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Performance data shown represents past performance and does not guarantee future results. The investment return and the value of the investment will fluctuate so that an investor’s units, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance data shown. For more current performance information to the most recent month-ended, please call (866) 574-3542 or see below.
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Returns:
AT NAV
WITH SALES CHARGE
MONTH END
QUARTER END
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Average Annual Total Return % (as of ) |
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| TYPE | PORTFOLIO NAME | SHARE CLASS | YTD (as of ) |
1 YR | 3 YR | 5 YR | 10YR | INCEPT1 | TOTAL ANNUAL ASSET BASED FEES % |
Effective October 20, 2022, iShares Russell 1000 Large-Cap Index Fund was removed as an Underlying Fund from each of the applicable Age-Based and Static Portfolios. Hartford Multifactor US Equity ETF, Hartford Multifactor Developed Markets (ex-US) ETF, The Hartford International Growth Fund, and Schwab® S&P 500 Index Fund were added as Underlying Funds to all Age-Based and Static Portfolios, other than The Hartford SMART529 Checks & Balances Portfolio. In addition to the aforementioned Underlying Fund updates, there were also changes in the amount of allocations to certain other Underlying Funds in the Age-Based Portfolios and Static Portfolios, effective October 20, 2022.
Effective September 13, 2019, the Hartford Global All Asset 529 Portfolio was merged into the SMART529 Balanced Portfolio.
Effective April 3, 2017, performance information reflects a maximum sales charge of 2.50% for all investment options. The maximum sales charges were higher prior to April 3, 2017. Therefore, if you purchased units of any of the investment options prior to April 3, 2017, performance will be lower than that shown above.
Investments in SMART529 are subject to various fees, which will then reduce the value of your account as they are incurred. Please see the Offering Statement for specific details.
Performance numbers do not include the annual maintenance fees. The annual maintenance fee is waived for account values of $25,000 or more, if enrolled in an Automatic Investment Program or for West Virginia residents.
"At NAV" and YTD performance do not reflect the impact of sales charges. If sales charges were included the performance would have been lower.
1 Effective September 15, 2017, The Hartford SMART529 expanded from five Age-Based Portfolios to nine Age-Based Portfolios. Five out of the nine Age-Based Portfolios continued the performance history of the prior wider predecessor Age-Based Portfolios as follows: (1) Age-Based Portfolio 4-6 continued the performance of predecessor Age-Based Portfolio 0-8. (2) Age-Based Portfolio 10-11 continued the performance of predecessor Age-Based Portfolio 9-13. (3) There was no change in the Age-Based Portfolio 14-15, other than underlying fund allocations. (4) Age-Based Portfolio 16 continued the performance of predecessor Age-Based Portfolio 16-17. (5) There was no change in the Age-Based Portfolio 18+, other than underlying fund allocations. The following four Age-Based Portfolios commenced their performance track record on September 15, 2017: (1) Age-Based Portfolio 0-3; (2) Age-Based Portfolio 7-9; (3) Age-Based Portfolio 12-13; and (4) Age-Based Portfolio 17. Performance information through September 15, 2017 represents (1) the predecessor Age-Based Portfolios and prior underlying fund allocations for the Age-Based Portfolios; and (2) the prior underlying fund allocations for the Static Portfolios and may not be indicative of future results.
Performance information may reflect historical or current expense waivers or reimbursements of the underlying fund(s), without which, performance would have been lower. For more information on fee waivers and/or expense reimbursements, please see the expenses table in the prospectus.
SMART529 is a college savings plan offered by the Board of Trustees of the West Virginia College and Jumpstart Savings Programs and 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 College and Jumpstart Savings Programs, the West Virginia State Treasurer's Office, HFMC, The Hartford Financial Services Group, Inc., the investment sub-advisors for the Underlying Funds or any depository institution and are subject to investment risks, including the loss of the principal amount invested, and may not be appropriate for all investors.
The Hartford SMART529 is available to all investors. West Virginia (WV) provides certain tax advantages to WV taxpayers that invest in The Hartford SMART529. Before investing, an investor should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s 529 plan.
This information is written in connection with the promotion or marketing of the matter(s) addressed in this material. The information cannot be used or relied upon for the purpose of avoiding IRS penalties. These materials are not intended to provide tax, accounting or legal advice. As with all matters of a tax or legal nature, your clients should consult their own tax or legal counsel for advice.
