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Objective
Seeks long-term capital appreciation.
Overview
A global equity fund that invests in companies whose core business, in the sub-adviser’s view, addresses some of the world’s major social and environmental challenges.
Portfolio Management
2
YRS
MANAGING THIS FUND
17
YRS
AT WELLINGTON MANAGEMENT
23
YRS
EXPERIENCE IN THIS INDUSTRY
5
YRS
MANAGING THIS FUND
16
YRS
AT WELLINGTON MANAGEMENT
30
YRS
EXPERIENCE IN THIS INDUSTRY
The portfolio managers are supported by the full resources of Wellington.
Performance
PERFORMANCE %
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's 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.
SI = Since Inception. Fund Inception: 02/28/2017
Hartford Global Impact Fund I Share Morningstar Ratings
overall
(as of 10/31/2024)
Overall, 4 stars, 3-Year, 4 stars, and 5-Year, 4 stars, rated against 140, 140 and 118 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.
©2024 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.
©2024 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.
140 PRODUCTS
|
Global Small/Mid Stock Category
Based on Risk-Adjusted Returns
3 YEAR
(as of 10/31/2024)
Overall, 4 stars, 3-Year, 4 stars, and 5-Year, 4 stars, rated against 140, 140 and 118 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.
©2024 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.
©2024 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.
140 PRODUCTS
|
Global Small/Mid Stock Category
Based on Risk-Adjusted Returns
5 YEAR
(as of 10/31/2024)
Overall, 4 stars, 3-Year, 4 stars, and 5-Year, 4 stars, rated against 140, 140 and 118 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.
©2024 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.
©2024 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.
118 PRODUCTS
|
Global Small/Mid Stock Category
Based on Risk-Adjusted Returns
Characteristics
FUND STATS
| # of Holdings | 63 |
|---|---|
| % in Equities | 97 |
| % in Foreign Equities | 35 |
| Beta (3 year) | 1.06 |
| R Squared (3 year) | 0.88 |
| Active Share | 97% |
| Dividend Frequency | Annually |
Regional Exposure (%)
Top Ten Holdings (%)
| Boston Scientific Corp. | 3.41 |
| Westinghouse Air Brake Technologies Corp. | 3.14 |
| Trane Technologies PLC | 2.98 |
| GoDaddy, Inc. | 2.85 |
| Xylem, Inc. | 2.64 |
| Hubbell, Inc. | 2.52 |
| Autodesk, Inc. | 2.37 |
| Adtalem Global Education, Inc. | 2.29 |
| Beazley PLC | 2.20 |
| Schneider Electric SE | 2.18 |
| Total Portfolio % | 26.58 |
Theme Exposure (%)Hover over to view values. Excludes companies that are aligned with more than one impact theme, if any.
Sector Exposure (%)
FUND |
BENCHMARK | UNDERWEIGHT / OVERWEIGHT | |||||
|---|---|---|---|---|---|---|---|
| 9/30/24 | 10/31/24 | 10/31/24 | -19 0 19 | ||||
| Industrials | 30 | 30 | 11 | ||||
| Health Care | 20 | 20 | 11 | ||||
| Real Estate | 3 | 3 | 2 | ||||
| Materials | 3 | 3 | 4 | ||||
| Consumer Staples | 3 | 4 | 6 | ||||
| Utilities | 1 | 0 | 3 | ||||
| Consumer Discretionary | 6 | 7 | 11 | ||||
| Energy | 0 | 0 | 4 | ||||
| Financials | 13 | 12 | 17 | ||||
| Communication Services | 3 | 3 | 8 | ||||
| Information Technology | 19 | 18 | 25 | ||||
Based on sub-adviser's classification of securities in the Fund's investment universe into social and environmental themes. Excludes cash. May not total to 100% due to rounding and certain unclassified securities.
Past distributions are not indicative of future distributions.
Insights
Fund Literature
09/30/2024 - PDF (210 KB)
This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and the current performance.
09/30/2024 - PDF (654 KB)
This Fund Story outlines three distinguishing characteristics to help investors better understand the Fund.
09/30/2024 - PDF (288 KB)
This flyer highlights how the Fund's all-cap global equity strategy can help further diversify sources of returns.
09/30/2024 - PDF (150 KB)
Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
09/30/2024 - PDF (302 KB)
Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
09/30/2024 - PDF (516 KB)
Each year Wellington Management quantifies the positive impacts the companies the Fund invests in are having on the world.
PDF (161 KB)
A summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.
09/30/2024 - PDF (1 MB)
This Pitchbook reviews the Fund's investment approach, investment team, investment process, and general portfolio parameters.
An unaudited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
PDF (13 KB)
A legal document that discloses essential information about a fund, including investment objectives, risks, fees, expenses, fund manager background and other information.
An audited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
Important Risks: Investing involves risk, including the possible loss of principal. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies. • Small- and mid-cap securities can have greater risks and volatility than large-cap securities. • 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, and include additional risks, for investments in emerging markets. • The Fund's impact investing focus may cause the Fund to forego certain investment opportunities and underperform funds that do not have a similar focus. • To the extent the Fund focuses on one or more sectors, the Fund may be subject to increased volatility and risk of loss if adverse developments occur.
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 with respect to any of such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling, computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the MSCI data is permitted without MSCI's express written consent.
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