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.
Hartford Global Impact Fund Class F HGXFX
- NAV / 1-Day Return 18.84 / +0.11 %
- Total Assets 354.8M
-
Adj. Expense Ratio
0.690%
- Expense Ratio 0.690%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Global Small/Mid Stock
- Investment Style Mid Blend
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.66%
- Turnover 44%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:15 AM GMT+0
Morningstar’s Analysis HGXFX
Will HGXFX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the HGXFX 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 HGXFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 23.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
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Chroma Ate Inc | 2.38 | 8M | Technology |
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MediaTek Inc | 2.20 | 7M | Technology |
Popular Inc | 2.19 | 7M | Financial Services |
Schneider Electric SE | 2.18 | 7M | Industrials |
United States