• Hartford Global Impact Fund

Hartford Mutual Funds

  • Global
  • Mid-Cap
  • Core

Hartford Global Impact Fund

HGXYX

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in securities of issuers located throughout the world, including non-dollar securities and securities of emerging market issuers.

The team focuses on securities of issuers that meet its impact investing criteria.

According to the team, companies that focus their operations in areas More

Price

Last Close

$12.82 ( -0.3 )

52 Week HL

$17.7 - $12.43

Net Assets

$184 M

Expense Ratio

0.79 %

Sector Allocation

May 31, 2021

Top 10 Holdings

May 31, 2021

Company Name

  • Agilent Technologies,
  • Danaher Corp.
  • Schneider Electric
  • Signify N.V.
  • Koninklijke Philips

Holding

  • 2.64
  • 2.53
  • 2.38
  • 2.37
  • 2.18

Company Name

  • Koninklijke DSM
  • Nuance Communications,
  • Trane Technologies
  • Trane Technologies
  • Boston Scientific
  • Total

Holding

  • 2.10
  • 2.06
  • 2.06
  • 2.03
  • 2.01
  • 22.36%

Manager

Name

Tara C. Stilwell

Leadership

Single Manager

Tenure

2003

Advisor

Wellington Management Company LLP

Documents

Prospectus

Annual Reports

Website

Link

Performance

YTD

-15 %

3 Year

28.13%

5 Year

52.74%

Best

30.62%
2020

Worst

-15.02%
2022

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -8.3% 0.6% -22.7% 12.1% 1.1% - - - - - -
Q2 -7.4% 8.9% 22.1% 3.9% 0.1% 5.5% - - - - -
Q3 - 5.7% 15.5% 2% 1.8% 6.4% - - - - -
Q4 - -0.8% 19.8% 6.5% -10.9% 7.6% - - - - -

Returns +
Monthly

J F M A M J J A S O N D
2022 -12% 3.8% 0.5% -9.3% 2.2% - - - - - - -
2021 0.3% 0.4% -0.1% 5.5% 1.4% 1.8% 1.1% 3.4% 1.1% -3.3% -2.6% -1.3%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
HGXYX -15%8%31%28%-10%------
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -15%-21%15%-1%-4%------

HGXYX S&P 500

Chart +