# EDGAR Filing Document

**Accession Number:** 0001006415
**File Stem:** 0001193125-26-075205
**Filing Date:** 2026-2
**Character Count:** 27455
**Document Hash:** 06ba5e6fb4f6060c15938c004d233033
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-26-075205.hdr.sgml**: 20260226

**ACCESSION NUMBER**: 0001193125-26-075205

**CONFORMED SUBMISSION TYPE**: 497K

**PUBLIC DOCUMENT COUNT**: 3

**FILED AS OF DATE**: 20260226

**DATE AS OF CHANGE**: 20260226

**EFFECTIVENESS DATE**: 20260226

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** HARTFORD MUTUAL FUNDS, INC
- **CENTRAL INDEX KEY:** 0001006415

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** MD
- **FISCAL YEAR END:** 1031

**FILING VALUES:**
- **FORM TYPE:** 497K
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 333-02381
- **FILM NUMBER:** 26684613

**BUSINESS ADDRESS:**
- **STREET 1:** 690 LEE ROAD
- **CITY:** WAYNE
- **STATE:** PA
- **ZIP:** 19087
- **BUSINESS PHONE:** 610-386-4068

**MAIL ADDRESS:**
- **STREET 1:** 690 LEE ROAD
- **CITY:** WAYNE
- **STATE:** PA
- **ZIP:** 19087

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** HARTFORD MUTUAL FUNDS INC/CT
- **DATE OF NAME CHANGE:** 20190501

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Hartford Multi-Asset Income & Growth Fund
- **DATE OF NAME CHANGE:** 20190501

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** HARTFORD MUTUAL FUNDS INC/CT
- **DATE OF NAME CHANGE:** 19970613

## Series and Classes Contracts Data

### Hartford Sustainable Municipal Bond Fund (Series ID: S000049412)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000156246 | Class A      | HMKAX           |
| C000156247 | Class C      | HMKCX           |
| C000156248 | Class I      | HMKIX           |
| C000185771 | Class F      | HMKFX           |

![](g120412sumbluecov24.gif)

February 27, 2026

**Summary Prospectus**

**Hartford Sustainable Municipal Bond Fund** 

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| | | | |
|:---|:---|:---|:---|
| **Class A** | **Class C** | **Class I** | **Class F** |
| HMKAX | HMKCX | HMKIX | HMKFX |

---

Before you invest, you may want to review the Fund's prospectus, which contains more information about the Fund and its risks. You can find the Fund's prospectus, reports to shareholders, and other information about the Fund online at http://www.hartfordfunds.com/prospectuses.html. You can also get this information at no cost by calling 1-888-843-7824 or request a copy of the prospectus by sending an e-mail to orders@mysummaryprospectus.com. The Fund's prospectus and statement of additional information dated February 27, 2026, each as may be amended, supplemented or restated, are incorporated by reference into this summary prospectus. The Fund's statement of additional information may be obtained, free of charge, in the same manner as the Fund's prospectus.

**INVESTMENT OBJECTIVE.** The Fund seeks to provide current income that is generally exempt from federal income taxes, and long-term total return, through investments within a sustainability framework.

**YOUR EXPENSES.** The table below describes the fees and expenses that you may pay if you buy, hold and sell shares of the Fund. **You may pay other fees, such as brokerage commissions and other fees to financial intermediaries, which are not reflected in the table and example below.** Please contact your financial intermediary for more information regarding whether you may be required to pay a brokerage commission or other fees. You may qualify for sales charge discounts for Class A shares if you and your family invest, or agree to invest in the future, at least $50,000 in certain classes of Hartford mutual funds or in The Hartford<sup>®</sup> SMART529<sup>®</sup> College Savings Plan. More information about these and other discounts is available from your financial professional and in the "How Sales Charges Are Calculated" section beginning on page 158 of the Fund's statutory prospectus. Descriptions of any financial intermediary specific sales charge waivers and discounts are set forth in Appendix A to the statutory prospectus.

