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risk-adjusted
ACCOUNT ACCESS
As a Hartford Funds account owner, you have the ability to access your account online. Registering is simple, secure, and a convenient way to: Check your account balance. Download your tax forms. Purchase and redeem shares, depending on your account type. Update your account information. Monitor fund performance.MUTUAL FUNDS
Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support CLIENT CONVERSATIONS Investment Fundamentals. Help clients start the year off right with timeless investment truths. Rebalancing. Dollar Cost Averaging. Time (in the Market) Is of the Essence. Diversification Never Goes out of Favor. February. 2021 Contribution Limits & IRAs. Help clients make the most of this year’s contribution limits and ask if they needhelp
MIT AGELAB RESEARCH
MIT AgeLab explains how to identify signs of investment anxiety in your clients. Understand how stress, fear, and anxiety affect behavior, and steps you can take to help clients manage these emotions. For more than a decade, The Hartford has consulted the AgeLab for original research, insights, and public educationmaterials.
ABOUT THE HARTFORD SMART529 SMART529 also offers SMART529 WV Direct to residents of West Virginia for purchase without a sales representative. This plan offers a more limited mix of investment choices than the The Hartford SMART529, but its expenses and fees are lower. In addition, SMART529 WV Direct is a "no load" (no sales commission) plan. HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF Hartford Multifactor Developed Markets (ex-US) ETF ("RODM") seeks to provide investment results that, before fees and expenses, correspond to the total return performance of an index that tracks the performance of companies located in major developed markets CLIMATE 101: WHAT ARE TRANSITION RISKS? Physical risks refer to the manifestations of a changing climate that may be acute, such as hurricanes, floods, or wildfires, or chronic, such as water scarcity, sea-level rise, extreme heat, or worsening air quality. Transition risks are every bit as important to understand and may be just as costly to companies and investors over time. 8,000 DAYS OF RETIREMENT With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so muchcould happen.
SAMPLE TEAM OFFSITE AGENDA FOR ESTABLISHED TEAMS The offsite meeting is an opportunity to gather your team and spend time away from the office for a half-day annually. The lead advisor (or advisors) on the team should schedule this meeting and create the agenda, and ensure that every member of the team (including advisors and staff) is able to attend. HOME PRODUCTSMARKET PERSPECTIVESINVESTOR INSIGHTPRACTICE MANAGEMENTRESOURCESABOUT US 514 Products | Allocation--30% to 50% Equity Category 4/30/2021. Hartford Checks and Balances Fund (HCKIX) Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 647, 647, 581 and 422 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on arisk-adjusted
ACCOUNT ACCESS
As a Hartford Funds account owner, you have the ability to access your account online. Registering is simple, secure, and a convenient way to: Check your account balance. Download your tax forms. Purchase and redeem shares, depending on your account type. Update your account information. Monitor fund performance.MUTUAL FUNDS
Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support CLIENT CONVERSATIONS Investment Fundamentals. Help clients start the year off right with timeless investment truths. Rebalancing. Dollar Cost Averaging. Time (in the Market) Is of the Essence. Diversification Never Goes out of Favor. February. 2021 Contribution Limits & IRAs. Help clients make the most of this year’s contribution limits and ask if they needhelp
MIT AGELAB RESEARCH
MIT AgeLab explains how to identify signs of investment anxiety in your clients. Understand how stress, fear, and anxiety affect behavior, and steps you can take to help clients manage these emotions. For more than a decade, The Hartford has consulted the AgeLab for original research, insights, and public educationmaterials.
ABOUT THE HARTFORD SMART529 SMART529 also offers SMART529 WV Direct to residents of West Virginia for purchase without a sales representative. This plan offers a more limited mix of investment choices than the The Hartford SMART529, but its expenses and fees are lower. In addition, SMART529 WV Direct is a "no load" (no sales commission) plan. HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF Hartford Multifactor Developed Markets (ex-US) ETF ("RODM") seeks to provide investment results that, before fees and expenses, correspond to the total return performance of an index that tracks the performance of companies located in major developed markets CLIMATE 101: WHAT ARE TRANSITION RISKS? Physical risks refer to the manifestations of a changing climate that may be acute, such as hurricanes, floods, or wildfires, or chronic, such as water scarcity, sea-level rise, extreme heat, or worsening air quality. Transition risks are every bit as important to understand and may be just as costly to companies and investors over time. 8,000 DAYS OF RETIREMENT With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so muchcould happen.
SAMPLE TEAM OFFSITE AGENDA FOR ESTABLISHED TEAMS The offsite meeting is an opportunity to gather your team and spend time away from the office for a half-day annually. The lead advisor (or advisors) on the team should schedule this meeting and create the agenda, and ensure that every member of the team (including advisors and staff) is able to attend.HOME
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 3 stars, rated against 545, 545, 482 and 344 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%MUTUAL FUNDS
Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support ETFS - HARTFORD FUNDS The SEC Yield (%) is the fund’s 30-Day SEC Yield, which represents the hypothetical net investment income earned by the fund over a 30-day period, expressed as an annual percentage rate based on the fund’s share price at the end of the 30-day period. This hypothetical income will differ (at times significantly) from the fund’s actual experience; income distributions from the fund may be FLOATING RATE: STRONG FUNDAMENTALS, EVEN STRONGER OUTLOOK 1 Source: S&P/LSTA Leveraged Loan Index, 3 year average yield to maturity as of 4/30/21.. 2 Source: Lipper FMI, as of 4/30/21.. 3 As of 4/30/21. 4 Correlation results based off monthly index returns from June 1996 through April 2021. Bank loans are represented by the Credit Suisse Leveraged Loan Index, equities by the S&P 500 Index, investment grade credit by Bloomberg Barclays US Corporate HARTFORD SMART529 OVERVIEW View Your Accounts Here. 888-823-4348. SMART529 is offered by the West Virginia Prepaid Tuition and College Savings Program Board of Trustees and is 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 VirginiaINVESTMENT OPTIONS
Static portfolios are pre-set asset allocation models tailored to investment risk tolerance based on comfort with risk. SMART529's five static portfolios include an aggressive growth option with higher risk/reward potential, a growth option for those who want a high degree of growth but less risk than in an all-equity portfolio, a balanced option for those who want only a moderate amount of CENTRAL-BANK DIGITAL CURRENCIES: DEBUNKING FIVE COMMON MYTHS 1 International Monetary Fund, 2020. 2 Disintemediation is the withdrawal of funds from intermediary financial institutions, such as banks and S&Ls, for the purpose of making direct investments 3 Fintech refers to software and other modern technologies used to support or enable banking and financial services.. 4 Alipay is a third-party mobile and online-payment platform established in 6 LESSONS NETFLIX CAN TEACH US ABOUT INTERNATIONAL INVESTING As of 12/31/20. Cyclical includes energy, industrials, materials, financials, real estate, and consumer discretionary sectors. Regions are represented by the following indices: US (MSCI USA), Europe (MSCI Europe), Japan (MSCI Japan), Emerging Markets (MSCI Emerging Markets), For illustrative purposes only. WATER: PRICED FOR IMPERFECTION 1 Representative Concentration Pathway | Sources: Woodwell Climate Research Center, World Resources Institute. A lack of water-storage infrastructure, unpredictable weather, and poor water quality all contribute to water stress. A number of challenges contribute to waterstress.
HARTFORD LONGEVITY ECONOMY ETF Hartford Longevity Economy Index (the "Index") is the property of Lattice Strategies LLC, a wholly owned subsidiary of Hartford Funds Management Company, LLC, which has contracted with S&P Opco, LLC (a subsidiary of S&P Dow Jones Index LLC) to calculate and maintain the Index. The Index is not sponsored by S&P Dow Jones Indices or its HOME PRODUCTSMARKET PERSPECTIVESINVESTOR INSIGHTPRACTICE MANAGEMENTRESOURCESABOUT US Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 3 stars, rated against 545, 545, 482 and 344 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%MUTUAL FUNDS
Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website SupportACCOUNT ACCESS
Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support ETFS - HARTFORD FUNDS The SEC Yield (%) is the fund’s 30-Day SEC Yield, which represents the hypothetical net investment income earned by the fund over a 30-day period, expressed as an annual percentage rate based on the fund’s share price at the end of the 30-day period. This hypothetical income will differ (at times significantly) from the fund’s actual experience; income distributions from the fund may be HARTFORD SMART529 OVERVIEW The Hartford SMART529 is available to all investors. West Virginia (WV) provides certain tax advantages to WV taxpayers that invest in The Hartford SMART 529. CLIMATE 101: WHAT ARE TRANSITION RISKS? There are two types of climate-related financial risks: physical and transition. Physical risks refer to the manifestations of a changing climate that may be acute, such as hurricanes, floods, or wildfires, or chronic, such as water scarcity, sea-level rise, extreme heat, or worsening air quality. MARCH 31, 2021 HARTFORD BALANCED INCOME FUND Value of a $10,000 Investment (ClassI) $0 k $5 k $10 k $15 k $20 k $25 k 3/11 3/14 3/17 3/20 Seeks to provide current income with growth of capital as a secondary objective. 5 WAYS TECHNOLOGY WILL CHANGE HOW YOU AGE A new array of devices and services is transforming retirement, making it easier for aging clients to work, stay healthy, live at home and remain connected to friends and family. SAMPLE TEAM OFFSITE AGENDA FOR ESTABLISHED TEAMS The offsite meeting is an opportunity to gather your team and spend time away from the office for a half-day annually. The lead advisor (or advisors) on the team should schedule this meeting and create the agenda, and ensure that every member of the team (including advisors and staff) is able to attend. MARCH 31, 2021 HARTFORD CLIMATE OPPORTUNITIES FUND Share Class Inception: A, I, Y -2/29/16; F -2/28/17. Performance shown prior to the inception of a class reflects performance and operatingexpenses of another
HOME PRODUCTSMARKET PERSPECTIVESINVESTOR INSIGHTPRACTICE MANAGEMENTRESOURCESABOUT US Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 3 stars, rated against 545, 545, 482 and 344 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%MUTUAL FUNDS
Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website SupportACCOUNT ACCESS
Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support ETFS - HARTFORD FUNDS The SEC Yield (%) is the fund’s 30-Day SEC Yield, which represents the hypothetical net investment income earned by the fund over a 30-day period, expressed as an annual percentage rate based on the fund’s share price at the end of the 30-day period. This hypothetical income will differ (at times significantly) from the fund’s actual experience; income distributions from the fund may be HARTFORD SMART529 OVERVIEW The Hartford SMART529 is available to all investors. West Virginia (WV) provides certain tax advantages to WV taxpayers that invest in The Hartford SMART 529. CLIMATE 101: WHAT ARE TRANSITION RISKS? There are two types of climate-related financial risks: physical and transition. Physical risks refer to the manifestations of a changing climate that may be acute, such as hurricanes, floods, or wildfires, or chronic, such as water scarcity, sea-level rise, extreme heat, or worsening air quality. MARCH 31, 2021 HARTFORD BALANCED INCOME FUND Value of a $10,000 Investment (ClassI) $0 k $5 k $10 k $15 k $20 k $25 k 3/11 3/14 3/17 3/20 Seeks to provide current income with growth of capital as a secondary objective. 5 WAYS TECHNOLOGY WILL CHANGE HOW YOU AGE A new array of devices and services is transforming retirement, making it easier for aging clients to work, stay healthy, live at home and remain connected to friends and family. SAMPLE TEAM OFFSITE AGENDA FOR ESTABLISHED TEAMS The offsite meeting is an opportunity to gather your team and spend time away from the office for a half-day annually. The lead advisor (or advisors) on the team should schedule this meeting and create the agenda, and ensure that every member of the team (including advisors and staff) is able to attend. MARCH 31, 2021 HARTFORD CLIMATE OPPORTUNITIES FUND Share Class Inception: A, I, Y -2/29/16; F -2/28/17. Performance shown prior to the inception of a class reflects performance and operatingexpenses of another
ACCOUNT ACCESS
Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website SupportINVESTMENT OPTIONS
Static portfolios are pre-set asset allocation models tailored to investment risk tolerance based on comfort with risk. SMART529's five static portfolios include an aggressive growth option with higher risk/reward potential, a growth option for those who want a high degree of growth but less risk than in an all-equity portfolio, a balanced option for those who want only a moderate amount of HARTFORD EQUITY INCOME FUND Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 1140, 1140, 1009 and 736 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10 CENTRAL-BANK DIGITAL CURRENCIES: DEBUNKING FIVE COMMON MYTHS 1 International Monetary Fund, 2020. 2 Disintemediation is the withdrawal of funds from intermediary financial institutions, such as banks and S&Ls, for the purpose of making direct investments 3 Fintech refers to software and other modern technologies used to support or enable banking and financial services.. 4 Alipay is a third-party mobile and online-payment platform established inMIT AGELAB RESEARCH
For more than two decades, we’ve partnered with the MIT AgeLab to uncover lifestyle trends, who investors trust, and the future of retirement. Learn how to apply MIT AgeLab research and tools to FLOATING RATE: STRONG FUNDAMENTALS, EVEN STRONGER OUTLOOK 1 Source: S&P/LSTA Leveraged Loan Index, 3 year average yield to maturity as of 4/30/21.. 2 Source: Lipper FMI, as of 4/30/21.. 3 As of 4/30/21. 4 Correlation results based off monthly index returns from June 1996 through April 2021. Bank loans are represented by the Credit Suisse Leveraged Loan Index, equities by the S&P 500 Index, investment grade credit by Bloomberg Barclays US Corporate 6 LESSONS NETFLIX CAN TEACH US ABOUT INTERNATIONAL INVESTING As of 12/31/20. Cyclical includes energy, industrials, materials, financials, real estate, and consumer discretionary sectors. Regions are represented by the following indices: US (MSCI USA), Europe (MSCI Europe), Japan (MSCI Japan), Emerging Markets (MSCI Emerging Markets), For illustrative purposes only. WATER: PRICED FOR IMPERFECTION 1 Representative Concentration Pathway | Sources: Woodwell Climate Research Center, World Resources Institute. A lack of water-storage infrastructure, unpredictable weather, and poor water quality all contribute to water stress. A number of challenges contribute to waterstress.
