Hartford Funds, a leading global asset manager, today announced that its suite of exchange-traded funds has surpassed $5 billion in assets under management, reaching $5.3 billion as of October 31, 2024.

Year to date, as of October 31, 2024, Hartford Funds has seen inflows of more than $760 million into its actively managed fixed income ETFs, led by the Hartford Total Return Bond ETF (NYSE: HTRB) and the Hartford Schroders Tax-Aware Bond ETF (NYSE: HTAB). HTRB seeks to offer a diversified approach to bond investing, with a focus on investment grade bonds, through access to a range of fixed income sectors, while HTAB combines investment grade tax-exempt bonds with taxable fixed income investments while seeking total return on an after-tax basis.

“Growing our ETF business remains a strategic initiative amidst increasing investor interest, and this momentum speaks to the breadth and innovation across our product line-up,” said Brian Miller, Vice President and Head of ETF Platform at Hartford Funds. “We’re seeing strong demand – particularly for our fixed income strategies – as investor interest in the ETF vehicle increases and as they embrace the need for actively managed fixed income. It’s an exciting time in the industry.”

Hartford Funds has also bolstered its systematic ETF suite, with three new product launches in the last year, including the Hartford Multifactor International Small Company ETF (Cboe: ROIS), Hartford US Value ETF (Cboe: VMAX) and Hartford US Quality Growth ETF (Nasdaq: HQGO).

The firm’s suite of 19 ETFs includes actively managed fixed income, equity and commodity strategy products sub-advised by Wellington Management and Schroders as well as its systematic strategies managed by the Hartford Funds systematic investment team and sub-advised by Mellon Investment Corporation. Hartford Funds first entered into the ETF space in 2016 through the acquisition of Lattice Strategies LLC, which brought to the firm its initial systematic ETFs and a team of experienced ETF professionals.

To learn more about Hartford Funds, visit hartfordfunds.com.

Important Risks for Hartford Schroders Tax-Aware Bond ETF: Investing involves risk, including the possible loss of principal. The net asset value (NAV) of the Fund's shares may fluctuate due to changes in the market value of the Fund's holdings which may in-turn fluctuate due to market and economic conditions. The Fund's share price may fluctuate due to changes in the relative supply of and demand for the shares on an exchange. The Fund is actively managed and does not seek to replicate the performance of a specified index. ● Fixed income security risks include credit, liquidity, call, duration, and interest-rate risk. As interest rates rise, bond prices generally fall. ● The risks associated with mortgage-related and asset-backed securities include credit, interest-rate, prepayment, liquidity, default and extension risk. ● The purchase of securities in the To-Be-Announced (TBA) market can result in higher portfolio turnover and related expenses as well as price and counterparty risk. ● Obligations of U.S. Government agencies are supported by varying degrees of credit but are generally not backed by the full faith and credit of the U.S. Government. ● Municipal securities may be adversely impacted by state/local, political, economic, or market conditions; these risks may be magnified if the Fund focuses its assets in municipal securities of issuers in a few select states. Investors may be subject to the federal Alternative Minimum Tax as well as state and local income taxes. Capital gains, if any, are taxable. ● Derivatives are generally more volatile and sensitive to changes in market or economic conditions than other securities; their risks include currency, leverage, liquidity, index, pricing, regulatory, and counterparty risk. ● Foreign investments may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political, economic and regulatory developments. ● In certain instances, unlike other ETFs, the Fund may effect creations and redemptions partly or wholly for cash, rather than in-kind, which may make the Fund less tax-efficient and incur more fees than an ETF that primarily or wholly effects creations and redemptions in-kind. ● The Fund may have high portfolio turnover, which could increase its transaction costs and an investor’s tax liability. ● Financially material environmental, social and/or governance (ESG) characteristics are one of several factors that may be considered. The Fund may perform differently from funds that do not integrate ESG into their analysis.

Important Risks for Hartford Total Return Bond ETF: Investing involves risk, including the possible loss of principal. The net asset value (NAV) of the Fund's shares may fluctuate due to changes in the market value of the Fund's holdings which may in-turn fluctuate due to market and economic conditions. The Fund's share price may fluctuate due to changes in the relative supply of and demand for the shares on an exchange. The Fund is actively managed and does not seek to replicate the performance of a specified index. The Fund may allocate a portion of its assets to specialist portfolio managers, which may not work as intended. ● Fixed income security risks include credit, liquidity, call, duration, event, and interest-rate risk. As interest rates rise, bond prices generally fall. ● The risks associated with mortgage-related and asset-backed securities as well as collateralized loan obligations (CLOs) include credit, interest-rate, prepayment, liquidity, default and extension risk. ● The purchase of securities in the To-Be-Announced (TBA) market can result in higher portfolio turnover and related expenses as well as price and counterparty risk. ● Derivatives are generally more volatile and sensitive to changes in market or economic conditions than other securities; their risks include currency, leverage, liquidity, index, pricing, regulatory, and counterparty risk. ● Foreign investments may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political, economic and regulatory developments. These risks may be greater for investments in emerging markets. ● Investments in high-yield ("junk") bonds involve greater risk of price volatility, illiquidity, and default than higher-rated debt securities. ● Obligations of U.S. Government agencies are supported by varying degrees of credit but are generally not backed by the full faith and credit of the U.S. Government. ● Restricted securities may be more difficult to sell and price than other securities. ● The Fund may have high portfolio turnover, which could increase its transaction costs and an investor’s tax liability. ● In certain instances, unlike other ETFs, the Fund may effect creations and redemptions partly or wholly for cash, rather than in-kind, which may make the Fund less tax-efficient and incur more fees than an ETF that primarily or wholly effects creations and redemptions in-kind.

Diversification does not ensure a profit or protect against a loss in a declining market.

Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the fund's prospectus and summary prospectus, which can be obtained by visiting hartfordfunds.com. Please read it carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS.