Share Class Information:
Class A shares with sales charges performance reflects the maximum 5.5% sales charge for all Funds that offer Class A shares other than the following Funds: Class A shares of Hartford Dynamic Bond, Hartford Emerging Markets Local Debt, Hartford High Yield, Hartford Inflation Plus, Hartford Municipal Opportunities, Hartford Municipal Short Duration, Hartford Strategic Income, Hartford Sustainable Municipal Bond, Hartford Total Return Bond, Hartford World Bond, Hartford Schroders Emerging Markets Multi-Sector Bond and Hartford Schroders Tax-Aware Bond reflect a maximum 4.5% sales charge; Class A shares of Hartford Floating Rate and Hartford Low Duration High Income reflect a maximum 3.0% sales charge; and Class A shares of Hartford Short Duration reflect a maximum 2.0% sales charge.
Class C shares have no up-front sales charge and do have a 1% Contingent Deferred Sales Charge for 12 months.
The performance at NAV does not reflect the impact of sales charges. If sales charges were reflected the performance shown would have been lower.
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.
Class Y of the Funds is closed to new retirement plans, except as disclosed in the prospectus.
View Sales Charges information or see a prospectus for more information.
ETF 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.
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.
Recent Fund Update Information:
Effective on 8/8/25, the Hartford Schroders Diversified Emerging Markets Fund was liquidated.
Effective on 7/18/25, the Hartford Schroders China A Fund was liquidated.
Effective on 6/30/25, the Hartford Schroders Commodity Strategy ETF was liquidated.
Effective on 6/30/25, the Hartford Multifactor International Small Company ETF was liquidated.
Effective on 6/30/25, the Hartford Multifactor Diversified International ETF was liquidated.
Effective on 6/30/25, the Hartford Longevity Economy ETF was liquidated.
Effective 5/1/25, the Hartford Moderately Aggressive Allocation Fund (formerly, The Hartford Growth Allocation Fund) changed its name.
Effective 5/1/25, the Hartford Schroders Diversified Opportunities Fund (formerly, Hartford Schroders Diversified Growth Fund) changed its name.
Effective on 4/11/25, the Hartford Schroders Sustainable International Core Fund was liquidated.
Effective after the close of business on 10/25/24, the Balanced Retirement Fund, a series of The Hartford Mutual Funds, Inc., 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. Returns prior to 2/12/24 reflect the performance of the Fund's prior objective and principal investment strategy.
Hartford Dynamic Bond ETF is new and has a limited operating history.
