Mutual Funds - Latest Summary ( 24 Funds, 212 Classes )


Hartford Equity Income Fund

NA > NA

HQIFX rank - 39 of 359

The fund seeks a high level of current income and capital appreciation by investing in mega-and large-size companies in 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 tea

YTD
10.21%
2023
-0.9%

Hartford Dividend & Growth Fund

NA > NA

HDGFX rank - 245 of 359

The fund seeks a high level of current income and capital appreciation by investing in mega-and large-size companies in 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 tea

YTD
12.62%
2023
11.84%

Hartford SmallCap Growth Fund

Small-Cap > Growth

HSLAX rank - 0 of 425

The fund seeks capital appreciation in the long term by investing in small-size companies in 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

YTD
11.51%
2023
13.48%

Hartford Small Company Fund

Small-Cap > Growth

HSCYX rank - 290 of 425

The fund seeks capital appreciation by investing in small-size companies in 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 companies that ex

YTD
11.74%
2023
16.35%

Hartford Schroders US Small Cap Opportunities Fund

Small-Cap > Core

HOOCX rank - 336 of 433

The fund seeks capital appreciation by investing in small-size companies in 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 that offer the poten

YTD
6.76%
2023
7.42%

Hartford Healthcare Fund

NA > NA

HGHAX rank - 23 of 32

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 secu

YTD
7.52%
2023
3.79%

Hartford Global Impact Fund

Mid-Cap > Core

HGXAX rank - 8 of 23

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 secu

YTD
9.99%
2023
12.05%

Hartford Climate Opportunities Fund

Multi-Cap > Core

HEOMX rank - 97 of 220

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

The fund prefers a multi-manager investing approach with the aim of reducing volatility and downside risk.

The fund manages assets with the help of two sub-advisers namely Wellington Management Company LLP, and Schroder Investment Management North America

YTD
9.98%
2023
10.61%

The fund seeks capital appreciation 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.

The fund’s sub-sub-adviser is Schroder Investment

YTD
12.31%
2023
7.18%

Hartford Emerging Markets Equity Fund

NA > NA

HERAX rank - 144 of 446

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 focuses on secu

YTD
17.09%
2023
12.16%

Hartford Schroders International Stock Fund

Large-Cap > Core

SCVEX rank - 72 of 111

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 focuses on non-

YTD
11.19%
2023
15.55%

Hartford Schroders International Multi-Cap Value Fund

Multi-Cap > Value

SIDVX rank - 43 of 97

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 focuses on non-

YTD
7.9%
2023
10.32%

Hartford International Value Fund

Multi-Cap > Value

HILAX rank - 18 of 97

The fund seeks total return 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 focuses on securities o

YTD
7.57%
2023
16.59%

Hartford International Opportunities Fund

Large-Cap > Core

IHOAX rank - 64 of 111

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 focuses on secu

YTD
10.97%
2023
10.01%

Hartford International Growth Fund

Multi-Cap > Growth

HNCAX rank - 181 of 221

The fund seeks capital appreciation 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 focuses on securities, including

YTD
7.78%
2023
17.91%

Hartford International Equity Fund

Large-Cap > Core

HDVAX rank - 44 of 111

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.

According to the investment team, inves

YTD
7.79%
2023
12.56%

Hartford Growth Opportunities Fund

Multi-Cap > Growth

HGOCX rank - 279 of 315

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

The sub-adviser’s investment process is designed to highlight companies in the benchmark index that demonstrate long-term growth potential.

In selecting securities for the portfolio, the research team utilizes fundamental analysis to identify companies with accelerating

YTD
422.78%
2023
39.49%

Hartford Capital Appreciation Fund

Multi-Cap > Core

ITHAX rank - 192 of 313

The fund seeks capital appreciation by investing in companies across any size in 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.

The strategy employs a multiple portfolio manager structure,

YTD
17.38%
2023
18.32%

Hartford Small Cap Value Fund

Small-Cap > Value

HSEIX rank - 242 of 340

The fund seeks long-term capital appreciation by investing in small-size companies in the U.S.

The sub-adviser’s investment process is designed to identify companies in the benchmark index that are trading at attractive valuation to their peers and history.

Next, the investment team with the help of quantitative and qualitative research narrows the investable list to i

YTD
9.43%
2023
13.19%

Hartford Quality Value Fund

Large-Cap > Value

HVOAX rank - 193 of 377

The fund seeks capital appreciation in the long term by investing in mega and large-size companies in the United States.

The sub-adviser’s investment process highlights companies that it believes are undervalued market leaders, and industries with improving supply/demand trends.

The process also focuses on companies that may be out of favor with less downside risk.

YTD
-100%
2023
-1.89%

Hartford Core Equity Fund

Large-Cap > Core

HAIAX rank - 267 of 527

The fund seeks capital appreciation by investing in large-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team uses a proprietary screening tool to identify investable opportunities.

The fundamental research focuses on companies with sustainable competitive advantages, key

YTD
21.27%
2023
17.76%

Hartford MidCap Value Fund

Mid-Cap > Value

HMVAX rank - 148 of 223

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The sub advisor’s investment process starts with companies in the benchmark index. The research team looks for underpriced companies in the marketplace that are out of favor with investors.

The research team then with the help of qualitative analysis reviews ma

YTD
11.15%
2023
7.96%

Hartford MidCap Fund

Mid-Cap > Growth

HFMCX rank - 88 of 326

The fund seeks capital return by investing in mid-size companies in the United States.

The sub advisor’s investment process starts with companies in the benchmark index. The research team then narrows down the list of companies using quantitative research and fundamental analysis to a list of companies that meet earnings, growth, and return on investment hurdles.

Next, the research team using qualitative analysis identifies companies with leadership position within an industry and highlights strong management team.

The fund favors companies with high quality, market leadership and earnings durability.

YTD
3.96%
2023
11.63%

Hartford Schroders US Small-Mid Cap Opportunities Fund

Mid-Cap > Core

HFDCX rank - 113 of 282

The fund seeks capital appreciation by investing in mid-size companies in the United States.

The sub-adviser’s investment process highlights companies with the potential for capital growth included in its benchmark. The research team with the help of financial screens and quantitative processes identifies companies with proven business models, strong management teams, and attrac

YTD
12.39%
2023
10.03%
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