Broker Check

Hartford Funds



Select Share Class as needed

Past Performance is No Guarantee for Future Results

Notes (Jan-24) : Conservative, Moderate, and Moderate-Aggressive Models Updated 

Class A shares at the appropriate sales charge will be the default share class for new purchases including auto-invest plans. C-Class Shares are available as an alternative. Ask your Rep to help determine  which is best for you. After 9-30-09, exchanges between B-share funds are still allowed, just no new purchases. Hartford SMART529 college savings plan in NOT affected by this change.   ***You can not exchange B shares for A shares; keep this in mind when reallocating. Ask your Nelson Rep for assistance.***

Bench: Global Real Asset Fund, International Value (reopens 10-19-20)

Returns Source: Morningstar/The Hartford Mutual Funds, Not All Returns Reflect Maximum Sales Charge. Class A shares have a Maximum Offering Purchase Charge of 5.50% for stock funds and 4.50% for fixed income funds (Hartford Floating Rate - 3.00% MOP, Short Duration - 2.00% MOP). See prospectus/ summary prospectus for additional details.   ++Reflects Maximum Sales Charge **Small-Cap Growth Fund and Small Company can be substituted for allocation purposes; however, Small-Cap Growth Closed to New Investors March 2015 but will reopen to new investors 10-19-20.

Performance data current to the most recent month ended can be obtained by calling the toll-free number above or at

Investor Note:  Mutual fund investment strategies, which include investing in specific sectors, foreign securities (both developed and developing markets), high yield securities, or small- and medium-sized securities may increase the risk and volatility of the funds. Changes in interest rates may affect the performance of fixed income (bond) funds. The value of bonds has an inverse relationship with changes in interest rates; if rates increase, bond values decrease and vice versa. Investors should consider the investment objectives, risks, and charges and expenses of the mutual fund carefully before investing.

The prospectus/summary prospectus contains this and other information. A prospectus/summary prospectus can be obtained by calling your Nelson Rep at 800-345-7593 or the toll-free number listed above.