The performance at NAV does not reflect the impact of sales charges. If sales charges were reflected the performance shown would have been lower.
Class C shares have no up-front sales charge and do have a 1% Contingent Deferred Sales Charge for 12 months.
The following share classes do not assess a sales charge: F, I, R3, R4, R5, R6, Y, SDR, IA, IB, and IC.
R shares are institutional shares and are only available through employer-sponsored retirement plans. R shares do not have front-end or deferred sales charges. However, distribution and other charges may apply.
View Sales Charges information or see a prospectus for more information.
Effective after the close of business on 10/25/24, the Hartford AARP Balanced Retirement Fund was reorganized into The Hartford Conservative Allocation Fund.
Effective 09/30/24, the Hartford Strategic Income ETF (formerly known as the Hartford Sustainable Income ETF) changed its name, objective and principal investment strategy as well as reduced the Fund’s management fee rate. Returns prior to 09/30/24 reflect the performance of the Fund’s prior objective and principal investment strategy.
Effective 3/1/24, the Hartford Low Duration High Income Fund (formerly known as the Hartford Floating Rate High Income Fund) changed its name, objective, principal investment strategy, portfolio managers and benchmark as well as reduced the Fund’s contractual management fee. Returns prior to 3/1/24 reflect the performance of the Fund’s prior objective and principal investment strategy.
Effective 2/12/24, the Hartford AAA CLO ETF (formerly known as the Hartford Short Duration ETF) changed its name, objective, principal investment strategy, portfolio managers and benchmark as well as reduced the Fund's management fee rate. Retruns prior to 2/12/24 reflect the performance of the Fund's prior objective and principal investment strategy.
Effective February 28, 2023, Hartford Schroders Securitized Income Fund was liquidated.
Effective 5/2/22, the Hartford Real Asset Fund (formerly known as The Hartford Global Real Asset Fund) changed its name.
Effective 4/30/21, the Hartford Sustainable Municipal Bond Fund (formerly known as the Hartford Municipal Income Fund) changed its name, objective and principal investment strategy. Returns prior to 4/30/21 reflect the Fund’s performance when it pursued a different objective and principal investment strategy. Please see the Fund’s prospectus for additional information.
Effective as of the close of business on 4/15/21, the Hartford Schroders Emerging Markets Equity Fund was closed to new investors, except as disclosed in the prospectus.
Effective 11/8/19, the Hartford Climate Opportunities 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. Returns prior to 11/8/19 reflect the performance of the Fund's prior strategy. Please see the Fund's prospectus for additional information.
Effective 7/10/19, the Hartford AARP Balanced Retirement Fund (formerly known as the Hartford Multi-Asset Income Fund) changed its name, objective, principal investment strategy, portfolio managers, and benchmark.
Effective 5/1/19, the Hartford Schroders US MidCap Opportunities Fund (formerly known as the Hartford Schroders US Small/Mid Cap Opportunities Fund) changed its name, principal investment strategy and benchmark. Returns prior to 5/1/19 reflect the performance of the Fund's prior strategy. Please see the Fund's prospectus for additional information.
Effective 5/1/19, the Hartford Multi-Asset Income and Growth Fund (formerly known as the Hartford Balanced Fund) changed its name, objective, principal investment strategy and benchmark. Returns prior to 5/1/19 reflect the performance of the Fund's prior strategy. Please see the Fund's prospectus for additional information.
Effective as of the close of business on 4/1/19, Class Y of the Funds is closed to new retirement plans, except as disclosed in the prospectus.
Effective as of the close of business on 3/29/19, Class C of the Hartford Total Return Bond Fund closed to new investors, except as disclosed in the prospectus.
Prior to the opening of business on 11/15/21, the Schroder Core Bond Fund (“Predecessor Fund”) was reorganized into the Hartford Schroders Sustainable Core Bond Fund, a new Hartford Fund with similar objective and strategies as the Predecessor Fund. As a result, all data prior to 11/15/21 is that of the Predecessor Fund. If fees and expenses were reflected, performance would have differed. Please see the Fund’s detail page for additional Predecessor Fund performance information.
On 10/24/16, certain Schroder Funds ("Predecessor Funds") were reorganized into the Hartford Schroders Funds, that have substantially the same objectives and strategies as their corresponding Predecessor Fund. Performance prior to 10/24/16 reflects performance of the corresponding Predecessor Fund. If fees and expenses were reflected, performance would have differed. Please see the Fund’s detail page for additional Predecessor Fund performance information.
Effective 12/31/17, the HLS funds are closed to certain qualified pension and retirement plans. For more information, please refer to the Fund’s prospectus.
Hartford Multifactor International Small Company ETF, Hartford US Value ETF, Hartford US Quality Growth ETF, and Hartford Schroders Diversified Growth Fund are new and have limited operating histories.
1 Please see each Fund's Fund Detail Page for important information about the Fund's inception date.
2 For ETFs: Expenses are the total annual fund operating expenses as shown in the most recent prospectus. For all other funds: Please see each fund's individual fund detail page for important information about applicable contractual fee waivers and/or expense reimbursements.
Funds indicated as closed are closed to new investors. Please see the Fund's prospectus for additional information.
ETF shares are bought and sold at market price, not net asset value (NAV). Total returns are calculated using the daily 4:00 p.m. Eastern Time NAV. Market price returns reflect the midpoint of the bid/ask spread as of the close of trading on the exchange where Fund shares are listed. Market price returns do not represent the returns an investor would receive if they traded shares at other times. Brokerage commissions apply and will reduce returns.
There is no assurance the Fund will achieve its stated objective.
Transactions in ETF shares will result in brokerage commissions and will generate tax consequences. All regulated investment companies are obliged to distribute portfolio gains to shareholders.