CLIENT CONVERSATIONS Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support THE “EM-IFICATION” OF DMS 3 Future Themes Systems periods such as the eurozone debt crisis, Brexit turmoil, and COVID-19. On all three occasions, European investment-grade corporate bond spreads2 spiked sharply. HOME PRODUCTSMARKET PERSPECTIVESINVESTOR INSIGHTPRACTICE MANAGEMENTRESOURCESABOUT US 514 Products | Allocation--30% to 50% Equity Category 4/30/2021. Hartford Checks and Balances Fund (HCKIX) Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 647, 647, 581 and 422 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on arisk-adjusted
MUTUAL FUNDS
Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website SupportACCOUNT ACCESS
As a Hartford Funds account owner, you have the ability to access your account online. Registering is simple, secure, and a convenient way to: Check your account balance. Download your tax forms. Purchase and redeem shares, depending on your account type. Update your account information. Monitor fund performance. HARTFORD SMART529 OVERVIEW View Your Accounts Here. 888-823-4348. SMART529 is offered by the West Virginia Prepaid Tuition and College Savings Program Board of Trustees and is 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 ABOUT THE HARTFORD SMART529 SMART529 also offers SMART529 WV Direct to residents of West Virginia for purchase without a sales representative. This plan offers a more limited mix of investment choices than the The Hartford SMART529, but its expenses and fees are lower. In addition, SMART529 WV Direct is a "no load" (no sales commission) plan. CLIENT CONVERSATIONS Investment Fundamentals. Help clients start the year off right with timeless investment truths. Rebalancing. Dollar Cost Averaging. Time (in the Market) Is of the Essence. Diversification Never Goes out of Favor. February. 2021 Contribution Limits & IRAs. Help clients make the most of this year’s contribution limits and ask if they needhelp
MIT AGELAB RESEARCH
MIT AgeLab explains how to identify signs of investment anxiety in your clients. Understand how stress, fear, and anxiety affect behavior, and steps you can take to help clients manage these emotions. For more than a decade, The Hartford has consulted the AgeLab for original research, insights, and public educationmaterials.
CLIMATE 101: WHAT ARE TRANSITION RISKS? Physical risks refer to the manifestations of a changing climate that may be acute, such as hurricanes, floods, or wildfires, or chronic, such as water scarcity, sea-level rise, extreme heat, or worsening air quality. Transition risks are every bit as important to understand and may be just as costly to companies and investors over time. IMPORTANT YEAR-END TAX INFORMATION 221377 4 Foreign Tax (Mutual Funds) The Funds elected to give shareholders the benefit of the applicable foreign tax credits. The ordinary dividend amount in Box 1a of Form 1099-DIV includes your proportionate share of foreign taxes paid SAMPLE TEAM OFFSITE AGENDA FOR ESTABLISHED TEAMS The offsite meeting is an opportunity to gather your team and spend time away from the office for a half-day annually. The lead advisor (or advisors) on the team should schedule this meeting and create the agenda, and ensure that every member of the team (including advisors and staff) is able to attend. HOME PRODUCTSMARKET PERSPECTIVESINVESTOR INSIGHTPRACTICE MANAGEMENTRESOURCESABOUT US 514 Products | Allocation--30% to 50% Equity Category 4/30/2021. Hartford Checks and Balances Fund (HCKIX) Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 647, 647, 581 and 422 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on arisk-adjusted
ACCOUNT ACCESS
As a Hartford Funds account owner, you have the ability to access your account online. Registering is simple, secure, and a convenient way to: Check your account balance. Download your tax forms. Purchase and redeem shares, depending on your account type. Update your account information. Monitor fund performance.MUTUAL FUNDS
Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support ETFS - HARTFORD FUNDS The SEC Yield (%) is the fund’s 30-Day SEC Yield, which represents the hypothetical net investment income earned by the fund over a 30-day period, expressed as an annual percentage rate based on the fund’s share price at the end of the 30-day period. This hypothetical income will differ (at times significantly) from the fund’s actual experience; income distributions from the fund may be HARTFORD SMART529 OVERVIEW View Your Accounts Here. 888-823-4348. SMART529 is offered by the West Virginia Prepaid Tuition and College Savings Program Board of Trustees and is 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 CLIENT CONVERSATIONS Investment Fundamentals. Help clients start the year off right with timeless investment truths. Rebalancing. Dollar Cost Averaging. Time (in the Market) Is of the Essence. Diversification Never Goes out of Favor. February. 2021 Contribution Limits & IRAs. Help clients make the most of this year’s contribution limits and ask if they needhelp
ABOUT THE HARTFORD SMART529 SMART529 also offers SMART529 WV Direct to residents of West Virginia for purchase without a sales representative. This plan offers a more limited mix of investment choices than the The Hartford SMART529, but its expenses and fees are lower. In addition, SMART529 WV Direct is a "no load" (no sales commission) plan.MIT AGELAB RESEARCH
MIT AgeLab explains how to identify signs of investment anxiety in your clients. Understand how stress, fear, and anxiety affect behavior, and steps you can take to help clients manage these emotions. For more than a decade, The Hartford has consulted the AgeLab for original research, insights, and public educationmaterials.
CLIMATE 101: WHAT ARE TRANSITION RISKS? Physical risks refer to the manifestations of a changing climate that may be acute, such as hurricanes, floods, or wildfires, or chronic, such as water scarcity, sea-level rise, extreme heat, or worsening air quality. Transition risks are every bit as important to understand and may be just as costly to companies and investors over time. SAMPLE TEAM OFFSITE AGENDA FOR ESTABLISHED TEAMS The offsite meeting is an opportunity to gather your team and spend time away from the office for a half-day annually. The lead advisor (or advisors) on the team should schedule this meeting and create the agenda, and ensure that every member of the team (including advisors and staff) is able to attend.ACCOUNT ACCESS
As a Hartford Funds account owner, you have the ability to access your account online. Registering is simple, secure, and a convenient way to: Check your account balance. Download your tax forms. Purchase and redeem shares, depending on your account type. Update your account information. Monitor fund performance. ETFS - HARTFORD FUNDS The SEC Yield (%) is the fund’s 30-Day SEC Yield, which represents the hypothetical net investment income earned by the fund over a 30-day period, expressed as an annual percentage rate based on the fund’s share price at the end of the 30-day period. This hypothetical income will differ (at times significantly) from the fund’s actual experience; income distributions from the fund may be CONTACT US - HARTFORD FUNDS Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support CENTRAL-BANK DIGITAL CURRENCIES: DEBUNKING FIVE COMMON MYTHS 1 International Monetary Fund, 2020. 2 Disintemediation is the withdrawal of funds from intermediary financial institutions, such as banks and S&Ls, for the purpose of making direct investments 3 Fintech refers to software and other modern technologies used to support or enable banking and financial services.. 4 Alipay is a third-party mobile and online-payment platform established in HARTFORD CLIMATE OPPORTUNITIES FUND A multi-manager fund designed to seek opportunities that address climate change, including clean energy, sustainable transportation, and water/resource management. This fund was formerly known as the Hartford Environmental Opportunities Fund. THE “EM-IFICATION” OF DMS Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support 6 LESSONS NETFLIX CAN TEACH US ABOUT INTERNATIONAL INVESTING As of 12/31/20. Cyclical includes energy, industrials, materials, financials, real estate, and consumer discretionary sectors. Regions are represented by the following indices: US (MSCI USA), Europe (MSCI Europe), Japan (MSCI Japan), Emerging Markets (MSCI Emerging Markets), For illustrative purposes only. WATER: PRICED FOR IMPERFECTION 1 Representative Concentration Pathway | Sources: Woodwell Climate Research Center, World Resources Institute. A lack of water-storage infrastructure, unpredictable weather, and poor water quality all contribute to water stress. A number of challenges contribute to waterstress.
HOW HIGH EARNERS CAN MAXIMIZE THEIR RETIREMENT SAVINGS Retirement Plan Contribution Limits for 401 (k), 403 (b), and most 457 plans. $19,500 (under age 50) $26,000 (age 50 or older) Employers can make a matching contribution or profit sharing contribution up to 25% of compensation up to a maximum of $58,000. Total employer/employee contributions cannot exceed $58,000; $64,500 if age 50 and older. MARCH 31, 2021 HARTFORD BALANCED INCOME FUND Value of a $10,000 Investment (ClassI) $0 k $5 k $10 k $15 k $20 k $25 k 3/11 3/14 3/17 3/20 Seeks to provide current income with growth of capital as a secondary objective. HOME PRODUCTSMARKET PERSPECTIVESINVESTOR INSIGHTPRACTICE MANAGEMENTRESOURCESABOUT US 514 Products | Allocation--30% to 50% Equity Category 4/30/2021. Hartford Checks and Balances Fund (HCKIX) Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 647, 647, 581 and 422 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on arisk-adjusted
MUTUAL FUNDS
Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website SupportACCOUNT ACCESS
As a Hartford Funds account owner, you have the ability to access your account online. Registering is simple, secure, and a convenient way to: Check your account balance. Download your tax forms. Purchase and redeem shares, depending on your account type. Update your account information. Monitor fund performance. HARTFORD SMART529 OVERVIEW View Your Accounts Here. 888-823-4348. SMART529 is offered by the West Virginia Prepaid Tuition and College Savings Program Board of Trustees and is 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 CLIENT CONVERSATIONS Investment Fundamentals. Help clients start the year off right with timeless investment truths. Rebalancing. Dollar Cost Averaging. Time (in the Market) Is of the Essence. Diversification Never Goes out of Favor. February. 2021 Contribution Limits & IRAs. Help clients make the most of this year’s contribution limits and ask if they needhelp
ABOUT THE HARTFORD SMART529 SMART529 also offers SMART529 WV Direct to residents of West Virginia for purchase without a sales representative. This plan offers a more limited mix of investment choices than the The Hartford SMART529, but its expenses and fees are lower. In addition, SMART529 WV Direct is a "no load" (no sales commission) plan.MIT AGELAB RESEARCH
MIT AgeLab explains how to identify signs of investment anxiety in your clients. Understand how stress, fear, and anxiety affect behavior, and steps you can take to help clients manage these emotions. For more than a decade, The Hartford has consulted the AgeLab for original research, insights, and public educationmaterials.
