- What does HGXYX invest in?
- The fund aims for substantial long-term capital appreciation. To achieve this, it invests in the equity securities of companies operating across the globe, specifically including those denominated in currencies other than the U.S. dollar and those from emerging economies. The portfolio may also incorporate instruments such as depositary receipts or other securities convertible into shares of non-U.S. entities. Additionally, the fund retains the flexibility to hold a portion of its assets in cash at times. A core investment principle dictates that, under normal circumstances, a minimum of 40% of its net assets will be dedicated to foreign securities, or derivative instruments and other investments providing international market exposure, originating from at least three distinct countries outside the United States.
- What is the expense ratio of HGXYX?
- Hartford Global Impact Fund Class Y (HGXYX) charges an expense ratio of 0.79%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is HGXYX?
- Hartford Global Impact Fund Class Y (HGXYX) is one share class of a fund that manages $343.6M across all of its share classes (HGXAX reports the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.
- Is HGXYX actively managed or an index fund?
- HGXYX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (HGXYX's is 0.79%) in exchange for the discretion to over- or under-weight positions.
- When was HGXYX launched?
- Hartford Global Impact Fund Class Y (HGXYX) launched in February 2017 and is managed by Hartford.
- How has HGXYX performed?
- HGXYX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