**Shareholder Fees** (fees paid directly from your investment):

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| | | | | |
|:---|:---|:---|:---|:---|
| Share Classes | A | C | I | F |
| Maximum sales charge (load) imposed on purchases (as a percentage of offering <br> price)<br>| 4.50% |  |  |  |
| Maximum deferred sales charge (load) (as a percentage of purchase price or <br> redemption proceeds, whichever is less)<br>| None<sup>(1)</sup> <br>| 1.00% |  |  |

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**Annual Fund Operating Expenses** (expenses that you pay each year as a percentage of the value of your investment):

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| | | | | |
|:---|:---|:---|:---|:---|
| Share Classes | A | C | I | F |
| Management fees | 0.35% | 0.35% | 0.35% | 0.35% |
| Distribution and service (12b-1) fees | 0.25% | 1.00% |  |  |
| Other expenses | 0.24% | 0.33% | 0.33% | 0.18% |
| Total annual fund operating expenses | 0.84% | 1.68% | 0.68% | 0.53% |
| Fee waiver and/or expense reimbursement<sup>(2)</sup> <br>| 0.15% | 0.24% | 0.22% | 0.14% |
| Total annual fund operating expenses after fee waiver and/or expense <br> reimbursement<sup>(2)</sup> <br>| 0.69% | 1.44% | 0.46% | 0.39% |

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(1) Investments of $1 million or more will not be subject to a front-end sales charge, but may be subject to a 1.00% contingent deferred sales charge.

(2) Hartford Funds Management Company, LLC (the "Investment Manager") has contractually agreed to reimburse expenses (exclusive of taxes, interest expenses, brokerage commissions, acquired fund fees and expenses and extraordinary expenses) to the extent necessary to limit total annual fund operating expenses as follows: 0.69% (Class A), 1.44% (Class C), 0.46% (Class I), and 0.39% (Class F). This contractual arrangement will remain in effect through February 28, 2027 unless the Board of Directors of The Hartford Mutual Funds, Inc. approves its earlier termination.

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**Example.** The example below is intended to help you compare the cost of investing in the Fund with the cost of investing in other mutual funds. The example assumes that you invest $10,000 in the Fund for the time periods indicated and then, except as shown below, redeem all of your shares at the end of those periods. The example also assumes that:

&nbsp;&nbsp;&nbsp;&nbsp;<sup>●</sup>

Your investment has a 5% return each year

&nbsp;&nbsp;&nbsp;&nbsp;<sup>●</sup>

The Fund's operating expenses remain the same (except that the example reflects the fee waiver and/or expense reimbursement arrangement reflected in the table above for only the first year)

&nbsp;&nbsp;&nbsp;&nbsp;<sup>●</sup>

You reinvest all dividends and distributions.

Although your actual costs may be higher or lower, based on these assumptions your costs would be:

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| | | | | |
|:---|:---|:---|:---|:---|
| Share Classes | Year 1 | Year 3 | Year 5 | Year 10 |
| A | &nbsp;&nbsp;&nbsp; $517 | &nbsp;&nbsp;&nbsp; $692 | &nbsp;&nbsp;&nbsp; $881 | &nbsp;&nbsp;&nbsp; $1427 |
| C | &nbsp;&nbsp;&nbsp; $247 | &nbsp;&nbsp;&nbsp; $506 | &nbsp;&nbsp;&nbsp; $890 | &nbsp;&nbsp;&nbsp; $1967 |
| I | &nbsp;&nbsp;&nbsp; $47 | &nbsp;&nbsp;&nbsp; $195 | &nbsp;&nbsp;&nbsp; $357 | &nbsp;&nbsp;&nbsp; $826 |
| F | &nbsp;&nbsp;&nbsp; $40 | &nbsp;&nbsp;&nbsp; $156 | &nbsp;&nbsp;&nbsp; $282 | &nbsp;&nbsp;&nbsp; $651 |

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If you did not redeem your shares:

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| | | | | |
|:---|:---|:---|:---|:---|
| C | &nbsp;&nbsp;&nbsp; $147 | &nbsp;&nbsp;&nbsp; $506 | &nbsp;&nbsp;&nbsp; $890 | &nbsp;&nbsp;&nbsp; $1967 |

---

**Portfolio Turnover.** The Fund pays transaction costs, such as commissions, when it buys and sells securities (or "turns over" its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when Fund shares are held in a taxable account. These costs, which are not reflected in annual fund operating expenses or in the example, affect the Fund's performance. During the fiscal year ended October 31, 2025, the Fund's portfolio turnover rate was 26% of the average value of its portfolio.