CLIMATE 101: WHAT ARE TRANSITION RISKS? Physical risks refer to the manifestations of a changing climate that may be acute, such as hurricanes, floods, or wildfires, or chronic, such as water scarcity, sea-level rise, extreme heat, or worsening air quality. Transition risks are every bit as important to understand and may be just as costly to companies and investors over time. IMPORTANT YEAR-END TAX INFORMATION 221377 4 Foreign Tax (Mutual Funds) The Funds elected to give shareholders the benefit of the applicable foreign tax credits. The ordinary dividend amount in Box 1a of Form 1099-DIV includes your proportionate share of foreign taxes paid SAMPLE TEAM OFFSITE AGENDA FOR ESTABLISHED TEAMS The offsite meeting is an opportunity to gather your team and spend time away from the office for a half-day annually. The lead advisor (or advisors) on the team should schedule this meeting and create the agenda, and ensure that every member of the team (including advisors and staff) is able to attend. HOME PRODUCTSMARKET PERSPECTIVESINVESTOR INSIGHTPRACTICE MANAGEMENTRESOURCESABOUT US 514 Products | Allocation--30% to 50% Equity Category 4/30/2021. Hartford Checks and Balances Fund (HCKIX) Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 647, 647, 581 and 422 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on arisk-adjusted
MUTUAL FUNDS
Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website SupportACCOUNT ACCESS
As a Hartford Funds account owner, you have the ability to access your account online. Registering is simple, secure, and a convenient way to: Check your account balance. Download your tax forms. Purchase and redeem shares, depending on your account type. Update your account information. Monitor fund performance. HARTFORD SMART529 OVERVIEW View Your Accounts Here. 888-823-4348. SMART529 is offered by the West Virginia Prepaid Tuition and College Savings Program Board of Trustees and is 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 ABOUT THE HARTFORD SMART529 SMART529 also offers SMART529 WV Direct to residents of West Virginia for purchase without a sales representative. This plan offers a more limited mix of investment choices than the The Hartford SMART529, but its expenses and fees are lower. In addition, SMART529 WV Direct is a "no load" (no sales commission) plan. CLIENT CONVERSATIONS Investment Fundamentals. Help clients start the year off right with timeless investment truths. Rebalancing. Dollar Cost Averaging. Time (in the Market) Is of the Essence. Diversification Never Goes out of Favor. February. 2021 Contribution Limits & IRAs. Help clients make the most of this year’s contribution limits and ask if they needhelp
MIT AGELAB RESEARCH
MIT AgeLab explains how to identify signs of investment anxiety in your clients. Understand how stress, fear, and anxiety affect behavior, and steps you can take to help clients manage these emotions. For more than a decade, The Hartford has consulted the AgeLab for original research, insights, and public educationmaterials.
CLIMATE 101: WHAT ARE TRANSITION RISKS? Physical risks refer to the manifestations of a changing climate that may be acute, such as hurricanes, floods, or wildfires, or chronic, such as water scarcity, sea-level rise, extreme heat, or worsening air quality. Transition risks are every bit as important to understand and may be just as costly to companies and investors over time. IMPORTANT YEAR-END TAX INFORMATION 221377 4 Foreign Tax (Mutual Funds) The Funds elected to give shareholders the benefit of the applicable foreign tax credits. The ordinary dividend amount in Box 1a of Form 1099-DIV includes your proportionate share of foreign taxes paid SAMPLE TEAM OFFSITE AGENDA FOR ESTABLISHED TEAMS The offsite meeting is an opportunity to gather your team and spend time away from the office for a half-day annually. The lead advisor (or advisors) on the team should schedule this meeting and create the agenda, and ensure that every member of the team (including advisors and staff) is able to attend.ACCOUNT ACCESS
As a Hartford Funds account owner, you have the ability to access your account online. Registering is simple, secure, and a convenient way to: Check your account balance. Download your tax forms. Purchase and redeem shares, depending on your account type. Update your account information. Monitor fund performance. ETFS - HARTFORD FUNDS The SEC Yield (%) is the fund’s 30-Day SEC Yield, which represents the hypothetical net investment income earned by the fund over a 30-day period, expressed as an annual percentage rate based on the fund’s share price at the end of the 30-day period. This hypothetical income will differ (at times significantly) from the fund’s actual experience; income distributions from the fund may be CONTACT US - HARTFORD FUNDS Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support CENTRAL-BANK DIGITAL CURRENCIES: DEBUNKING FIVE COMMON MYTHS 1 International Monetary Fund, 2020. 2 Disintemediation is the withdrawal of funds from intermediary financial institutions, such as banks and S&Ls, for the purpose of making direct investments 3 Fintech refers to software and other modern technologies used to support or enable banking and financial services.. 4 Alipay is a third-party mobile and online-payment platform established in THE “EM-IFICATION” OF DMS Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support HARTFORD CLIMATE OPPORTUNITIES FUND A multi-manager fund designed to seek opportunities that address climate change, including clean energy, sustainable transportation, and water/resource management. This fund was formerly known as the Hartford Environmental Opportunities Fund. 6 LESSONS NETFLIX CAN TEACH US ABOUT INTERNATIONAL INVESTING As of 12/31/20. Cyclical includes energy, industrials, materials, financials, real estate, and consumer discretionary sectors. Regions are represented by the following indices: US (MSCI USA), Europe (MSCI Europe), Japan (MSCI Japan), Emerging Markets (MSCI Emerging Markets), For illustrative purposes only. WATER: PRICED FOR IMPERFECTION 1 Representative Concentration Pathway | Sources: Woodwell Climate Research Center, World Resources Institute. A lack of water-storage infrastructure, unpredictable weather, and poor water quality all contribute to water stress. A number of challenges contribute to waterstress.
HOW HIGH EARNERS CAN MAXIMIZE THEIR RETIREMENT SAVINGS Retirement Plan Contribution Limits for 401 (k), 403 (b), and most 457 plans. $19,500 (under age 50) $26,000 (age 50 or older) Employers can make a matching contribution or profit sharing contribution up to 25% of compensation up to a maximum of $58,000. Total employer/employee contributions cannot exceed $58,000; $64,500 if age 50 and older. MARCH 31, 2021 HARTFORD BALANCED INCOME FUND Value of a $10,000 Investment (ClassI) $0 k $5 k $10 k $15 k $20 k $25 k 3/11 3/14 3/17 3/20 Seeks to provide current income with growth of capital as a secondary objective. HOME PRODUCTSMARKET PERSPECTIVESINVESTOR INSIGHTPRACTICE MANAGEMENTRESOURCESABOUT US 514 Products | Allocation--30% to 50% Equity Category 4/30/2021. Hartford Checks and Balances Fund (HCKIX) Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 647, 647, 581 and 422 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on arisk-adjusted
MUTUAL FUNDS
Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website SupportACCOUNT ACCESS
As a Hartford Funds account owner, you have the ability to access your account online. Registering is simple, secure, and a convenient way to: Check your account balance. Download your tax forms. Purchase and redeem shares, depending on your account type. Update your account information. Monitor fund performance. HARTFORD SMART529 OVERVIEW View Your Accounts Here. 888-823-4348. SMART529 is offered by the West Virginia Prepaid Tuition and College Savings Program Board of Trustees and is 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 CLIENT CONVERSATIONS Investment Fundamentals. Help clients start the year off right with timeless investment truths. Rebalancing. Dollar Cost Averaging. Time (in the Market) Is of the Essence. Diversification Never Goes out of Favor. February. 2021 Contribution Limits & IRAs. Help clients make the most of this year’s contribution limits and ask if they needhelp
ABOUT THE HARTFORD SMART529 SMART529 also offers SMART529 WV Direct to residents of West Virginia for purchase without a sales representative. This plan offers a more limited mix of investment choices than the The Hartford SMART529, but its expenses and fees are lower. In addition, SMART529 WV Direct is a "no load" (no sales commission) plan.MIT AGELAB RESEARCH
MIT AgeLab explains how to identify signs of investment anxiety in your clients. Understand how stress, fear, and anxiety affect behavior, and steps you can take to help clients manage these emotions. For more than a decade, The Hartford has consulted the AgeLab for original research, insights, and public educationmaterials.
CLIMATE 101: WHAT ARE TRANSITION RISKS? Physical risks refer to the manifestations of a changing climate that may be acute, such as hurricanes, floods, or wildfires, or chronic, such as water scarcity, sea-level rise, extreme heat, or worsening air quality. Transition risks are every bit as important to understand and may be just as costly to companies and investors over time. IMPORTANT YEAR-END TAX INFORMATION 221377 4 Foreign Tax (Mutual Funds) The Funds elected to give shareholders the benefit of the applicable foreign tax credits. The ordinary dividend amount in Box 1a of Form 1099-DIV includes your proportionate share of foreign taxes paid SAMPLE TEAM OFFSITE AGENDA FOR ESTABLISHED TEAMS The offsite meeting is an opportunity to gather your team and spend time away from the office for a half-day annually. The lead advisor (or advisors) on the team should schedule this meeting and create the agenda, and ensure that every member of the team (including advisors and staff) is able to attend. HOME PRODUCTSMARKET PERSPECTIVESINVESTOR INSIGHTPRACTICE MANAGEMENTRESOURCESABOUT US Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 3 stars, rated against 543, 543, 480 and 342 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%ACCOUNT ACCESS
As a Hartford Funds account owner, you have the ability to access your account online. Registering is simple, secure, and a convenient way to: Check your account balance. Download your tax forms. Purchase and redeem shares, depending on your account type. Update your account information. Monitor fund performance.MUTUAL FUNDS
Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support HARTFORD SMART529 OVERVIEW View Your Accounts Here. 888-823-4348. SMART529 is offered by the West Virginia Prepaid Tuition and College Savings Program Board of Trustees and is 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 CLIENT CONVERSATIONS Investment Fundamentals. Help clients start the year off right with timeless investment truths. Rebalancing. Dollar Cost Averaging. Time (in the Market) Is of the Essence. Diversification Never Goes out of Favor. February. 2021 Contribution Limits & IRAs. Help clients make the most of this year’s contribution limits and ask if they needhelp
HARTFORD CLIMATE OPPORTUNITIES FUND A multi-manager fund designed to seek opportunities that address climate change, including clean energy, sustainable transportation, and water/resource management. This fund was formerly known as the Hartford Environmental Opportunities Fund. HARTFORD INFLATION PLUS FUND SI = Since Inception. Fund Inception: 10/31/2002. Operating Expenses: Net 0.56% | Gross 0.56%. Share Class Inception: 8/31/06. Class I-share performance prior to its inception date reflects Class A-share performance (excluding sales charges) and operating expenses. SI performance is calculated from 10/31/02. Performance data quotedrepresents
MIT AGELAB RESEARCH
MIT AgeLab explains how to identify signs of investment anxiety in your clients. Understand how stress, fear, and anxiety affect behavior, and steps you can take to help clients manage these emotions. For more than a decade, The Hartford has consulted the AgeLab for original research, insights, and public educationmaterials.
CLIMATE 101: WHAT ARE TRANSITION RISKS? Physical risks refer to the manifestations of a changing climate that may be acute, such as hurricanes, floods, or wildfires, or chronic, such as water scarcity, sea-level rise, extreme heat, or worsening air quality. Transition risks are every bit as important to understand and may be just as costly to companies and investors over time. 5 WAYS TECHNOLOGY WILL CHANGE HOW YOU AGE 5 Ways Tech Will Change Retirement. This new economy of connections is what will enable us to live fuller lives as we age, and it touches five important aspects of our lives: Technology-Driven Transportation Will Help Us Stay Mobile. It Will Be Easier to Work and Earn Income Longer. We’ll Be Better Able to Maintain Our Social Network as WeAge.
ACCOUNT ACCESS
As a Hartford Funds account owner, you have the ability to access your account online. Registering is simple, secure, and a convenient way to: Check your account balance. Download your tax forms. Purchase and redeem shares, depending on your account type. Update your account information. Monitor fund performance. ETFS - HARTFORD FUNDS The SEC Yield (%) is the fund’s 30-Day SEC Yield, which represents the hypothetical net investment income earned by the fund over a 30-day period, expressed as an annual percentage rate based on the fund’s share price at the end of the 30-day period. This hypothetical income will differ (at times significantly) from the fund’s actual experience; income distributions from the fund may be THE “EM-IFICATION” OF DMS Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support HARTFORD CLIMATE OPPORTUNITIES FUND A multi-manager fund designed to seek opportunities that address climate change, including clean energy, sustainable transportation, and water/resource management. This fund was formerly known as the Hartford Environmental Opportunities Fund. HARTFORD SCHRODERS EMERGING MARKETS EQUITY FUND Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 689, 689, 595 and 291 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10% 8,000 DAYS OF RETIREMENT With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so muchcould happen.
