Hartford Global Impact Fund Class C (HGXCX)
| Fund Assets | 365.58M |
| Expense Ratio | 1.94% |
| Min. Investment | $5,000 |
| Turnover | 44.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 18.37 |
| YTD Return | 11.98% |
| 1-Year Return | 11.02% |
| 5-Year Return | 12.38% |
| 52-Week Low | 15.52 |
| 52-Week High | 18.70 |
| Beta (5Y) | 0.93 |
| Holdings | 80 |
| Inception Date | Feb 28, 2017 |
About HGXCX
Hartford Global Impact Fund Class C is a mutual fund focused on impact investing within global equity markets. Designed to achieve long-term capital appreciation, the fund allocates assets to companies worldwide that are actively addressing critical social and environmental challenges. It invests primarily in equity securities, with a high proportion of its portfolio in publicly traded stocks and a notable allocation to foreign equities. The fund’s strategy prioritizes sectors and themes such as health, resource efficiency, safety and security, financial inclusion, education and job training, and clean water and sanitation, among others, aiming to drive measurable positive outcomes for people and the planet. Managed by a team at Wellington Management, the fund leverages in-depth research and collaboration across asset classes. The portfolio typically holds between 60 and 70 stocks across small-, mid-, and large-cap companies, with a diversified sector stance and active management. The Hartford Global Impact Fund Class C plays a significant role for investors seeking exposure to global companies generating positive societal and environmental impact while pursuing growth-oriented equity returns.
Performance
HGXCX had a total return of 11.02% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.84%.