Morningstar

Hartford Global Impact Fund Class A HGXAX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 19.89  /  −0.75 %
  • Total Assets 369.0M
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.20%
  • Turnover 44%

USD | NAV as of Aug 11, 2026 | 1-Day Return as of Aug 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis HGXAX

Will HGXAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HGXAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HGXAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HGXAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Wellington Management to Acquire Hartford Funds

null Bridget B Hughes

Bridget B Hughes

Analyst Note

Wellington Management announced it will acquire Hartford Funds, expected to close in 2027’s first quarter, internalizing roughly USD 130 billion of the USD 1.35 trillion manager’s assets that it has long subadvised for the fund family (which holds USD 160 billion total). Hartford Funds will be rebranded as Wellington.

by Bridget B Hughes
Published on

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Portfolio Holdings HGXAX

More HGXAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Globe Life Inc

3.01 11M
Financial Services

F5 Inc

2.68 10M
Technology

Flex Ltd

2.59 9M
Technology

Covista Inc

2.57 9M
Consumer Defensive

Infineon Technologies AG

2.57 9M
Technology

Laureate Education Inc Shs

2.55 9M
Consumer Defensive

MediaTek Inc

2.32 8M
Technology

American Water Works Co Inc

2.14 8M
Utilities

Hiscox Ltd

2.10 8M
Financial Services

Popular Inc

2.05 8M
Financial Services

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