Hartford Global Impact C (HGXCX)
13.04
-0.03 (-0.23%)
USD |
Aug 05 2022
Returns Chart
Key Stats
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| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.94% | 173.64M | 0.00% | 37.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| 85.55M | -19.90% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks long-term capital appreciation. The fund seeks to achieve its objective by investing in equity securities of issuers located throughout the world, including non-dollar securities and securities of emerging market issuers. It may also invest in depositary receipts or other securities that are convertible into securities of foreign issuers and could, at times hold a portion of its assets in cash. Under normal circumstances, the fund will invest at least 40% of its net assets in foreign securities or derivative instruments or other investments with exposure to foreign securities of at least three different countries outside the United States. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | HGXVX |
| Equity Style | Mid Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | International Equity |
| Broad Category | Equity |
| Category Name | Global Small/Mid Stock |
| Category Index | MSCI ACWI SMID NR USD |
| Prospectus Objective | World Stock |
| Fund Owner Firm Name | Hartford Mutual Funds |
| Prospectus Benchmark Index | |
| MSCI ACWI NR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^MSACXUSNTR | 100.0% |
| Manager Tenure | |
| Tara Stilwell | 2.76 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category Low
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Category High
1 Year
% Rank:
22
85.55M
-959.76M
Category Low
4.180B
Category High
3 Months
% Rank:
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Category High
3 Years
% Rank:
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6 Months
% Rank:
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Category Low
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5 Years
% Rank:
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Category Low
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YTD
% Rank:
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10 Years
% Rank:
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Category Low
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As of July 31, 2022
Performance Versus Category
As of August 05, 2022. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of August 05, 2022.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Boston Scientific Corp | 3.04% | 40.94 | -0.70% |
| Danaher Corp | 2.99% | 290.00 | 0.36% |
| Brookfield Renewable Partners LP | 2.64% | 39.25 | 1.11% |
| Sun Communities Inc | 2.57% | 162.17 | -0.25% |
| Agilent Technologies Inc | 2.51% | 133.61 | -0.12% |
| GoDaddy Inc Class A | 2.29% | 78.93 | 1.86% |
| Westinghouse Air Brake Technologies Corp | 2.28% | 95.12 | 3.12% |
|
Acciona SA
|
2.27% | -- | -- |
| Popular Inc | 2.25% | 76.13 | 0.16% |
| Globe Life Inc | 2.11% | 97.88 | 0.16% |
Basic Info
| Investment Strategy | |
| The investment seeks long-term capital appreciation. The fund seeks to achieve its objective by investing in equity securities of issuers located throughout the world, including non-dollar securities and securities of emerging market issuers. It may also invest in depositary receipts or other securities that are convertible into securities of foreign issuers and could, at times hold a portion of its assets in cash. Under normal circumstances, the fund will invest at least 40% of its net assets in foreign securities or derivative instruments or other investments with exposure to foreign securities of at least three different countries outside the United States. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | HGXVX |
| Equity Style | Mid Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | International Equity |
| Broad Category | Equity |
| Category Name | Global Small/Mid Stock |
| Category Index | MSCI ACWI SMID NR USD |
| Prospectus Objective | World Stock |
| Fund Owner Firm Name | Hartford Mutual Funds |
| Prospectus Benchmark Index | |
| MSCI ACWI NR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^MSACXUSNTR | 100.0% |
| Manager Tenure | |
| Tara Stilwell | 2.76 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (8-5-22) | 0.00% |
| 30-Day SEC Yield (6-30-22) | Upgrade |
| 7-Day SEC Yield | -- |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 18.70 |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
As of June 30, 2022
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 2/28/2017 |
| Last Annual Report Date | 10/31/2021 |
| Last Prospectus Date | 3/1/2022 |
| Share Classes | |
| HGXAX | A |
| HGXFX | Other |
| HGXIX | Inst |
| HGXRX | Retirement |
| HGXSX | Retirement |
| HGXTX | Retirement |
| HGXVX | Retirement |
| HGXYX | Inst |
| Attributes | |
| Enhanced Index Fund | No |
| Index Fund | No |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| Socially Responsible Fund |
|