THE HARTFORD FUNDS FAMILY OF FUNDS 690 LEE ROAD WAYNE THE HARTFORD FUNDS FAMILY OF FUNDS 690 Lee Road Wayne, Pennsylvania 19087 (888) 843-7824 NOTICE OF JOINT SPECIAL MEETING OF SHAREHOLDERS to be held on October 21, 2020 A joint special meeting of shareholders of the Hartford Funds Family of Funds identified below (each, a HOW HIGH EARNERS CAN MAXIMIZE THEIR RETIREMENT SAVINGS Retirement Plan Contribution Limits for 401 (k), 403 (b), and most 457 plans. $19,500 (under age 50) $26,000 (age 50 or older) Employers can make a matching contribution or profit sharing contribution up to 25% of compensation up to a maximum of $58,000. Total employer/employee contributions cannot exceed $58,000; $64,500 if age 50 and older. HARTFORD FUNDS IRA DISTRIBUTION REQUEST FORM Hartford Funds IRA Distribution Request Form (Rev. 01/20) Page 1 of 5. MF-10045-32. Section A - Hartford Funds Account Owner Information. Date of Birth(mm/dd/yyyy) MARCH 31, 2021 HARTFORD BALANCED INCOME FUND Value of a $10,000 Investment (ClassI) $0 k $5 k $10 k $15 k $20 k $25 k 3/11 3/14 3/17 3/20 Seeks to provide current income with growth of capital as a secondary objective. HOME PRODUCTSMARKET PERSPECTIVESINVESTOR INSIGHTPRACTICE MANAGEMENTRESOURCESABOUT US 514 Products | Allocation--30% to 50% Equity Category 4/30/2021. Hartford Checks and Balances Fund (HCKIX) Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 647, 647, 581 and 422 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on arisk-adjusted
ACCOUNT ACCESS
As a Hartford Funds account owner, you have the ability to access your account online. Registering is simple, secure, and a convenient way to: Check your account balance. Download your tax forms. Purchase and redeem shares, depending on your account type. Update your account information. Monitor fund performance.MUTUAL FUNDS
Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support HARTFORD SMART529 OVERVIEW View Your Accounts Here. 888-823-4348. SMART529 is offered by the West Virginia Prepaid Tuition and College Savings Program Board of Trustees and is 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 CLIENT CONVERSATIONS Investment Fundamentals. Help clients start the year off right with timeless investment truths. Rebalancing. Dollar Cost Averaging. Time (in the Market) Is of the Essence. Diversification Never Goes out of Favor. February. 2021 Contribution Limits & IRAs. Help clients make the most of this year’s contribution limits and ask if they needhelp
HARTFORD CLIMATE OPPORTUNITIES FUND Effective 11/8/19, the Fund (formerly known as the Hartford Environmental Opportunities Fund) changed its name and principal investment strategy. The fund also added Schroder Investment Management North America Inc. as a sub-adviser and Schroder Investment Management North America Ltd. as a sub-sub-adviser to the Fund. HARTFORD INFLATION PLUS FUND SI = Since Inception. Fund Inception: 10/31/2002. Operating Expenses: Net 0.56% | Gross 0.56%. Share Class Inception: 8/31/06. Class I-share performance prior to its inception date reflects Class A-share performance (excluding sales charges) and operating expenses. SI performance is calculated from 10/31/02. Performance data quotedrepresents
CLIMATE 101: WHAT ARE TRANSITION RISKS? Physical risks refer to the manifestations of a changing climate that may be acute, such as hurricanes, floods, or wildfires, or chronic, such as water scarcity, sea-level rise, extreme heat, or worsening air quality. Transition risks are every bit as important to understand and may be just as costly to companies and investors over time. 8,000 DAYS OF RETIREMENT With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so muchcould happen.
5 WAYS TECHNOLOGY WILL CHANGE HOW YOU AGE 5 Ways Tech Will Change Retirement. This new economy of connections is what will enable us to live fuller lives as we age, and it touches five important aspects of our lives: Technology-Driven Transportation Will Help Us Stay Mobile. It Will Be Easier to Work and Earn Income Longer. We’ll Be Better Able to Maintain Our Social Network as WeAge.
HOME PRODUCTSMARKET PERSPECTIVESINVESTOR INSIGHTPRACTICE MANAGEMENTRESOURCESABOUT US 514 Products | Allocation--30% to 50% Equity Category 4/30/2021. Hartford Checks and Balances Fund (HCKIX) Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 647, 647, 581 and 422 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on arisk-adjusted
ACCOUNT ACCESS
As a Hartford Funds account owner, you have the ability to access your account online. Registering is simple, secure, and a convenient way to: Check your account balance. Download your tax forms. Purchase and redeem shares, depending on your account type. Update your account information. Monitor fund performance.MUTUAL FUNDS
Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support HARTFORD SMART529 OVERVIEW View Your Accounts Here. 888-823-4348. SMART529 is offered by the West Virginia Prepaid Tuition and College Savings Program Board of Trustees and is 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 CLIENT CONVERSATIONS Investment Fundamentals. Help clients start the year off right with timeless investment truths. Rebalancing. Dollar Cost Averaging. Time (in the Market) Is of the Essence. Diversification Never Goes out of Favor. February. 2021 Contribution Limits & IRAs. Help clients make the most of this year’s contribution limits and ask if they needhelp
HARTFORD CLIMATE OPPORTUNITIES FUND Effective 11/8/19, the Fund (formerly known as the Hartford Environmental Opportunities Fund) changed its name and principal investment strategy. The fund also added Schroder Investment Management North America Inc. as a sub-adviser and Schroder Investment Management North America Ltd. as a sub-sub-adviser to the Fund. HARTFORD INFLATION PLUS FUND SI = Since Inception. Fund Inception: 10/31/2002. Operating Expenses: Net 0.56% | Gross 0.56%. Share Class Inception: 8/31/06. Class I-share performance prior to its inception date reflects Class A-share performance (excluding sales charges) and operating expenses. SI performance is calculated from 10/31/02. Performance data quotedrepresents
CLIMATE 101: WHAT ARE TRANSITION RISKS? Physical risks refer to the manifestations of a changing climate that may be acute, such as hurricanes, floods, or wildfires, or chronic, such as water scarcity, sea-level rise, extreme heat, or worsening air quality. Transition risks are every bit as important to understand and may be just as costly to companies and investors over time. 8,000 DAYS OF RETIREMENT With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so muchcould happen.
5 WAYS TECHNOLOGY WILL CHANGE HOW YOU AGE 5 Ways Tech Will Change Retirement. This new economy of connections is what will enable us to live fuller lives as we age, and it touches five important aspects of our lives: Technology-Driven Transportation Will Help Us Stay Mobile. It Will Be Easier to Work and Earn Income Longer. We’ll Be Better Able to Maintain Our Social Network as WeAge.
HARTFORD GLOBAL REAL ASSET FUND Home > Funds > Hartford Global Real Asset Fund. 9.91 NAV (as of 5/28/2021) +0.01 (+0.10%) NAV Change. World Allocation Morningstar Category. Real Return Funds Lipper Classification. Fact Sheet. ABOUT THE HARTFORD SMART529 SMART529 also offers SMART529 WV Direct to residents of West Virginia for purchase without a sales representative. This plan offers a more limited mix of investment choices than the The Hartford SMART529, but its expenses and fees are lower. In addition, SMART529 WV Direct is a "no load" (no sales commission) plan. HARTFORD STRATEGIC INCOME FUND Overall, 5 stars, 3-Year, 5 stars, 5-Year, 5 stars, and 10-Year, 4 stars, rated against 295, 295, 260 and 140 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10% HARTFORD GLOBAL IMPACT FUND Overall, 4 stars, and 3-Year, 4 stars, rated against 134 and 134 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the THE “EM-IFICATION” OF DMS Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support HARTFORD SCHRODERS INTERNATIONAL STOCK FUND Overall, 5 stars, 3-Year, 5 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 664, 664, 568 and 375 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10% HARTFORD BALANCED HLS FUND Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 647, 647, 581 and 422 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10% HARTFORD EMERGING MARKETS EQUITY FUND Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose 8,000 DAYS OF RETIREMENT With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so muchcould happen.
HOW HIGH EARNERS CAN MAXIMIZE THEIR RETIREMENT SAVINGS Retirement Plan Contribution Limits for 401 (k), 403 (b), and most 457 plans. $19,500 (under age 50) $26,000 (age 50 or older) Employers can make a matching contribution or profit sharing contribution up to 25% of compensation up to a maximum of $58,000. Total employer/employee contributions cannot exceed $58,000; $64,500 if age 50 and older. HOME PRODUCTSMARKET PERSPECTIVESINVESTOR INSIGHTPRACTICE MANAGEMENTRESOURCESABOUT US 514 Products | Allocation--30% to 50% Equity Category 4/30/2021. Hartford Checks and Balances Fund (HCKIX) Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 647, 647, 581 and 422 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on arisk-adjusted
ACCOUNT ACCESS
As a Hartford Funds account owner, you have the ability to access your account online. Registering is simple, secure, and a convenient way to: Check your account balance. Download your tax forms. Purchase and redeem shares, depending on your account type. Update your account information. Monitor fund performance.MUTUAL FUNDS
Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support HARTFORD SMART529 OVERVIEW View Your Accounts Here. 888-823-4348. SMART529 is offered by the West Virginia Prepaid Tuition and College Savings Program Board of Trustees and is 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 CLIENT CONVERSATIONS Investment Fundamentals. Help clients start the year off right with timeless investment truths. Rebalancing. Dollar Cost Averaging. Time (in the Market) Is of the Essence. Diversification Never Goes out of Favor. February. 2021 Contribution Limits & IRAs. Help clients make the most of this year’s contribution limits and ask if they needhelp
HARTFORD CLIMATE OPPORTUNITIES FUND Effective 11/8/19, the Fund (formerly known as the Hartford Environmental Opportunities Fund) changed its name and principal investment strategy. The fund also added Schroder Investment Management North America Inc. as a sub-adviser and Schroder Investment Management North America Ltd. as a sub-sub-adviser to the Fund. HARTFORD INFLATION PLUS FUND SI = Since Inception. Fund Inception: 10/31/2002. Operating Expenses: Net 0.56% | Gross 0.56%. Share Class Inception: 8/31/06. Class I-share performance prior to its inception date reflects Class A-share performance (excluding sales charges) and operating expenses. SI performance is calculated from 10/31/02. Performance data quotedrepresents
CLIMATE 101: WHAT ARE TRANSITION RISKS? Physical risks refer to the manifestations of a changing climate that may be acute, such as hurricanes, floods, or wildfires, or chronic, such as water scarcity, sea-level rise, extreme heat, or worsening air quality. Transition risks are every bit as important to understand and may be just as costly to companies and investors over time. 8,000 DAYS OF RETIREMENT With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so muchcould happen.
5 WAYS TECHNOLOGY WILL CHANGE HOW YOU AGE 5 Ways Tech Will Change Retirement. This new economy of connections is what will enable us to live fuller lives as we age, and it touches five important aspects of our lives: Technology-Driven Transportation Will Help Us Stay Mobile. It Will Be Easier to Work and Earn Income Longer. We’ll Be Better Able to Maintain Our Social Network as WeAge.
