Hartford International Growth Fund Q2 2024 Commentary
NOT FDIC INSURED • MAY LOSE VALUE • NO BANK GUARANTEE
Performance (%) | |||||||||
Average Annual Total Returns |
Expenses 1 |
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Class | QTD | YTD | 1 Year | 3 Year | 5 Year | 10 Year | SI | Gross | Net |
A | -1.11 | 7.03 | 8.74 | -4.56 | 4.68 | 4.34 | 4.36 | 1.34% | 1.30% |
A with 5.5% Max Sales Charge | – | – | 2.76 | -6.34 | 3.5 | 3.75 | 4.11 | – | – |
F | -1.06 | 7.22 | 9.23 | -4.14 | 5.12 | 4.76 | 4.67 | 0.89% | 0.85% |
I | -1.06 | 7.23 | 9.1 | -4.26 | 5 | 4.67 | 4.63 | 1.00% | 0.98% |
R3 | -1.21 | 6.88 | 8.49 | -4.82 | 4.39 | 4.06 | 4.28 | 1.61% | 1.57% |
R4 | -1.13 | 7.05 | 8.74 | -4.54 | 4.69 | 4.38 | 4.53 | 1.31% | 1.27% |
R5 | -1.07 | 7.17 | 9.07 | -4.26 | 5.01 | 4.69 | 4.77 | 0.97% | 0.97% |
R6 | -1.06 | 7.26 | 9.17 | -4.14 | 5.13 | 4.8 | 4.85 | 0.89% | 0.85% |
Y | -1.06 | 7.22 | 9.1 | -4.25 | 5.02 | 4.73 | 4.82 | 1.00% | 0.95% |
MSCI ACWI ex USA Growth Index | 0.72 | 6.67 | 9.88 | -2.62 | 5.48 | 4.74 | – | – | – |
Morningstar Category | -0.26 | 6.38 | 9.87 | -2.28 | 6.16 | 5.36 | – | – | – |
Lipper Peer Group | 0.11 | 7.13 | 10.31 | -1.11 | 6.64 | 5.09 | – | – | – |
Morningstar® Category Foreign Large Growth Lipper Peer Group International Large-Cap Growth
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. For more current performance information to the most recent month ended, please visit Home.
Share Class Inception: A, Y – 4/30/01; F – 2/28/17; I – 8/31/06; R3, R4, R5 – 12/22/06; R6 – 2/28/18. Performance shown prior to the inception of a class reflects performance and operating expenses of another class(es) (excluding sales charges, if applicable). Had fees and expenses of a class been reflected for the periods prior to the inception of that class, performance would be different. Since inception (SI) performance is from 4/30/01. Performance and expenses for other share classes will vary. Additional information is in the prospectus. Only Class A assesses a sales charge.
MSCI ACWI ex USA Growth Index is a free-float adjusted market-cap weighted index designed to capture large- and mid-cap securities that exhibit overall growth style characteristics across developed and emerging market countries, excluding the U.S. MSCI index performance is shown net of dividend withholding tax. Indices are unmanaged and not available for direct investment.
1 Expenses as shown in the Fund’s most recent prospectus. Gross expenses do not reflect contractual expense reimbursement arrangements. Net expenses reflect such arrangements in instances when they reduce gross expenses. These arrangements remain in effect until 2/28/25 unless the Fund’s Board of Directors approves an earlier termination. Without these arrangements, performance would have been lower.
Important Risks: Investing involves risk, including the possible loss of principal. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies. • Foreign investments may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political, economic and regulatory developments. These risks may be greater, and include additional risks, for investments in emerging markets or if the Fund focuses in a particular geographic region or country. • Mid-cap securities can have greater risks and volatility than large-cap securities. • Different investment styles may go in and out of favor, which may cause the Fund to underperform the broader stock market. • To the extent the Fund focuses on one or more sectors, the Fund may be subject to increased volatility and risk of loss if adverse developments occur. • Because the Fund may hold a limited number of securities, the Fund is subject to a greater risk of loss if any of those securities decline in price.
Investors should carefully consider a fund’s investment objectives, risks, charges and expenses. This and other important information is contained in a fund’s full prospectus and summary prospectus, which can be obtained by visiting Home. Please read it carefully before investing.
Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any of such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling, computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the MSCI data is permitted without MSCI’s express written consent.
Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA. Advisory services are provided by Hartford Funds Management Company, LLC (HFMC). Certain funds are sub-advised by Wellington Management Company LLP. HFMC and Wellington Management are SEC registered investment advisers. HFD and HFMC are not affiliated with any sub-adviser.