Equity Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford International Growth Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Schroders International Multi-Cap Value Fund Summary Statutory Annual
Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford International Opportunities Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Schroders International Stock Fund Summary Statutory Annual
Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford International Value Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford MidCap Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford MidCap Value Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Moderate Allocation Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Multi-Asset Income Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Multifactor International Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Municipal Opportunities Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Municipal Short Duration Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Quality Value Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Schroders Securitized Income Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Short Duration Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Small Cap Growth Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Small Cap Value Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Small Company Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Strategic Income Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Sustainable Municipal Bond Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Schroders Tax-Aware Bond Fund Summary Statutory Annual
Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Total Return Bond Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Schroders US MidCap Opportunities Fund Summary Statutory Annual
Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Schroders US Small Cap Opportunities Fund Summary Statutory Annual
Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford World Bond Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information

Click here for daily NAV prices for the funds listed above.


HLS Funds

 
FUND NAME PROSPECTUS SHAREHOLDER REPORT QUARTERLY HOLDINGS REPORT STATEMENT OF ADDITIONAL INFORMATION
  SUMMARY STATUTORY ANNUAL SEMI-ANNUAL Q1 Q3  
Hartford Balanced HLS Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Capital Appreciation HLS Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Disciplined Equity HLS Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Dividend and Growth HLS Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Healthcare HLS Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford International Opportunities HLS Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford MidCap HLS Fund
Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Small Company HLS Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Small Cap Growth HLS Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Stock HLS Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Total Return Bond HLS Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information
Hartford Ultrashort Bond HLS Fund Summary Statutory Annual Semi-Annual Q1 Holdings Q3 Holdings Statement of Additional Information

Click here for daily NAV prices for the funds listed above (choose Share Class HLS IA, Share Class HLS IB or Share Class HLS IC from the drop down menu)

After the close of business on 8/20/21, the Hartford Multifactor Large Cap Value Fund was liquidated.

Effective after the close of business on 9/25/20, the Hartford High Yield HLS Fund merged into the Hartford Total Return Bond HLS Fund.

Effective after the close of business on 9/25/20, the Hartford U.S. Government Securities HLS Fund merged into the Hartford Ultrashort Bond HLS Fund.

Effective after the close of business on 9/18/20, the Hartford Global Growth HLS Fund merged into the Hartford Disciplined Equity HLS Fund.

Effective after the close of business on 9/18/20, the Hartford Growth Opportunities HLS Fund merged into the Hartford Disciplined Equity HLS Fund.

Effective after the close of business on 9/18/20, the Hartford MidCap Growth HLS Fund merged into the Hartford MidCap HLS Fund.

Effective after the close of business on 9/18/20, the Hartford MidCap Value HLS Fund merged into the Hartford MidCap HLS Fund.

Effective after the close of business on 9/18/20, the Hartford Value HLS Fund merged into the Hartford Dividend and Growth HLS Fund.

AARP and the AARP Logo are registered trademarks of AARP used under license by Hartford Funds and a royalty is paid to AARP. All trademarks or service marks are the property of their respective owners. AARP and Hartford Funds are not affiliated.

 

PDF  Wellington Management Global Proxy Procedures and Policy Guidelines

PDF  Schroders Environmental, Social and Governance Policy (December 2020)

PDF  BNY Mellon Proxy Policy and Procedures (March 2021)


 

Glossary

 

Summary Prospectus: A summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.

Statutory Prospectus: A legal document that discloses essential information about a fund, including investment objectives, risks, fees, expenses, fund manager background and other information.

Annual Report: A yearly audited record of a fund's financial status that includes a review of the fund's operations and various financial state¬ments. These reports are intended for shareholders and others who have reviewed the fund's prospectus.

Semi-Annual Report: An unaudited six-month record of a fund's financial status that includes a review of the fund's operations and various financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.

Quarterly Holding Report: A unaudited listing of the fund’s holdings. These reports are intended for shareholders and others who have reviewed the fund’s prospectus.

Statement of Additional Information (SAI): A document that supplements the fund's prospectus with additional information about the fund including its operations and risks. Also known as "Part B" of the prospectus.

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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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