**PRINCIPAL INVESTMENT STRATEGY.** The Fund seeks to achieve its investment objective by investing in investment grade municipal securities and non-investment grade municipal securities (known as "junk bonds") that the sub-adviser, Wellington Management Company LLP ("Wellington Management"), considers to be attractive from a yield perspective while considering long-term total return. Under normal circumstances, the Fund will invest at least 80% of its net assets in municipal securities that pay interest exempt from federal income tax. The Fund may invest up to 20% of its net assets in non-investment grade municipal securities. The Fund may invest in securities that produce income subject to income tax, including the Alternative Minimum Tax. The Fund will generally hold a diversified portfolio of investments across states and sectors, although the Fund is not required to invest in all states and sectors at all times.

The Fund normally will maintain a dollar weighted average duration equivalent to the duration of the Bloomberg Municipal Bond Index, plus or minus three years. As of December 31, 2025, the duration (modified adjusted) of the Bloomberg Municipal Bond Index was 6.74 years. Duration is a measure of the sensitivity of a fixed income security's price to changes in interest rates. The Fund's average duration measure incorporates a bond's yield, coupon, final maturity, and the effect of derivatives that may be used to manage the Fund's interest rate risk.

To seek to achieve the Fund's investment objective, Wellington Management combines both a traditional bond credit analysis with its sustainability framework. Wellington Management's internally developed sustainability framework is used to identify issuers that meet its sustainable investing criteria. Wellington Management's portfolio construction process combines a top-down strategy, bottom-up fundamental research and comprehensive risk management. Bottom-up, internally generated, fundamental research attempts to identify relative value among sectors, within sectors, and between individual securities.

The Fund will normally invest at least 80% of its assets in municipal securities that Wellington Management determines meet its sustainable investing criteria. For purposes of determining which municipal securities meet its sustainable investing criteria, Wellington Management uses its internally developed sustainability framework to seek to identify municipal securities that, in its view, promote sustainable initiatives. As part of this analysis, Wellington Management evaluates (1) the municipal security's intended use of proceeds to determine whether such municipal security, in its view, promotes: good health and well-being, access to education, sustainable cities and communities, and/or industry innovation and infrastructure, in alignment with the United Nations Sustainable Development Goals (UN SDGs); and/or (2) whether the municipality itself has positive or improving environmental, social and/or governance ("ESG") characteristics, based on Wellington Management's proprietary insights. Wellington Management considers ESG characteristics that in its view have, or will have over time, a material impact on fundamentals, technicals, and/or valuations associated with the particular issuer and its sector, as part of this process. Examples of the ESG characteristics that Wellington Management may evaluate as part of its investment process include: climate risk (e.g. extreme weather, exposure to heat, wildfire, drought and hurricane risks); governance practices; disclosure practices; transparency; demographic trends; data quality and protection; human capital and labor rights issues; and an issuer's

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management of material social and/or environmental issues. As part of its analysis, Wellington Management also assesses how ESG risks impact municipal fundamentals and whether valuations compensate for that risk. Wellington Management conducts its analysis of sustainable attributes through its proprietary fundamental research (including issuer specific insights on material ESG considerations from dedicated municipal credit research analysts), analysis of publicly available information, and its engagement with certain issuers, as applicable. Wellington Management may also combine this information with information it receives from third-party data sources to analyze sustainability attributes if it believes such third-party data to be reliable and helpful to its analysis.

**PRINCIPAL RISKS.** The principal risks of investing in the Fund are described below. When you sell your shares they may be worth more or less than what you paid for them, which means that you could lose money as a result of your investment. **An investment in the Fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency.** As with any fund, there is no guarantee that the Fund will achieve its investment objective.

**Market Risk –** Market risk is the risk that one or more markets in which the Fund invests will go down in value, including the possibility that the markets will go down sharply and unpredictably. Securities of a company may decline in value due to its financial prospects and activities, including certain operational impacts, such as data breaches and cybersecurity attacks. Securities may also decline in value due to general market and economic movements and trends, including adverse changes to credit markets, or as a result of other events (or threat thereof), such as geopolitical events, natural disasters, or widespread pandemics (such as COVID-19) or other adverse public health developments.