HOME PRODUCTSMARKET PERSPECTIVESINVESTOR INSIGHTPRACTICE MANAGEMENTRESOURCESABOUT US 514 Products | Allocation--30% to 50% Equity Category 4/30/2021. Hartford Checks and Balances Fund (HCKIX) Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 647, 647, 581 and 422 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on arisk-adjusted
ACCOUNT ACCESS
As a Hartford Funds account owner, you have the ability to access your account online. Registering is simple, secure, and a convenient way to: Check your account balance. Download your tax forms. Purchase and redeem shares, depending on your account type. Update your account information. Monitor fund performance.MUTUAL FUNDS
Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support HARTFORD SMART529 OVERVIEW View Your Accounts Here. 888-823-4348. SMART529 is offered by the West Virginia Prepaid Tuition and College Savings Program Board of Trustees and is 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 CLIENT CONVERSATIONS Investment Fundamentals. Help clients start the year off right with timeless investment truths. Rebalancing. Dollar Cost Averaging. Time (in the Market) Is of the Essence. Diversification Never Goes out of Favor. February. 2021 Contribution Limits & IRAs. Help clients make the most of this year’s contribution limits and ask if they needhelp
HARTFORD CLIMATE OPPORTUNITIES FUND Effective 11/8/19, the Fund (formerly known as the Hartford Environmental Opportunities Fund) changed its name and principal investment strategy. The fund also added Schroder Investment Management North America Inc. as a sub-adviser and Schroder Investment Management North America Ltd. as a sub-sub-adviser to the Fund. HARTFORD INFLATION PLUS FUND SI = Since Inception. Fund Inception: 10/31/2002. Operating Expenses: Net 0.56% | Gross 0.56%. Share Class Inception: 8/31/06. Class I-share performance prior to its inception date reflects Class A-share performance (excluding sales charges) and operating expenses. SI performance is calculated from 10/31/02. Performance data quotedrepresents
CLIMATE 101: WHAT ARE TRANSITION RISKS? Physical risks refer to the manifestations of a changing climate that may be acute, such as hurricanes, floods, or wildfires, or chronic, such as water scarcity, sea-level rise, extreme heat, or worsening air quality. Transition risks are every bit as important to understand and may be just as costly to companies and investors over time. 8,000 DAYS OF RETIREMENT With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so muchcould happen.
5 WAYS TECHNOLOGY WILL CHANGE HOW YOU AGE 5 Ways Tech Will Change Retirement. This new economy of connections is what will enable us to live fuller lives as we age, and it touches five important aspects of our lives: Technology-Driven Transportation Will Help Us Stay Mobile. It Will Be Easier to Work and Earn Income Longer. We’ll Be Better Able to Maintain Our Social Network as WeAge.
HARTFORD GLOBAL REAL ASSET FUND Home > Funds > Hartford Global Real Asset Fund. 9.91 NAV (as of 5/28/2021) +0.01 (+0.10%) NAV Change. World Allocation Morningstar Category. Real Return Funds Lipper Classification. Fact Sheet. ABOUT THE HARTFORD SMART529 SMART529 also offers SMART529 WV Direct to residents of West Virginia for purchase without a sales representative. This plan offers a more limited mix of investment choices than the The Hartford SMART529, but its expenses and fees are lower. In addition, SMART529 WV Direct is a "no load" (no sales commission) plan. HARTFORD STRATEGIC INCOME FUND Overall, 5 stars, 3-Year, 5 stars, 5-Year, 5 stars, and 10-Year, 4 stars, rated against 295, 295, 260 and 140 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10% HARTFORD GLOBAL IMPACT FUND Overall, 4 stars, and 3-Year, 4 stars, rated against 134 and 134 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the THE “EM-IFICATION” OF DMS Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support HARTFORD SCHRODERS INTERNATIONAL STOCK FUND Overall, 5 stars, 3-Year, 5 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 664, 664, 568 and 375 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10% HARTFORD BALANCED HLS FUND Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 647, 647, 581 and 422 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10% HARTFORD EMERGING MARKETS EQUITY FUND Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose 8,000 DAYS OF RETIREMENT With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so muchcould happen.
HOW HIGH EARNERS CAN MAXIMIZE THEIR RETIREMENT SAVINGS Retirement Plan Contribution Limits for 401 (k), 403 (b), and most 457 plans. $19,500 (under age 50) $26,000 (age 50 or older) Employers can make a matching contribution or profit sharing contribution up to 25% of compensation up to a maximum of $58,000. Total employer/employee contributions cannot exceed $58,000; $64,500 if age 50 and older. HOME PRODUCTSMARKET PERSPECTIVESINVESTOR INSIGHTPRACTICE MANAGEMENTRESOURCESABOUT US 514 Products | Allocation--30% to 50% Equity Category 4/30/2021. Hartford Checks and Balances Fund (HCKIX) Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 647, 647, 581 and 422 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on arisk-adjusted
ACCOUNT ACCESS
As a Hartford Funds account owner, you have the ability to access your account online. Registering is simple, secure, and a convenient way to: Check your account balance. Download your tax forms. Purchase and redeem shares, depending on your account type. Update your account information. Monitor fund performance.MUTUAL FUNDS
Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support HARTFORD SMART529 OVERVIEW View Your Accounts Here. 888-823-4348. SMART529 is offered by the West Virginia Prepaid Tuition and College Savings Program Board of Trustees and is 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 CLIENT CONVERSATIONS Investment Fundamentals. Help clients start the year off right with timeless investment truths. Rebalancing. Dollar Cost Averaging. Time (in the Market) Is of the Essence. Diversification Never Goes out of Favor. February. 2021 Contribution Limits & IRAs. Help clients make the most of this year’s contribution limits and ask if they needhelp
HARTFORD CLIMATE OPPORTUNITIES FUND Effective 11/8/19, the Fund (formerly known as the Hartford Environmental Opportunities Fund) changed its name and principal investment strategy. The fund also added Schroder Investment Management North America Inc. as a sub-adviser and Schroder Investment Management North America Ltd. as a sub-sub-adviser to the Fund. HARTFORD INFLATION PLUS FUND SI = Since Inception. Fund Inception: 10/31/2002. Operating Expenses: Net 0.56% | Gross 0.56%. Share Class Inception: 8/31/06. Class I-share performance prior to its inception date reflects Class A-share performance (excluding sales charges) and operating expenses. SI performance is calculated from 10/31/02. Performance data quotedrepresents
CLIMATE 101: WHAT ARE TRANSITION RISKS? Physical risks refer to the manifestations of a changing climate that may be acute, such as hurricanes, floods, or wildfires, or chronic, such as water scarcity, sea-level rise, extreme heat, or worsening air quality. Transition risks are every bit as important to understand and may be just as costly to companies and investors over time. 8,000 DAYS OF RETIREMENT With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so muchcould happen.
5 WAYS TECHNOLOGY WILL CHANGE HOW YOU AGE 5 Ways Tech Will Change Retirement. This new economy of connections is what will enable us to live fuller lives as we age, and it touches five important aspects of our lives: Technology-Driven Transportation Will Help Us Stay Mobile. It Will Be Easier to Work and Earn Income Longer. We’ll Be Better Able to Maintain Our Social Network as WeAge.
HOME PRODUCTSMARKET PERSPECTIVESINVESTOR INSIGHTPRACTICE MANAGEMENTRESOURCESABOUT US 514 Products | Allocation--30% to 50% Equity Category 4/30/2021. Hartford Checks and Balances Fund (HCKIX) Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 647, 647, 581 and 422 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on arisk-adjusted
ACCOUNT ACCESS
As a Hartford Funds account owner, you have the ability to access your account online. Registering is simple, secure, and a convenient way to: Check your account balance. Download your tax forms. Purchase and redeem shares, depending on your account type. Update your account information. Monitor fund performance.MUTUAL FUNDS
Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support HARTFORD SMART529 OVERVIEW View Your Accounts Here. 888-823-4348. SMART529 is offered by the West Virginia Prepaid Tuition and College Savings Program Board of Trustees and is 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 CLIENT CONVERSATIONS Investment Fundamentals. Help clients start the year off right with timeless investment truths. Rebalancing. Dollar Cost Averaging. Time (in the Market) Is of the Essence. Diversification Never Goes out of Favor. February. 2021 Contribution Limits & IRAs. Help clients make the most of this year’s contribution limits and ask if they needhelp
HARTFORD CLIMATE OPPORTUNITIES FUND Effective 11/8/19, the Fund (formerly known as the Hartford Environmental Opportunities Fund) changed its name and principal investment strategy. The fund also added Schroder Investment Management North America Inc. as a sub-adviser and Schroder Investment Management North America Ltd. as a sub-sub-adviser to the Fund. HARTFORD INFLATION PLUS FUND SI = Since Inception. Fund Inception: 10/31/2002. Operating Expenses: Net 0.56% | Gross 0.56%. Share Class Inception: 8/31/06. Class I-share performance prior to its inception date reflects Class A-share performance (excluding sales charges) and operating expenses. SI performance is calculated from 10/31/02. Performance data quotedrepresents
CLIMATE 101: WHAT ARE TRANSITION RISKS? Physical risks refer to the manifestations of a changing climate that may be acute, such as hurricanes, floods, or wildfires, or chronic, such as water scarcity, sea-level rise, extreme heat, or worsening air quality. Transition risks are every bit as important to understand and may be just as costly to companies and investors over time. 8,000 DAYS OF RETIREMENT With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so muchcould happen.
5 WAYS TECHNOLOGY WILL CHANGE HOW YOU AGE 5 Ways Tech Will Change Retirement. This new economy of connections is what will enable us to live fuller lives as we age, and it touches five important aspects of our lives: Technology-Driven Transportation Will Help Us Stay Mobile. It Will Be Easier to Work and Earn Income Longer. We’ll Be Better Able to Maintain Our Social Network as WeAge.
HARTFORD GLOBAL REAL ASSET FUND Home > Funds > Hartford Global Real Asset Fund. 9.91 NAV (as of 5/28/2021) +0.01 (+0.10%) NAV Change. World Allocation Morningstar Category. Real Return Funds Lipper Classification. Fact Sheet. ABOUT THE HARTFORD SMART529 SMART529 also offers SMART529 WV Direct to residents of West Virginia for purchase without a sales representative. This plan offers a more limited mix of investment choices than the The Hartford SMART529, but its expenses and fees are lower. In addition, SMART529 WV Direct is a "no load" (no sales commission) plan. HARTFORD STRATEGIC INCOME FUND Overall, 5 stars, 3-Year, 5 stars, 5-Year, 5 stars, and 10-Year, 4 stars, rated against 295, 295, 260 and 140 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10% HARTFORD GLOBAL IMPACT FUND Overall, 4 stars, and 3-Year, 4 stars, rated against 134 and 134 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the THE “EM-IFICATION” OF DMS Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support HARTFORD SCHRODERS INTERNATIONAL STOCK FUND Overall, 5 stars, 3-Year, 5 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 664, 664, 568 and 375 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10% HARTFORD BALANCED HLS FUND Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 647, 647, 581 and 422 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10% HARTFORD EMERGING MARKETS EQUITY FUND Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose 8,000 DAYS OF RETIREMENT With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so muchcould happen.
HOW HIGH EARNERS CAN MAXIMIZE THEIR RETIREMENT SAVINGS Retirement Plan Contribution Limits for 401 (k), 403 (b), and most 457 plans. $19,500 (under age 50) $26,000 (age 50 or older) Employers can make a matching contribution or profit sharing contribution up to 25% of compensation up to a maximum of $58,000. Total employer/employee contributions cannot exceed $58,000; $64,500 if age 50 and older. HOME PRODUCTSMARKET PERSPECTIVESINVESTOR INSIGHTPRACTICE MANAGEMENTRESOURCESABOUT US 514 Products | Allocation--30% to 50% Equity Category 4/30/2021. Hartford Checks and Balances Fund (HCKIX) Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 647, 647, 581 and 422 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on arisk-adjusted
ACCOUNT ACCESS
As a Hartford Funds account owner, you have the ability to access your account online. Registering is simple, secure, and a convenient way to: Check your account balance. Download your tax forms. Purchase and redeem shares, depending on your account type. Update your account information. Monitor fund performance.MUTUAL FUNDS
Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support CLIENT CONVERSATIONS Investment Fundamentals. Help clients start the year off right with timeless investment truths. Rebalancing. Dollar Cost Averaging. Time (in the Market) Is of the Essence. Diversification Never Goes out of Favor. February. 2021 Contribution Limits & IRAs. Help clients make the most of this year’s contribution limits and ask if they needhelp
ABOUT THE HARTFORD SMART529 SMART529 also offers SMART529 WV Direct to residents of West Virginia for purchase without a sales representative. This plan offers a more limited mix of investment choices than the The Hartford SMART529, but its expenses and fees are lower. In addition, SMART529 WV Direct is a "no load" (no sales commission) plan.MIT AGELAB RESEARCH
MIT AgeLab explains how to identify signs of investment anxiety in your clients. Understand how stress, fear, and anxiety affect behavior, and steps you can take to help clients manage these emotions. For more than a decade, The Hartford has consulted the AgeLab for original research, insights, and public educationmaterials.
