Performance
Notes
DYNAMIC
BOND FUND
The Fund
will compare its
performance to the Bloomberg US Aggregate Bond Index.
SUSTAINABLE
MUNICIPAL BOND FUND
Effective
April 30, 2021, the Fund changed its name, investment objective, and principal
investment strategy. Performance prior to April 30, 2021, reflects the Fund’s
performance while it pursued its prior investment objective and was managed in
accordance with its prior investment strategy.
Indices:
The indices
are unmanaged, and their results include reinvested dividends and/or
distributions, but do not reflect the effect of sales charges, commissions,
expenses or taxes.
The Bloomberg
US Aggregate Bond Index is composed of securities that cover the US investment
grade fixed rate bond market, with index components for government and corporate
securities, mortgage pass-through securities, and asset-backed
securities.
The Bloomberg
US Corporate High Yield Bond Index is a market value-weighted index that tracks
the total return performance of non-investment grade, fixed-rate, publicly
placed, dollar-denominated and nonconvertible debt registered with the
SEC.
The Bloomberg
US TIPS Index represents securities that protect against adverse inflation and
provide a minimum level of real return. To be included in this index, bonds must
have cash flows linked to an inflation index, be sovereign issues denominated in
US currency, and have more than one year to maturity.
The Bloomberg
US TIPS 1-10 Year Index represents US Treasury inflation-protected securities
having a maturity of at least 1 year and less than 10 years.
The Bloomberg
Municipal Bond Index is designed to cover the USD-denominated long-term tax
exempt bond market.
The Bloomberg
Municipal Bond 1-15 Year Blend (1-17) Index is a sub-index of the Bloomberg
Municipal Bond Index. It is a rules-based market value-weighted index of bonds
with maturities of 1 year to 17 years engineered for the tax-exempt bond
market.
The Bloomberg
Municipal Bond Short 1-5 Year Index measures the performance of municipal bonds
with time to maturity of more than one year and less than five
years.
The Bloomberg 1-3 Year US
Government/Credit Index is comprised of the US Government/Credit component of
the Bloomberg US Aggregate Bond Index. The 1-3 Year Government/Credit Index
includes securities in the 1-3 year maturity range in the Government/Credit
Index.
The FTSE World Government
Bond Index is designed to measure the performance of fixed-rate, local currency,
investment grade sovereign bonds.
The JP Morgan
GBI Emerging Markets Global Diversified Index is a comprehensive global local
emerging markets index that consists of regularly traded, liquid fixed-rate,
domestic-currency government bonds to which international investors can gain
exposure.
The Morningstar LSTA US
Leveraged Loan Index (formerly, S&P/LSTA Leveraged Loan Index) is a market
value-weighted index that is designed to measure the performance of the US
leveraged loan market based upon market weightings, spreads and interest
payments.
Additional
Information Regarding Bloomberg Index(es). “Bloomberg®”
and the above referenced Bloomberg index(es) are service marks of Bloomberg
Finance L.P. and its affiliates, including Bloomberg Index Services Limited
(“BISL”), the administrator of the index (collectively, “Bloomberg”), and have
been licensed for use for certain purposes by Hartford Funds Management Company,
LLC.
The
Funds are not sponsored, endorsed, sold or promoted by Bloomberg. Bloomberg does
not make any representation or warranty, express or implied, to the owners of or
counterparties to the Funds or any member of the public regarding the
advisability of investing in securities generally or in the Funds particularly.
The only relationship of Bloomberg to HFMC is the licensing of certain
trademarks, trade names and service marks and of the above referenced Bloomberg
index(es), which is determined, composed and calculated by BISL without regard
to HFMC or the Funds. Bloomberg has no obligation to take the needs of HFMC or
the owners of the Funds into consideration in determining, composing or
calculating the above referenced