**Municipal Securities Risk –** Municipal securities risks include the possibility that the issuer may be unable to pay interest or repay principal on a timely basis or at all, the relative lack of information about certain issuers of municipal securities, and the possibility of future legislative changes which could affect the market for and value of municipal securities. In addition, state or local political or economic conditions and developments can adversely affect the securities issued by state and local governments. The value of the municipal securities owned by the Fund also may be adversely affected by future changes in federal or state income tax laws, including tax rate reductions or the determination that municipal securities are subject to taxation.

**Interest Rate Risk –** The risk that your investment may go down in value when interest rates rise, because when interest rates rise, the prices of bonds and fixed rate loans fall. A wide variety of factors can cause interest rates to rise, including central bank monetary policies and inflation rates. Generally, the longer the maturity of a bond or fixed rate loan, the more sensitive it is to this risk. Falling interest rates also create the potential for a decline in the Fund's income. These risks are greater during periods of rising inflation. Volatility in interest rates and in fixed income markets may increase the risk that the Fund's investment in fixed income securities will go down in value. Actions taken by the Federal Reserve Board or foreign central banks to stimulate or stabilize economic growth, such as decreases or increases in short-term interest rates, may adversely affect markets, which could, in turn, negatively impact Fund performance.

**Credit Risk –** Credit risk is the risk that the issuer of a security or other instrument will not be able to make principal and interest payments when due. Changes in an issuer's financial strength, credit rating or the market's perception of an issuer's creditworthiness may also affect the value of the Fund's investment in that issuer. The degree of credit risk depends on both the financial condition of the issuer and the terms of the obligation. Periods of market volatility may increase credit risk.

**Call Risk –** Call risk is the risk that an issuer, especially during a period of falling interest rates, may redeem a security by repaying it early, which may reduce the Fund's income if the proceeds are reinvested at lower interest rates.

**High Yield Investments Risk –** High yield investments rated below investment grade (also referred to as "junk bonds") are considered to be speculative and are subject to heightened credit risk, which may make the Fund more sensitive to adverse developments in the U.S. and abroad. Lower rated debt securities generally involve greater risk of default or price changes due to changes in the issuer's creditworthiness than higher rated debt securities. The market prices of these securities may fluctuate more than those of higher rated securities and may decline significantly in periods of general economic difficulty. There may be little trading in the secondary market for particular debt securities, which may make them more difficult to value or sell.

**Active Investment Management Risk –** The risk that, if the sub-adviser's investment strategy does not perform as expected, the Fund could underperform its peers or lose money. Although the sub-adviser considers several factors when making investment decisions, the sub-adviser may not evaluate every factor prior to investing in an issuer, and the sub-adviser may determine that certain factors are more significant than others.

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**Sustainable Investing Risk –** Applying sustainability criteria to the investment process may exclude or reduce exposure to securities of certain issuers for sustainability reasons and, therefore, the Fund may forgo some market opportunities available to funds that do not use sustainability criteria. The Fund's performance may at times be better or worse than the performance of funds that do not use sustainability criteria. Because the sub-adviser evaluates ESG characteristics when selecting certain securities, the Fund's portfolio may perform differently than funds that do not use ESG characteristics. A focus on ESG characteristics may prioritize long term rather than short term returns. ESG information and data, including that provided by third parties, may be incomplete, inaccurate, or unavailable, which could adversely affect the analysis relevant to a particular investment. In addition, there is a risk that the investments identified by the sub-adviser to fit within its sustainability criteria do not operate as anticipated. Although the sub-adviser seeks to identify issuers that fit within its sustainability criteria, investors may differ in their views of what fits within this category of investments. As a result, the Fund may invest in issuers that do not reflect the beliefs and values of any particular investor. Further, the regulatory landscape with respect to sustainable investing in the United States is still developing and future rules and regulations may require the Fund to modify or alter its investment process with respect to sustainable investing.