5 WAYS TECHNOLOGY WILL CHANGE HOW YOU AGEHARTFORD FUNDS ONLINEHARTFORD FUNDS PERFORMANCEHARTFORD INVESTMENT FUNDSHARTFORD MUTUAL FUNDSHARTFORD TECHNOLOGY RENTAL 5 Ways Tech Will Change Retirement. This new economy of connections is what will enable us to live fuller lives as we age, and it touches five important aspects of our lives: Technology-Driven Transportation Will Help Us Stay Mobile. It Will Be Easier to Work and Earn Income Longer. We’ll Be Better Able to Maintain Our Social Network as WeAge.
8,000 DAYS OF RETIREMENT With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so muchcould happen.
CLIMATE 101: WHAT ARE TRANSITION RISKS? Physical risks refer to the manifestations of a changing climate that may be acute, such as hurricanes, floods, or wildfires, or chronic, such as water scarcity, sea-level rise, extreme heat, or worsening air quality. Transition risks are every bit as important to understand and may be just as costly to companies and investors over time. SALES CHARGES INFORMATION MARCH 2021 1 Sales Charges Information – Hartford Mutual Funds Classes of Shares INVESTOR REQUIREMENTS This section describes investor requirements for each class of shares offered by Hartford mutual funds.1 Each Hartford Fund mutual fund (each a “Fund” and collectively, the “Funds”) may, in its sole discretion, modify or waive the eligibility HOME PRODUCTSMARKET PERSPECTIVESINVESTOR INSIGHTPRACTICE MANAGEMENTRESOURCESABOUT US 514 Products | Allocation--30% to 50% Equity Category 4/30/2021. Hartford Checks and Balances Fund (HCKIX) Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 647, 647, 581 and 422 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on arisk-adjusted
ACCOUNT ACCESS
As a Hartford Funds account owner, you have the ability to access your account online. Registering is simple, secure, and a convenient way to: Check your account balance. Download your tax forms. Purchase and redeem shares, depending on your account type. Update your account information. Monitor fund performance.MUTUAL FUNDS
Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support CLIENT CONVERSATIONS Investment Fundamentals. Help clients start the year off right with timeless investment truths. Rebalancing. Dollar Cost Averaging. Time (in the Market) Is of the Essence. Diversification Never Goes out of Favor. February. 2021 Contribution Limits & IRAs. Help clients make the most of this year’s contribution limits and ask if they needhelp
ABOUT THE HARTFORD SMART529 SMART529 also offers SMART529 WV Direct to residents of West Virginia for purchase without a sales representative. This plan offers a more limited mix of investment choices than the The Hartford SMART529, but its expenses and fees are lower. In addition, SMART529 WV Direct is a "no load" (no sales commission) plan.MIT AGELAB RESEARCH
MIT AgeLab explains how to identify signs of investment anxiety in your clients. Understand how stress, fear, and anxiety affect behavior, and steps you can take to help clients manage these emotions. For more than a decade, The Hartford has consulted the AgeLab for original research, insights, and public educationmaterials.
5 WAYS TECHNOLOGY WILL CHANGE HOW YOU AGEHARTFORD FUNDS ONLINEHARTFORD FUNDS PERFORMANCEHARTFORD INVESTMENT FUNDSHARTFORD MUTUAL FUNDSHARTFORD TECHNOLOGY RENTAL 5 Ways Tech Will Change Retirement. This new economy of connections is what will enable us to live fuller lives as we age, and it touches five important aspects of our lives: Technology-Driven Transportation Will Help Us Stay Mobile. It Will Be Easier to Work and Earn Income Longer. We’ll Be Better Able to Maintain Our Social Network as WeAge.
8,000 DAYS OF RETIREMENT With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so muchcould happen.
CLIMATE 101: WHAT ARE TRANSITION RISKS? Physical risks refer to the manifestations of a changing climate that may be acute, such as hurricanes, floods, or wildfires, or chronic, such as water scarcity, sea-level rise, extreme heat, or worsening air quality. Transition risks are every bit as important to understand and may be just as costly to companies and investors over time. SALES CHARGES INFORMATION MARCH 2021 1 Sales Charges Information – Hartford Mutual Funds Classes of Shares INVESTOR REQUIREMENTS This section describes investor requirements for each class of shares offered by Hartford mutual funds.1 Each Hartford Fund mutual fund (each a “Fund” and collectively, the “Funds”) may, in its sole discretion, modify or waive the eligibility PRODUCTS - HARTFORD FUNDS Hartford Funds New ETF Launch – March 2021. Mon Mar 15 09:27:00 EDT 2021. Hartford Funds Product Update – March 2021. Mon Mar 01 09:27:00 EST 2021. 2021 Retail Funds Annual Update and Upcoming Updates to Certain Retail Funds. VIEW PRODUCT UPDATES ARCHIVE >. ETFS - HARTFORD FUNDS The SEC Yield (%) is the fund’s 30-Day SEC Yield, which represents the hypothetical net investment income earned by the fund over a 30-day period, expressed as an annual percentage rate based on the fund’s share price at the end of the 30-day period. This hypothetical income will differ (at times significantly) from the fund’s actual experience; income distributions from the fund may be HARTFORD SMART529 OVERVIEW View Your Accounts Here. 888-823-4348. SMART529 is offered by the West Virginia Prepaid Tuition and College Savings Program Board of Trustees and is 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 HARTFORD GLOBAL REAL ASSET FUND Home > Funds > Hartford Global Real Asset Fund. 9.91 NAV (as of 5/28/2021) +0.01 (+0.10%) NAV Change. World Allocation Morningstar Category. Real Return Funds Lipper Classification. Fact Sheet. HARTFORD SCHRODERS INTERNATIONAL STOCK FUND Overall, 5 stars, 3-Year, 5 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 664, 664, 568 and 375 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10% 6 LESSONS NETFLIX CAN TEACH US ABOUT INTERNATIONAL INVESTING As of 12/31/20. Cyclical includes energy, industrials, materials, financials, real estate, and consumer discretionary sectors. Regions are represented by the following indices: US (MSCI USA), Europe (MSCI Europe), Japan (MSCI Japan), Emerging Markets (MSCI Emerging Markets), For illustrative purposes only. CLIMATE 101: WHAT ARE TRANSITION RISKS? Physical risks refer to the manifestations of a changing climate that may be acute, such as hurricanes, floods, or wildfires, or chronic, such as water scarcity, sea-level rise, extreme heat, or worsening air quality. Transition risks are every bit as important to understand and may be just as costly to companies and investors over time. 8,000 DAYS OF RETIREMENT With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so muchcould happen.
10 THINGS YOU SHOULD KNOW ABOUT BITCOIN Crypto What? – Cryptocurrency is a new type of digital currency that's an alternative to the US dollar and other traditional currencies. Bitcoin was created in 2009 and is the largest and oldest cryptocurrency. Mystery Man – Bitcoin was the brainchild of Satoshi Nakamoto, a psuedonym used by the author of a white paper written in2008.
NATALIYA KOFMAN
Nataliya Kofman is an equity portfolio manager and a member of the Quality Equity Team. She manages global equity assets on behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. She also provides research to her team on the health care, industrial HOME PRODUCTSMARKET PERSPECTIVESINVESTOR INSIGHTPRACTICE MANAGEMENTRESOURCESABOUT US 514 Products | Allocation--30% to 50% Equity Category 4/30/2021. Hartford Checks and Balances Fund (HCKIX) Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 647, 647, 581 and 422 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on arisk-adjusted
ACCOUNT ACCESS
As a Hartford Funds account owner, you have the ability to access your account online. Registering is simple, secure, and a convenient way to: Check your account balance. Download your tax forms. Purchase and redeem shares, depending on your account type. Update your account information. Monitor fund performance.MUTUAL FUNDS
Pre-Sales Support Mutual Funds and ETFs - 800-456-7526 Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET Friday: 8:00 a.m. – 5:00 p.m. ET. Post-Sales and Website Support CLIENT CONVERSATIONS Investment Fundamentals. Help clients start the year off right with timeless investment truths. Rebalancing. Dollar Cost Averaging. Time (in the Market) Is of the Essence. Diversification Never Goes out of Favor. February. 2021 Contribution Limits & IRAs. Help clients make the most of this year’s contribution limits and ask if they needhelp
ABOUT THE HARTFORD SMART529 SMART529 also offers SMART529 WV Direct to residents of West Virginia for purchase without a sales representative. This plan offers a more limited mix of investment choices than the The Hartford SMART529, but its expenses and fees are lower. In addition, SMART529 WV Direct is a "no load" (no sales commission) plan.MIT AGELAB RESEARCH
MIT AgeLab explains how to identify signs of investment anxiety in your clients. Understand how stress, fear, and anxiety affect behavior, and steps you can take to help clients manage these emotions. For more than a decade, The Hartford has consulted the AgeLab for original research, insights, and public educationmaterials.
5 WAYS TECHNOLOGY WILL CHANGE HOW YOU AGEHARTFORD FUNDS ONLINEHARTFORD FUNDS PERFORMANCEHARTFORD INVESTMENT FUNDSHARTFORD MUTUAL FUNDSHARTFORD TECHNOLOGY RENTAL 5 Ways Tech Will Change Retirement. This new economy of connections is what will enable us to live fuller lives as we age, and it touches five important aspects of our lives: Technology-Driven Transportation Will Help Us Stay Mobile. It Will Be Easier to Work and Earn Income Longer. We’ll Be Better Able to Maintain Our Social Network as WeAge.
8,000 DAYS OF RETIREMENT With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so muchcould happen.
CLIMATE 101: WHAT ARE TRANSITION RISKS? Physical risks refer to the manifestations of a changing climate that may be acute, such as hurricanes, floods, or wildfires, or chronic, such as water scarcity, sea-level rise, extreme heat, or worsening air quality. Transition risks are every bit as important to understand and may be just as costly to companies and investors over time. SALES CHARGES INFORMATION MARCH 2021 1 Sales Charges Information – Hartford Mutual Funds Classes of Shares INVESTOR REQUIREMENTS This section describes investor requirements for each class of shares offered by Hartford mutual funds.1 Each Hartford Fund mutual fund (each a “Fund” and collectively, the “Funds”) may, in its sole discretion, modify or waive the eligibility HOME PRODUCTSMARKET PERSPECTIVESINVESTOR INSIGHTPRACTICE MANAGEMENTRESOURCESABOUT US 514 Products | Allocation--30% to 50% Equity Category 4/30/2021. Hartford Checks and Balances Fund (HCKIX) Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 647, 647, 581 and 422 products, respectively. Morningstar Rating TM is calculated for products with at least a 3-year history, based on arisk-adjusted
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ABOUT THE HARTFORD SMART529 SMART529 also offers SMART529 WV Direct to residents of West Virginia for purchase without a sales representative. This plan offers a more limited mix of investment choices than the The Hartford SMART529, but its expenses and fees are lower. In addition, SMART529 WV Direct is a "no load" (no sales commission) plan.MIT AGELAB RESEARCH
MIT AgeLab explains how to identify signs of investment anxiety in your clients. Understand how stress, fear, and anxiety affect behavior, and steps you can take to help clients manage these emotions. For more than a decade, The Hartford has consulted the AgeLab for original research, insights, and public educationmaterials.
5 WAYS TECHNOLOGY WILL CHANGE HOW YOU AGEHARTFORD FUNDS ONLINEHARTFORD FUNDS PERFORMANCEHARTFORD INVESTMENT FUNDSHARTFORD MUTUAL FUNDSHARTFORD TECHNOLOGY RENTAL 5 Ways Tech Will Change Retirement. This new economy of connections is what will enable us to live fuller lives as we age, and it touches five important aspects of our lives: Technology-Driven Transportation Will Help Us Stay Mobile. It Will Be Easier to Work and Earn Income Longer. We’ll Be Better Able to Maintain Our Social Network as WeAge.
8,000 DAYS OF RETIREMENT With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so muchcould happen.
