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 R6 HGXVX
- NAV / 1-Day Return 18.83 / −0.26 %
- Total Assets 355.4M
-
Adj. Expense Ratio
0.690%
- Expense Ratio 0.690%
- Distribution Fee Level Low
- Share Class Type Retirement, Large
- Category Global Small/Mid Stock
- Investment Style Mid Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.65%
- Turnover 44%
USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0
Morningstar’s Analysis HGXVX
Will HGXVX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 24.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Flex Ltd | 2.85 | 10M | Technology |
Globe Life Inc | 2.76 | 10M | Financial Services |
Infineon Technologies AG | 2.70 | 10M | Technology |
F5 Inc | 2.66 | 10M | Technology |
Covista Inc | 2.48 | 9M | Consumer Defensive |
MediaTek Inc | 2.47 | 9M | Technology |
Laureate Education Inc Shs | 2.37 | 9M | Consumer Defensive |
Chroma Ate Inc | 2.09 | 8M | Technology |
Hiscox Ltd | 2.04 | 7M | Financial Services |
Popular Inc | 2.03 | 7M | Financial Services |