**Liquidity Risk –** The risk that the market for a particular investment or type of investment is or becomes relatively illiquid, making it difficult for the Fund to sell that investment at an advantageous time or price. Illiquidity may be due to events relating to the issuer of the securities, market events, rising interest rates, economic conditions or investor perceptions. Illiquid securities may be difficult to value and their value may be lower than the market price of comparable liquid securities, which would negatively affect the Fund's performance.

**Large Shareholder Transaction Risk –** The Fund may experience adverse effects when certain large shareholders redeem or purchase large amounts of shares of the Fund. Such redemptions may cause the Fund to sell securities at times when it would not otherwise do so or borrow money (at a cost to the Fund), which may negatively impact the Fund's performance and liquidity. Similarly, large purchases may adversely affect the Fund's performance to the extent that the Fund is delayed in investing new cash and is required to maintain a larger cash position than it ordinarily would. These transactions may also accelerate the realization of taxable income to shareholders if such sales of investments resulted in gains, and may also increase transaction costs.

The Fund is subject to certain other risks. For more information regarding risks and investments, please see "Additional Information Regarding Investment Strategies and Risks" and "More Information About Risks" in the Fund's statutory prospectus.

**PAST PERFORMANCE.** The performance information provides some indication of the risks of investing in the Fund. Keep in mind that past performance (before and after taxes) does not indicate future results. Updated performance information is available at hartfordfunds.com. The returns for the Fund in the bar chart and table:

&nbsp;&nbsp;&nbsp;&nbsp;<sup>●</sup>

Assume reinvestment of all dividends and distributions

&nbsp;&nbsp;&nbsp;&nbsp;<sup>●</sup>

Reflect fee waivers and/or expense limitation arrangements, if any. Absent any applicable fee waivers and/or expense limitation arrangements, performance would have been lower.

&nbsp;&nbsp;&nbsp;&nbsp;<sup>●</sup>

Include the Fund's performance when it pursued a different investment objective and a modified investment strategy prior to April 30, 2021.

The bar chart:

&nbsp;&nbsp;&nbsp;&nbsp;<sup>●</sup>

Shows how the Fund's total return has varied from year to year

&nbsp;&nbsp;&nbsp;&nbsp;<sup>●</sup>

Returns do not include sales charges. If sales charges were reflected, returns would have been lower

&nbsp;&nbsp;&nbsp;&nbsp;<sup>●</sup>

Shows the returns of Class A shares. Returns for the Fund's other classes differ only to the extent that the classes do not have the same expenses.

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**Total returns by calendar year (excludes sales charges)**

![](g120412hfpebarchart.jpg)

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| | | |
|:---|:---|:---|
| **During the periods shown in the chart above:** | **Returns** | **Quarter Ended** |
| **Best Quarter Return** | &nbsp;&nbsp; 7.18% | December 31, 2023 |
| **Worst Quarter Return** | &nbsp;&nbsp; -6.81% | March 31, 2022 |

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**Average Annual Total Returns.** The table below shows returns for the Fund over time compared to those of a broad-based market index, which is the Fund's performance index and regulatory index. After-tax returns, which are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes, are shown only for Class A shares and will vary for other classes. Actual after-tax returns, which depend on an investor's particular tax situation, may differ from those shown and are not relevant to investors who hold their Fund shares through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts.