CLIMATE 101: WHAT ARE TRANSITION RISKS? Physical risks refer to the manifestations of a changing climate that may be acute, such as hurricanes, floods, or wildfires, or chronic, such as water scarcity, sea-level rise, extreme heat, or worsening air quality. Transition risks are every bit as important to understand and may be just as costly to companies and investors over time. SALES CHARGES INFORMATION MARCH 2021 1 Sales Charges Information – Hartford Mutual Funds Classes of Shares INVESTOR REQUIREMENTS This section describes investor requirements for each class of shares offered by Hartford mutual funds.1 Each Hartford Fund mutual fund (each a “Fund” and collectively, the “Funds”) may, in its sole discretion, modify or waive the eligibility PRODUCTS - HARTFORD FUNDS Hartford Funds New ETF Launch – March 2021. Mon Mar 15 09:27:00 EDT 2021. Hartford Funds Product Update – March 2021. Mon Mar 01 09:27:00 EST 2021. 2021 Retail Funds Annual Update and Upcoming Updates to Certain Retail Funds. VIEW PRODUCT UPDATES ARCHIVE >. HARTFORD CLIMATE OPPORTUNITIES FUND A multi-manager fund designed to seek opportunities that address climate change, including clean energy, sustainable transportation, and water/resource management. This fund was formerly known as the Hartford Environmental Opportunities Fund. ETFS - HARTFORD FUNDS The SEC Yield (%) is the fund’s 30-Day SEC Yield, which represents the hypothetical net investment income earned by the fund over a 30-day period, expressed as an annual percentage rate based on the fund’s share price at the end of the 30-day period. This hypothetical income will differ (at times significantly) from the fund’s actual experience; income distributions from the fund may be HARTFORD SMART529 OVERVIEW View Your Accounts Here. 888-823-4348. SMART529 is offered by the West Virginia Prepaid Tuition and College Savings Program Board of Trustees and is 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 HARTFORD GLOBAL REAL ASSET FUND Home > Funds > Hartford Global Real Asset Fund. 9.91 NAV (as of 5/28/2021) +0.01 (+0.10%) NAV Change. World Allocation Morningstar Category. Real Return Funds Lipper Classification. Fact Sheet. 6 LESSONS NETFLIX CAN TEACH US ABOUT INTERNATIONAL INVESTING As of 12/31/20. Cyclical includes energy, industrials, materials, financials, real estate, and consumer discretionary sectors. Regions are represented by the following indices: US (MSCI USA), Europe (MSCI Europe), Japan (MSCI Japan), Emerging Markets (MSCI Emerging Markets), For illustrative purposes only. CLIMATE 101: WHAT ARE TRANSITION RISKS? Physical risks refer to the manifestations of a changing climate that may be acute, such as hurricanes, floods, or wildfires, or chronic, such as water scarcity, sea-level rise, extreme heat, or worsening air quality. Transition risks are every bit as important to understand and may be just as costly to companies and investors over time. 8,000 DAYS OF RETIREMENT With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so muchcould happen.
10 THINGS YOU SHOULD KNOW ABOUT BITCOIN Crypto What? – Cryptocurrency is a new type of digital currency that's an alternative to the US dollar and other traditional currencies. Bitcoin was created in 2009 and is the largest and oldest cryptocurrency. Mystery Man – Bitcoin was the brainchild of Satoshi Nakamoto, a psuedonym used by the author of a white paper written in2008.
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Nataliya Kofman is an equity portfolio manager and a member of the Quality Equity Team. She manages global equity assets on behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. She also provides research to her team on the health care, industrialfinancial-advisors
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* Hartford Core Equity Fund (HGIIX) Overall, 4 stars, 3-Year, 4 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 1205, 1205, 1066 and 809 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 1205 Products | Large Blend Category 7/31/2019 * Hartford MidCap Fund (HFMIX) Overall, 4 stars, 3-Year, 3 stars, 5-Year, 3 stars, and 10-Year, 4 stars, rated against 539, 539, 484 and 367 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 539 Products | Mid-Cap Growth Category 7/31/2019 * Hartford Schroders US MidCap Opportunities Fund(SMDIX)
Overall, 4 stars, 3-Year, 3 stars, 5-Year, 5 stars, and 10-Year, 3 stars, rated against 362, 362, 312 and 228 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 362 Products | Mid-Cap Blend Category 7/31/2019 * Hartford Schroders US Small Cap Opportunities Fund(SCUIX)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 5 stars, and 10-Year, 4 stars, rated against 633, 633, 516 and 375 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 633 Products | Small Blend Category 7/31/2019 * Hartford Growth Opportunities Fund(HGOIX)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 1235, 1235, 1100 and 812 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 1235 Products | Large Growth Category 7/31/2019 * Hartford Equity Income Fund (HQIIX) Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 1103, 1103, 956 and 696 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 1103 Products | Large Value Category 7/31/2019 * Hartford Dividend and Growth Fund(HDGIX)
Overall, 4 stars, 3-Year, 5 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 1103, 1103, 956 and 696 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 1103 Products | Large Value Category 7/31/2019 * Hartford Small Cap Value Fund (HSEIX) Overall, 4 stars, 3-Year, 4 stars, 5-Year, 3 stars, and 10-Year, 4 stars, rated against 379, 379, 337 and 226 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 379 Products | Small Value Category 7/31/2019 * Hartford Multifactor US Equity ETF Overall, 4 stars and 3-Year, 4 stars, rated against 1103 and 1103 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 1103 Products | Large Value Category 7/31/2019VIEW ALL FUNDS >>
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------------------------- INTERNATIONAL GLOBAL EQUITY * Hartford Schroders International Multi-Cap Value Fund(SIDNX)
Overall, 4 stars, 3-Year, 3 stars, 5-Year, 4 stars, and 10-Year, 5 stars, rated against 297, 297, 238 and 161 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 297 Products | Foreign Large Value Category 7/31/2019 * Hartford International Opportunities Fund(IHOIX)
Overall, 4 stars, 3-Year, 2 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 611, 611, 488 and 362 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 611 Products | Foreign Large Blend Category 7/31/2019 * Hartford Schroders International Stock Fund(SCIEX)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 611, 611, 488 and 362 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 611 Products | Foreign Large Blend Category 7/31/2019 * Hartford Healthcare Fund (HGHIX) Overall, 4 stars, 3-Year, 3 stars, 5-Year, 3 stars, and 10-Year, 4 stars, rated against 135, 135, 122 and 98 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 135 Products | Health Category 7/31/2019 * Hartford Multifactor Developed Markets (ex-US) ETF Overall, 4 stars and 3-Year, 4 stars, rated against 611 and 611 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 611 Products | Foreign Large Blend Category 7/31/2019*
VIEW ALL FUNDS >>
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-------------------------EMERGING MARKETS
* Hartford Schroders Emerging Markets Equity Fund(SEMNX)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 3 stars, rated against 712, 712, 560 and 240 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 712 Products | Diversified Emerging Mkts Category 7/31/2019 * Hartford Emerging Markets Local Debt Fund(HLDIX)
Overall, 4 stars, 3-Year, 4 stars, and 5-Year, 4 stars, rated against 67, 67 and 60 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 67 Products | Emerging-Markets Local-Currency Bond Category 7/31/2019VIEW ALL FUNDS >>
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-------------------------TAXABLE BOND
* Hartford World Bond Fund (HWDIX) Overall, 5 stars, 3-Year, 4 stars, and 5-Year, 5 stars, rated against 192, 192 and 181 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 192 Products | World Bond Category * Hartford Short Duration Fund (HSDIX) Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 478, 478, 421 and 269 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 478 Products | Short-Term Bond Category * Hartford Strategic Income Fund (HSNIX) Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 303, 303, 240 and 134 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 303 Products | Multisector Bond Category * Hartford Floating Rate Fund (HFLIX) Overall, 4 stars, 3-Year, 4 stars, 5-Year, 3 stars, and 10-Year, 4 stars, rated against 219, 219, 197 and 81 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 219 Products | Bank Loan Category * Hartford Floating Rate High Income Fund(HFHIX)
Overall, 4 stars, 3-Year, 5 stars, and 5-Year, 3 stars, rated against 219, 219 and 197 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 219 Products | Bank Loan Category * Hartford High Yield Fund (HAHIX) Overall, 4 stars, 3-Year, 3 stars, 5-Year, 3 stars, and 10-Year, 4 stars, rated against 610, 610, 524 and 337 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 610 Products | High Yield Bond CategoryVIEW ALL FUNDS >>
VIEW ALL ETFS >>
-------------------------TAX-ADVANTAGED BOND
* Hartford Municipal Opportunities Fund(HHMIX)
Overall, 5 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 5 stars, rated against 242, 242, 217 and 150 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 242 Products | Muni National Interm Category 7/31/2019 * Hartford Schroders Tax-Aware Bond Fund(STWTX)
Overall, 4 stars, 3-Year, 3 stars, and 5-Year, 4 stars, rated against 242, 242 and 217 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 242 Products | Muni National Interm Category 7/31/2019 * Hartford Municipal Income Fund (HMKIX) Overall, 4 stars and 3-Year, 4 stars, rated against 242 and 242 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 242 Products | Muni National Interm Category 7/31/2019 * Hartford Municipal Short Duration Fund(HMJIX)
Overall, 4 stars and 3-Year, 4 stars, rated against 179 and 179 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 179 Products | Muni National Short Category 7/31/2019*
*
VIEW ALL FUNDS >>
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-------------------------MULTI-STRATEGY
* Hartford Balanced Income Fund (HBLIX) Overall, 5 stars, 3-Year, 5 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 492, 492, 398 and 265 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 492 Products | Allocation--30% to 50% Equity Category 7/31/2019 * Hartford Global All-Asset Fund (HLAIX) Overall, 4 stars, 3-Year, 4 stars, and 5-Year, 4 stars, rated against 395, 395 and 315 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 395 Products | World Allocation Category 7/31/2019 * Hartford Checks and Balances Fund(HCKIX)
Overall, 4 stars, 3-Year, 5 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 679, 679, 595 and 431 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other
share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance. ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 679 Products | Allocation--50% to 70% Equity Category 7/31/2019VIEW ALL FUNDS >>
VIEW ALL ETFS >>
Customize your My Funds watch list to track performance for the funds that interest you. Sign in OR Register* Share Class I
* Share Class A
* Share Class C
* Share Class I
* Share Class R3
* Share Class R4
* Share Class R5
* Share Class R6
* Share Class Y
* Share Class HLS IA * Share Class HLS IB * Share Class HLS IC* Share Class SDR
* Share Class F
as of 8/07/2019
Fund
NAV
CHG(%)
YTD(%)
HARTFORD SCHRODERS INTERNATIONAL MULTI-CAP VALUE FUNDPerformance (%)
(as of 7/31/2019) (as of 6/30/2019)Quarter-end *
Month-end *
YTD
1YR
3YR
5YR
10YR
SI
Hartford Schroders International Multi-Cap Value I 7.81 -7.63 4.121.07 6.31 4.25
Benchmark1 12.23 -2.27 7.20 2.12 5.42 --- Morningstar Foreign Large Value Category 8.12 -6.89 4.59 0.46 4.34---
Hartford Schroders International Multi-Cap Value I 11.02 -1.63 6.951.47 7.59 4.52
Benchmark1 13.60 1.29 9.39 2.16 6.54 --- Morningstar Foreign Large Value Category 10.66 -2.09 6.82 0.43 5.53---
OPERATING EXPENSES
Gross: 0.86
Expenses as shown in the Fund's most recent prospectus. Gross expenses do not reflect contractual fee waivers or expense reimbursement arrangements. Net expenses reflect such arrangements only with respect to Class Y. These arrangements remain in effect until 2/29/20 unless the Fund's Board of Directors approves an earlier termination. 1 MSCI AC (ALL COUNTRY) WORLD EX USA INDEX is a broad-based, unmanaged, market capitalization weighted, total return index that measures the performance of both developed and emerging stock markets, excluding the U.S. MSCI index performance is shown net of dividend withholding tax. Indices are unmanaged and not available for directinvestment.
Hartford Schroders International Multi-Cap Value8.36
-0.12
3.36
HARTFORD INTERNATIONAL OPPORTUNITIES FUNDPerformance (%)
(as of 7/31/2019) (as of 6/30/2019)Quarter-end *
Month-end *
YTD
1YR
3YR
5YR
10YR
SI
Hartford International Opportunities I 16.46 -4.21 5.78 3.11 6.255.24
Benchmark1 12.23 -2.27 7.20 2.12 5.42 --- Morningstar Foreign Large Blend Category 11.55 -4.04 5.94 2.07 5.28---
Hartford International Opportunities I 18.60 -0.11 7.76 2.72 7.585.35
Benchmark1 13.60 1.29 9.39 2.16 6.54 --- Morningstar Foreign Large Blend Category 13.52 -0.09 8.06 1.93 6.43---
OPERATING EXPENSES
Gross: 0.80
Expenses as shown in the Fund's most recent prospectus. Gross expenses do not reflect contractual fee waivers or expense reimbursement arrangements. Net expenses reflect such arrangements only with respect to Class Y. These arrangements remain in effect until 2/29/20 unless the Fund's Board of Directors approves an earlier termination. 1 MSCI AC (ALL COUNTRY) WORLD EX USA INDEX is a broad-based, unmanaged, market capitalization weighted, total return index that measures the performance of both developed and emerging stock markets, excluding the U.S. MSCI index performance is shown net of dividend withholding tax. Indices are unmanaged and not available for directinvestment.