Investors should carefully consider the investment objectives, risks and charges and expenses of SMART529 and its Underlying Funds before investing. This and other information can be found in the Offering Statement for SMART529 and the prospectuses or other disclosure documents for the Underlying Funds. Please read them carefully before investing or sending money. For a copy of the Board of Trustees of the West Virginia College and Jumpstart Savings Programs privacy policy, please click here. SMART529 college savings plans are distributed by Hartford Funds Distributors, LLC. Member SIPC
"The Hartford" is a registered trademark of Hartford Fire Insurance Company.
"SMART529" is a registered trademark of the Board of Trustees of the West Virginia College and Jumpstart Savings Programs.
"The Hartford" is The Hartford Financial Services Group, Inc. and its subsidiaries.
3623606
| as of | ||||||
|---|---|---|---|---|---|---|
| TYPE | PORTFOLIO NAME | SHARE CLASS | PRICE($) | CHANGE($) | CHANGE(%) | YTD(%) |
Effective September 13, 2019, the Hartford Global All Asset 529 Portfolio was merged into the SMART529 Balanced Portfolio.
Effective April 3, 2017, performance information reflects a maximum sales charge of 2.50% for all investment options. The maximum sales charges were higher prior to April 3, 2017. Therefore, if you purchased units of any of the investment options prior to April 3, 2017, performance will be lower than that shown above.
Investments in SMART529 are subject to various fees, which will then reduce the value of your account as they are incurred. Please see the Offering Statement for specific details.
Performance numbers do not include the annual maintenance fees. The annual maintenance fee is waived for account values of $25,000 or more, if enrolled in an Automatic Investment Program or for West Virginia residents.
"At NAV" and YTD performance do not reflect the impact of sales charges. If sales charges were included the performance would have been lower.
1 Effective September 15, 2017, The Hartford SMART529 expanded from five Age-Based Portfolios to nine Age-Based Portfolios. Five out of the nine Age-Based Portfolios have continued the performance history of the prior wider predecessor Age-Based Portfolio as follows: (1) Age-Based Portfolio 4-6 will continue the performance of predecessor Age-Based Portfolio 0-8. (2) Age-Based Portfolio 10-11 will continue the performance of predecessor Age-Based Portfolio 9-13. (3) There was no change in the Age-Based Portfolio 14-15, other than underlying fund allocations. (4) Age-Based Portfolio 16 will continue the performance of predecessor Age-Based Portfolio 16-17. (5) There was no change in the Age-Based Portfolio 18+, other than underlying fund allocations. The following four Age-Based Portfolios commenced their performance track record on September 15, 2017: (1) Age-Based Portfolio 0-3; (2) Age-Based Portfolio 7-9; (3) Age-Based Portfolio 12-13; and (4) Age-Based Portfolio 17. Performance information through September 15, 2017 represents (1) the predecessor Age-Based Portfolios and prior underlying fund allocations for the Age-Based Portfolios; and (2) the prior underlying fund allocations for the Static Portfolios and may not be indicative of future results.
Performance information may reflect historical or current expense waivers or reimbursements of the underlying fund(s), without which, performance would have been lower. For more information on fee waivers and/or expense reimbursements, please see the expenses table in the prospectus.
SMART529 is a college savings plan offered by the Board of Trustees of the West Virginia College and Jumpstart Savings Programs and 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 College and Jumpstart Savings Programs, the West Virginia State Treasurer's Office, HFMC, The Hartford Financial Services Group, Inc., the investment sub-advisors for the Underlying Funds or any depository institution and are subject to investment risks, including the loss of the principal amount invested, and may not be appropriate for all investors.
The Hartford SMART529 is available to all investors. West Virginia (WV) provides certain tax advantages to WV taxpayers that invest in The Hartford SMART529. Before investing, an investor should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s 529 plan.
This information is written in connection with the promotion or marketing of the matter(s) addressed in this material. The information cannot be used or relied upon for the purpose of avoiding IRS penalties. These materials are not intended to provide tax, accounting or legal advice. As with all matters of a tax or legal nature, your clients should consult their own tax or legal counsel for advice.
Investors should carefully consider the investment objectives, risks and charges and expenses of SMART529 and its Underlying Funds before investing. This and other information can be found in the Offering Statement for SMART529 and the prospectuses or other disclosure documents for the Underlying Funds. Please read them carefully before investing or sending money. For a copy of the Board of Trustees of the West Virginia College and Jumpstart Savings Programs privacy policy, please click here. SMART529 college savings plans are distributed by Hartford Funds Distributors, LLC. Member SIPC
"The Hartford" is a registered trademark of Hartford Fire Insurance Company.
"SMART529" is a registered trademark of the Board of Trustees of the West Virginia College and Jumpstart Savings Programs.
"The Hartford" is The Hartford Financial Services Group, Inc. and its subsidiaries.
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