**Average annual total returns for periods ending December 31, 2025 (including sales charges)** 

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| | | | |
|:---|:---|:---|:---|
| Share Classes | 1 Year | 5 Years | 10 Years |
| Class A – Return Before Taxes | &nbsp;&nbsp; -0.71% | &nbsp;&nbsp;&nbsp;&nbsp; -0.41% | &nbsp;&nbsp;&nbsp;&nbsp; 1.80% |
| &nbsp;&nbsp;&nbsp; – Return After Taxes on Distributions | &nbsp;&nbsp; -0.77% | &nbsp;&nbsp;&nbsp;&nbsp; -0.49% | &nbsp;&nbsp;&nbsp;&nbsp; 1.73% |
| &nbsp;&nbsp;&nbsp; – Return After Taxes on Distributions and Sale of Fund Shares | &nbsp;&nbsp; 0.66% | &nbsp;&nbsp;&nbsp;&nbsp; 0.13% | &nbsp;&nbsp;&nbsp;&nbsp; 1.84% |
| **Share Classes** (Return Before Taxes) |  |  |  |
| Class C | &nbsp;&nbsp; 2.09% | &nbsp;&nbsp;&nbsp;&nbsp; -0.24% | &nbsp;&nbsp;&nbsp;&nbsp; 1.68% |
| Class I | &nbsp;&nbsp; 4.21% | &nbsp;&nbsp;&nbsp;&nbsp; 0.75% | &nbsp;&nbsp;&nbsp;&nbsp; 2.51% |
| Class F\* | &nbsp;&nbsp; 4.28% | &nbsp;&nbsp;&nbsp;&nbsp; 0.80% | &nbsp;&nbsp;&nbsp;&nbsp; 2.55% |
| Bloomberg Municipal Bond Index (reflects no deduction for fees, expenses or taxes) | &nbsp;&nbsp; 4.25% | &nbsp;&nbsp;&nbsp;&nbsp; 0.80% | &nbsp;&nbsp;&nbsp;&nbsp; 2.34% |

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\*

Class F shares commenced operations on February 28, 2017 and performance prior to that date is that of the Fund's Class I shares. Performance prior to the inception date of Class F has not been adjusted to reflect the operating expenses of Class F.

**MANAGEMENT.** The Fund's investment manager is Hartford Funds Management Company, LLC. The Fund's sub-adviser is Wellington Management.

Portfolio Manager Title Involved with Fund Since <br> Brad W. Libby Managing Director and Fixed Income Portfolio Manager/Credit Analyst 2015 <br> Elizabeth J. Kleinerman, CFA Senior Managing Director and Fixed Income Portfolio Manager 2021

**PURCHASE AND SALE OF FUND SHARES.** Not all share classes are available for all investors. Minimum investment amounts may be waived for certain accounts. Certain financial intermediaries may impose different restrictions than those described below.

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| | | |
|:---|:---|:---|
| Share Classes | Minimum Initial Investment | &nbsp;&nbsp;&nbsp; Minimum <br> Subsequent <br> Investment<br>|
| Class A, Class C and Class I | &nbsp;&nbsp;&nbsp; $2,000 for all accounts except: $250, if establishing an Automatic Investment <br> Plan ("AIP"), with recurring monthly investments of at least $50<br>| $50 |
| Class F | &nbsp;&nbsp;&nbsp; $1,000,000<br> This requirement is waived when the shares are purchased through omnibus <br> accounts (or similar types of accounts).<br>|  |

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For more information, please see the "How To Buy And Sell Shares" section of the Fund's statutory prospectus.

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You may sell your shares of the Fund on those days when the New York Stock Exchange is open, typically Monday through Friday. You may sell your shares through your financial intermediary. With respect to certain accounts, you may sell your shares on the web at hartfordfunds.com, by phone by calling 1-888-843-7824, by electronic funds transfer, or by wire. In certain circumstances you will need to write to Hartford Funds to request to sell your shares. For regular mail, please send the request to Hartford Funds, P.O. Box 219060, Kansas City, MO 64121-9060. For overnight mail, please send the request to Hartford Funds, 801 Pennsylvania Ave, Suite 219060, Kansas City, MO 64105-1307.

**TAX INFORMATION.** The Fund's distributions of interest on municipal bonds generally are not subject to federal income tax; however the Fund may distribute taxable dividends, including distributions of short-term capital gains, and long-term capital gains. In addition, distributions derived from interest on certain bonds may be subject to the federal alternative minimum tax. To the extent that the Fund's distributions are derived from interest on bonds that are not exempt from applicable state and local taxes, such distributions will be subject to such state and local taxes.

**PAYMENTS TO BROKER-DEALERS AND OTHER FINANCIAL INTERMEDIARIES.** If you purchase shares of the Fund through a broker-dealer or other financial intermediary (such as a bank or financial professional), the Fund and its related companies may pay the intermediary for the sale of Fund shares and related services. These payments may create a conflict of interest by influencing the broker-dealer or other intermediary and your financial professional to recommend the Fund over another investment. Ask your financial professional or visit your financial intermediary's website for more information.

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8 February 27, 2026 MFSUM-SMB_02272026

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