Hartford Global Impact Fund Class Y
HGXYX
NASDAQ- -
USD
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Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- HARTFORD MUTUAL FUNDS INC/CT MD United States of America
- IPO Date
- Feb 28, 2017
- CIK
- 0001006415
- Website
- hartfordfunds.com
- Similar Companies
- Business
- Hartford Global Impact Fund Class Y (HGXYX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in global small- and mid-cap equities aligned with positive social and environmental impact themes; it focuses on companies driving measurable benefits for people and the planet across sectors such as industrials, healthcare, technology, financial services, and consumer defensive. The fund employs a sustainable investment strategy, targeting firms on paths toward impactful change in areas like clean technology, health innovation, and resource efficiency, with a diversified portfolio featuring approximately 66 holdings, 97% in equities (64% U.S. stocks, 34% non-U.S. stocks), and top positions including Beazley PLC, Globe Life Inc., Laureate Education Inc., Xylem Inc., and Autodesk Inc. Sub-advised by Wellington Management Company LLP, which provides collaborative research across asset classes, the fund maintains a mid-cap growth style, active share of 97%, and net expense ratio of 0.79%, with a minimum initial investment of $250,000 for Class Y shares. Launched on February 28, 2017, and domiciled in the United States, the fund operates within the Global Small/Mid Stock category and is available for sale in the U.S. It is managed by Hartford Funds Management Company, LLC (HFMC), part of Hartford Funds—a subsidiary of The Hartford Financial Services Group, Inc.—with Hartford Funds headquartered in Wayne, Pennsylvania, and founded in 1996. Current portfolio managers include Tara Stilwell (since September 27, 2019) and Jason Goins (lead manager since March 1, 2022), leveraging Wellington's extensive analyst resources amid prior team transitions. In recent developments, the fund has continued its impact-focused evolution under Wellington's sub-advisory, with portfolio adjustments reflected in its Q3 2025 commentary noting underperformance versus the MSCI ACWI Index amid market volatility. Hartford Funds, the fund's distributor, launched its first options overlay ETF (Hartford Equity Momentum Income ETF, HEMI) on December 17, 2025, in partnership with Wellington Management, signaling expanded outcome-oriented strategies while maintaining core mutual fund offerings like HGXYX. No major acquisitions, funding rounds, or structural changes specific to the fund were reported in 2024-2025, though Hartford Funds issued its Annual Impact Report highlighting qualitative assessments of holdings' contributions.