About HGXTX
The Hartford Global Impact Fund Class R5 is a mutual fund focused on sustainable and impact investing, targeting long-term capital appreciation. The fund invests primarily in equity securities of companies that aim to create measurable positive outcomes for people and the planet, such as improving health, advancing resource efficiency, and supporting financial inclusion. The portfolio is globally diversified, with exposure to both developed and emerging markets, and typically holds around 60 to 70 companies spanning various sectors including health care, industrials, information technology, and financials. Environmental, social, and governance (ESG) factors are central to the fund’s selection process, as it seeks companies on paths of positive social or environmental change. The fund is sub-advised by Wellington, leveraging their expertise and collaborative approach in global equity investment management. As part of its thematic investment approach, the fund focuses on sectors like education, sustainable agriculture, clean water, alternative energy, and more, aiming to balance financial return with positive societal impact.
Fund Family Hartford Mutual Funds
Category World Small/Mid Stock
Stock Exchange NASDAQ
Ticker Symbol HGXTX
Share Class Class R5
Index MSCI AC World NR USD
HGXTX had a total return of 11.33% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.64%.