Hartford International Opportunities14.89
0.47
13.49
HARTFORD SCHRODERS INTERNATIONAL STOCK FUNDPerformance (%)
(as of 7/31/2019) (as of 6/30/2019)Quarter-end *
Month-end *
YTD
1YR
3YR
5YR
10YR
SI
Hartford Schroders International Stock I 12.82 -2.10 7.96 3.51 6.437.33
Benchmark1 12.23 -2.27 7.20 2.12 5.42 --- Morningstar Foreign Large Blend Category 11.55 -4.04 5.94 2.07 5.28---
Hartford Schroders International Stock I 14.50 2.50 10.13 3.53 7.637.39
Benchmark1 13.60 1.29 9.39 2.16 6.54 --- Morningstar Foreign Large Blend Category 13.52 -0.09 8.06 1.93 6.43---
OPERATING EXPENSES
Gross: 0.85
Expenses as shown in the Fund's most recent prospectus. Gross expenses do not reflect contractual expense reimbursement arrangements. Net expenses reflect such arrangements in instances when they reduce gross expenses. These arrangements remain in effect until 2/29/20 unless the Fund's Board of Directors approves an earlier termination. 1 MSCI AC (ALL COUNTRY) WORLD EX USA INDEX is a broad-based, unmanaged, market capitalization weighted, total return index that measures the performance of both developed and emerging stock markets, excluding the U.S. MSCI index performance is shown net of dividend withholding tax. Indices are unmanaged and not available for directinvestment.
Hartford Schroders International Stock11.72
0.77
9.64
HARTFORD SCHRODERS TAX-AWARE BOND FUNDPerformance (%)
(as of 7/31/2019) (as of 6/30/2019)Quarter-end *
Month-end *
YTD
1YR
3YR
5YR
10YR
SI
Hartford Schroders Tax-Aware Bond I 6.36 7.57 2.66 3.92 --- 5.03 Benchmark1 5.94 7.31 2.80 3.77 --- --- Morningstar Muni National Intermediate Category 5.55 6.39 2.28 2.91--- ---
Hartford Schroders Tax-Aware Bond I 5.89 7.30 2.48 3.97 --- 5.03 Benchmark1 5.09 6.71 2.55 3.64 --- --- Morningstar Muni National Intermediate Category 4.77 5.87 2.02 2.79--- ---
OPERATING EXPENSES
Gross: 0.62
Expenses as shown in the Fund's most recent prospectus. Gross expenses do not reflect contractual expense reimbursement arrangements. Net expenses reflect such arrangements in instances when they reduce gross expenses. These arrangements remain in effect until 2/29/20 unless the Fund's Board of Directors approves an earlier termination. 1 BLOOMBERG BARCLAYS MUNICIPAL BOND INDEX is an unmanaged index that is considered representative of the broad market for investment grade, tax-exempt bonds with a maturity of at least one year. Indices are unmanaged and not available for direct investment. Hartford Schroders Tax-Aware Bond11.38
0.18
7.2
HARTFORD TOTAL RETURN BOND FUNDPerformance (%)
(as of 7/31/2019) (as of 6/30/2019)Quarter-end *
Month-end *
YTD
1YR
3YR
5YR
10YR
SI
Hartford Total Return Bond I 7.40 7.82 2.99 3.15 4.32 5.06 Benchmark1 6.35 8.08 2.17 3.05 3.75 --- Morningstar Intermediate Core-Plus Bond Category 6.68 7.45 2.70 2.984.55 ---
Hartford Total Return Bond I 7.01 7.84 3.24 3.03 4.58 5.06 Benchmark1 6.11 7.87 2.31 2.95 3.90 --- Morningstar Intermediate Core-Plus Bond Category 6.38 7.39 2.94 2.864.82 ---
OPERATING EXPENSES
Gross: 0.46
Expenses as shown in the Fund's most recent prospectus. Gross expenses do not reflect expense reimbursement arrangements. Net expenses reflect such arrangements only with respect to Class F. These arrangements remain in effect until 2/29/20 unless the Fund's Board of Directors approves an earlier termination. 1 BLOOMBERG BARCLAYS U.S. AGGREGATE BOND INDEX is composed of securities from the Bloomberg Barclays Government/Credit Bond Index, Mortgage-Backed Securities Index, Asset-Backed Securities Index, and Commercial Mortgage-Backed Securities Index. Indices are unmanaged and not available for direct investment. Hartford Total Return Bond10.61
0.19
8.79
HARTFORD MUNICIPAL OPPORTUNITIES FUNDPerformance (%)
(as of 7/31/2019) (as of 6/30/2019)Quarter-end *
Month-end *
YTD
1YR
3YR
5YR
10YR
SI
Hartford Municipal Opportunities I 6.07 7.09 2.86 3.92 5.71 3.21 Benchmark1 5.22 6.62 2.51 3.15 3.82 --- Morningstar Muni National Intermediate Category 5.55 6.39 2.28 2.913.63 ---
Hartford Municipal Opportunities I 5.35 6.75 2.67 3.81 5.78 3.17 Benchmark1 4.40 6.13 2.29 3.03 3.92 --- Morningstar Muni National Intermediate Category 4.77 5.87 2.02 2.793.72 ---
OPERATING EXPENSES
Gross: 0.46
Expenses as shown in the Fund's most recent prospectus. Gross expenses do not reflect contractual expense reimbursement arrangements. Net expenses reflect such arrangements in instances when they reduce gross expenses. These arrangements remain in effect until 2/29/20 unless the Fund's Board of Directors approves an earlier termination. 1 BLOOMBERG BARCLAYS MUNICIPAL BOND 1-15 YEAR BLEND (1-17) INDEX is a sub-index of the Bloomberg Barclays Municipal Bond Index. It is a rules-based market value-weighted index of bonds with maturities of one year to 17 years engineered for the tax-exempt bond market. Indices are unmanaged and not available for direct investment. Hartford Municipal Opportunities8.94
0.34
7.2
HARTFORD BALANCED INCOME FUNDPerformance (%)
(as of 7/31/2019) (as of 6/30/2019)Quarter-end *
Month-end *
YTD
1YR
3YR
5YR
10YR
SI
Hartford Balanced Income I 13.19 8.06 6.88 6.57 9.44 7.33 Benchmark1 13.70 8.23 6.57 6.14 9.11 --- Morningstar Allocation--30% to 50% Equity Category 10.34 4.16 4.853.70 5.81 ---
Hartford Balanced Income I 12.65 10.61 7.35 6.17 10.12 7.34 Benchmark1 12.91 9.97 7.08 5.81 9.68 --- Morningstar Allocation--30% to 50% Equity Category 9.88 5.14 5.383.38 6.22 ---
OPERATING EXPENSES
Gross: 0.65
Expenses as shown in the Fund's most recent prospectus. Gross expenses do not reflect contractual fee waivers or expense reimbursement arrangements. Net expenses reflect such arrangements only with respect to Class Y. These arrangements remain in effect until 2/29/20 unless the Fund's Board of Directors approves an earlier termination. 1 The Blended Index consists of 45% Russell 1000 Value Index, 44% Bloomberg Barclays Corporate Index, 5.5% JP Morgan Emerging Markets Bond Index Plus, and 5.5% Bloomberg Barclays U.S. Corporate High-Yield Bond 2% Issuer Cap Index. Indices are unmanaged and not available fordirect investment.
Hartford Balanced Income14.4
0.07
12.57
HARTFORD FLOATING RATE HIGH INCOME FUNDPerformance (%)
(as of 7/31/2019) (as of 6/30/2019)Quarter-end *
Month-end *
YTD
1YR
3YR
5YR
10YR
SI
Hartford Floating Rate High Income I 6.67 3.63 5.54 3.50 --- 5.34 Benchmark1 6.59 4.03 5.02 3.85 --- --- Morningstar Bank Loan Category 5.73 3.17 4.16 3.05 --- --- Hartford Floating Rate High Income I 5.80 3.79 5.84 3.27 --- 5.28 Benchmark1 5.71 3.95 5.23 3.67 --- --- Morningstar Bank Loan Category 5.01 3.17 4.40 2.88 --- ---OPERATING EXPENSES
Gross: 0.87
Expenses as shown in the Fund's most recent prospectus. Gross expenses do not reflect contractual expense reimbursement arrangements. Net expenses reflect such arrangements in instances when they reduce gross expenses. These arrangements remain in effect until 2/29/20 unless the Fund's Board of Directors approves an earlier termination. 1 S&P/LSTA LEVERAGED LOAN INDEX is a market-value-weighted index that is designed to measure the performance of the U.S. leverage loan market based upon market weightings, spreads and interest payments. Indices are unmanaged and not available for direct investment. Hartford Floating Rate High Income9.7
-0.1
6.33
HARTFORD CORE EQUITY FUNDPerformance (%)
(as of 7/31/2019) (as of 6/30/2019)Quarter-end *
Month-end *
YTD
1YR
3YR
5YR
10YR
SI
Hartford Core Equity I 22.03 10.88 13.76 12.70 14.54 7.04 Benchmark1 20.24 7.99 13.36 11.34 14.03 --- Morningstar Large Blend Category 18.93 5.93 11.77 9.05 11.99 --- Hartford Core Equity I 19.72 13.39 14.09 11.90 15.03 6.97 Benchmark1 18.54 10.42 14.19 10.71 14.70 --- Morningstar Large Blend Category 17.23 8.10 12.58 8.36 12.65 ---OPERATING EXPENSES
Gross: 0.47
Expenses as shown in the Fund's most recent prospectus. Gross expenses do not reflect contractual fee waivers or expense reimbursement arrangements. Net expenses reflect such arrangements only with respect to Class Y. These arrangements remain in effect until 2/29/20 unless the Fund's Board of Directors approves an earlier termination. 1 S&P 500 INDEX is a market capitalization-weighted price index composed of 500 widely held common stocks. Indices are unmanaged and not available for direct investment. Hartford Core Equity31.73
0.06
18.09
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PERFORMANCE DATA QUOTED REPRESENTS PAST PERFORMANCE AND DOES NOT GUARANTEE FUTURE RESULTS. THE INVESTMENT RETURN AND PRINCIPAL VALUE OF THE INVESTMENT WILL FLUCTUATE SO THAT AN INVESTORS' SHARES, WHEN REDEEMED, MAY BE WORTH MORE OR LESS THAN THEIR ORIGINAL COST. CURRENT PERFORMANCE MAY BE LOWER OR HIGHER THAN THE PERFORMANCE DATA QUOTED. Customize your My Funds watch list to track performance for the fundsthat interest you.
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PERFORMANCE DATA QUOTED REPRESENTS PAST PERFORMANCE AND DOES NOT GUARANTEE FUTURE RESULTS. THE INVESTMENT RETURN AND PRINCIPAL VALUE OF THE INVESTMENT WILL FLUCTUATE SO THAT AN INVESTORS' SHARES, WHEN REDEEMED, MAY BE WORTH MORE OR LESS THAN THEIR ORIGINAL COST. CURRENT PERFORMANCE MAY BE LOWER OR HIGHER THAN THE PERFORMANCE DATA QUOTED.MARKET PERSPECTIVES
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PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. For more information on a Fund's performance history, please click on the Fund name above. Source: Hartford Funds and Morningstar. *ETFs are not mutual funds. Unlike traditional open-ended mutual funds, ETF shares are bought and sold in the secondary market through a stockbroker. ETFs trade on major stock exchanges and their prices will fluctuate throughout the day. Both ETFs and mutual funds are subject to risk and volatility.211343 LAT001388
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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 suitable 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
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* Sales Charges Information Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA /SIPC . Exchange-traded products are distributed by ALPS Distributors, Inc. (ALPS). Advisory services are provided by Hartford Funds Management Company, LLC (HFMC) and its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP 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. © Copyright 2019 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value Onload Advanced Overlay open registrationOverlay open loginoverlay Onload Overlay Reset your password Role Selection RECOMMENDED READING FOR YOU*
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