Hartford Funds Mutual Funds
View all of Hartford Funds’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Hartford Funds Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
Share Class Type
1 to 25 of 42 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Hartford Balanced Income A | HBLAX | Moderately Conservative Allocation | 0.78% | 98 | 0.860% | Below Average | Front Load | $2,000 | ||
| Hartford Balanced Income F | HBLFX | Moderately Conservative Allocation | 0.64% | 97 | 0.540% | Below Average | Institutional | $1.0 Mil | ||
| Hartford Balanced Income I | HBLIX | Moderately Conservative Allocation | 0.84% | 97 | 0.620% | Below Average | Institutional | $2,000 | ||
| Hartford Balanced Income R5 | HBLTX | Moderately Conservative Allocation | 0.83% | 97 | 0.640% | Above Average | Retirement, Large | $0 | ||
| Hartford Balanced Income R6 | HBLVX | Moderately Conservative Allocation | 0.63% | 97 | 0.540% | Average | Retirement, Large | $0 | ||
| Hartford Balanced Income Y | HBLYX | Moderately Conservative Allocation | 0.81% | 98 | 0.640% | Average | Institutional | $250,000 | ||
| Hartford Climate Opportunities F | HEOFX | Global Large-Stock Blend | 7.96% | 57 | 0.690% | Low | Institutional | $1.0 Mil | ||
| Hartford Climate Opportunities R6 | HEOVX | Global Large-Stock Blend | 8.80% | 56 | 0.690% | Below Average | Retirement, Large | $0 | ||
| Hartford Dividend and Growth A | IHGIX | Large Value | 3.99% | 16 | 0.960% | Below Average | Front Load | $2,000 | ||
| Hartford Dividend and Growth F | HDGFX | Large Value | 3.97% | 16 | 0.630% | Below Average | Institutional | $1.0 Mil | ||
| Hartford Dividend and Growth HLS IA | HIADX | Large Value | 4.13% | 16 | 0.650% | Below Average | Institutional | $0 | ||
| Hartford Dividend and Growth HLS IB | HDGBX | Large Value | 4.03% | 17 | 0.900% | High | Institutional | $0 | ||
| Hartford Dividend and Growth I | HDGIX | Large Value | 4.08% | 16 | 0.720% | Average | Institutional | $2,000 | ||
| Hartford Dividend and Growth R3 | HDGRX | Large Value | 3.85% | 18 | 1.340% | Above Average | Retirement, Medium | $0 | ||
| Hartford Dividend and Growth R4 | HDGSX | Large Value | 3.96% | 17 | 1.040% | Below Average | Retirement, Medium | $0 | ||
| Hartford Dividend and Growth R5 | HDGTX | Large Value | 4.12% | 16 | 0.730% | Above Average | Retirement, Large | $0 | ||
| Hartford Dividend and Growth R6 | HDGVX | Large Value | 3.98% | 16 | 0.630% | Average | Retirement, Large | $0 | ||
| Hartford Dividend and Growth Y | HDGYX | Large Value | 4.09% | 16 | 0.680% | Average | Institutional | $250,000 | ||
| Hartford International Value R6 | HILUX | Foreign Large Value | 8.51% | 35 | 0.830% | Above Average | Retirement, Large | $0 | ||
| Hartford Schroders International Stk A | SCVEX | Foreign Large Blend | 12.60% | 9 | 1.060% | Below Average | Front Load | $2,000 | ||
| Hartford Schroders International Stk C | HSWCX | Foreign Large Blend | 11.66% | 11 | 1.810% | Below Average | Level Load | $2,000 | ||
| Hartford Schroders International Stk F | HSWFX | Foreign Large Blend | 12.21% | 7 | 0.700% | Below Average | Institutional | $1.0 Mil | ||
| Hartford Schroders International Stk I | SCIEX | Foreign Large Blend | 12.70% | 8 | 0.800% | Below Average | No Load | $2,000 | ||
| Hartford Schroders International Stk R3 | HSWRX | Foreign Large Blend | 11.85% | 10 | 1.410% | Above Average | Retirement, Medium | $0 | ||
| Hartford Schroders International Stk R4 | HSWSX | Foreign Large Blend | 11.95% | 9 | 1.120% | Below Average | Retirement, Medium | $0 |
Hartford Funds Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Morningstar Medalist Rating for Funds
The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.
Morningstar Rating™ for Funds
The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
Percentile Rank
Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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