# EDGAR Filing Document

**Accession Number:** 0000049905
**File Stem:** 0001193125-26-075204
**Filing Date:** 2026-2
**Character Count:** 33713
**Document Hash:** f87065892c3afbd137c3a5161686f377
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-26-075204.hdr.sgml**: 20260226

**ACCESSION NUMBER**: 0001193125-26-075204

**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 II, INC
- **CENTRAL INDEX KEY:** 0000049905

**ORGANIZATION NAME:**
- **EIN:** 416009937
- **STATE OF INCORPORATION:** MD
- **FISCAL YEAR END:** 1031

**FILING VALUES:**
- **FORM TYPE:** 497K
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 002-11387
- **FILM NUMBER:** 26684612

**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 II INC
- **DATE OF NAME CHANGE:** 20190501

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Hartford Schroders US MidCap Opportunities Fund
- **DATE OF NAME CHANGE:** 20190501

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** HARTFORD MUTUAL FUNDS II INC
- **DATE OF NAME CHANGE:** 20020419

## Series and Classes Contracts Data

### Hartford Schroders Core Fixed Income Fund (Series ID: S000073611)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000230636 | Class SDR    | SCBRX           |
| C000230637 | Class F      | HSSFX           |
| C000230638 | Class Y      | SCBIX           |
| C000230639 | Class I      | HSAEX           |
| C000230640 | Class R4     | HSSBX           |
| C000230641 | Class R3     | HSACX           |
| C000230642 | Class R5     | HSADX           |

![](g871104sumbluecov24.gif)

February 27, 2026

**Summary Prospectus**

**Hartford Schroders Core Fixed Income Fund** 

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| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
| **Class I** | **Class R3** | **Class R4** | **Class R5** | **Class Y** | **Class F** | **Class SDR** |
| HSAEX | HSACX | HSSBX | HSADX | SCBIX | HSSFX | SCBRX |

---

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 long-term total return consistent with the preservation of capital.

**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.

**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 | I | R3 | R4 | R5 | Y | F | SDR |
| Management fees | 0.32% | 0.32% | 0.32% | 0.32% | 0.32% | 0.32% | 0.32% |
| Distribution and service (12b-1) fees |  | 0.50% | 0.25% |  |  |  |  |
| Other expenses | 0.37% | 0.44% | 0.39% | 0.34% | 0.29% | 0.22% | 0.23% |
| Total annual fund operating expenses | 0.69% | 1.26% | 0.96% | 0.66% | 0.61% | 0.54% | 0.55% |
| Fee waiver and/or expense reimbursement<sup>(1)</sup> <br>| 0.18% | 0.20% | 0.20% | 0.20% | 0.21% | 0.18% | 0.19% |
| Total annual fund operating expenses after fee <br> waiver and/or expense reimbursement<sup>(1)</sup> <br>| 0.51% | 1.06% | 0.76% | 0.46% | 0.40% | 0.36% | 0.36% |

---

(1) 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: 0.51% (Class I), 1.06% (Class R3), 0.76% (Class R4), 0.46% (Class R5), 0.40% (Class Y), 0.36% (Class F), and 0.36% (Class SDR). This contractual arrangement will remain in effect through February 28, 2027 unless the Board of Directors of The Hartford Mutual Funds II, Inc. approves its earlier termination.

**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 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 |
| I | &nbsp;&nbsp;&nbsp; $52 | &nbsp;&nbsp;&nbsp; $203 | &nbsp;&nbsp;&nbsp; $366 | &nbsp;&nbsp;&nbsp; $842 |
| R3 | &nbsp;&nbsp;&nbsp; $108 | &nbsp;&nbsp;&nbsp; $380 | &nbsp;&nbsp;&nbsp; $672 | &nbsp;&nbsp;&nbsp; $1505 |
| R4 | &nbsp;&nbsp;&nbsp; $78 | &nbsp;&nbsp;&nbsp; $286 | &nbsp;&nbsp;&nbsp; $511 | &nbsp;&nbsp;&nbsp; $1160 |
| R5 | &nbsp;&nbsp;&nbsp; $47 | &nbsp;&nbsp;&nbsp; $191 | &nbsp;&nbsp;&nbsp; $348 | &nbsp;&nbsp;&nbsp; $804 |
| Y | &nbsp;&nbsp;&nbsp; $41 | &nbsp;&nbsp;&nbsp; $174 | &nbsp;&nbsp;&nbsp; $319 | &nbsp;&nbsp;&nbsp; $742 |
| F | &nbsp;&nbsp;&nbsp; $37 | &nbsp;&nbsp;&nbsp; $155 | &nbsp;&nbsp;&nbsp; $284 | &nbsp;&nbsp;&nbsp; $660 |
| SDR | &nbsp;&nbsp;&nbsp; $37 | &nbsp;&nbsp;&nbsp; $157 | &nbsp;&nbsp;&nbsp; $288 | &nbsp;&nbsp;&nbsp; $671 |

---

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**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 152% of the average value of its portfolio.

**PRINCIPAL INVESTMENT STRATEGY.** The Fund seeks to achieve its investment objective by investing primarily in a portfolio of U.S. dollar-denominated, investment grade fixed income securities. Under normal circumstances, the Fund invests at least 80% of its assets in fixed income securities. The Fund's total return includes income earned on the Fund's investments, plus capital appreciation, if any.

Fixed income securities in which the Fund may invest include obligations of governments, government agencies or instrumentalities, supra-national issuers, or corporate issuers. They may pay fixed, variable, or floating interest rates and may include asset-backed securities, mortgage-backed securities (which may include "to be announced" ("TBA") transactions, which are standardized contracts for future delivery in which the exact mortgage pools to be delivered are not specified until a few days prior to settlement), inflation-indexed bonds, municipal securities, and other securities bearing fixed or variable interest rates of any maturity. The Fund may invest in U.S. dollar-denominated foreign securities. The Fund may also invest a portion of its assets in cash and cash equivalents. At times, the Fund's investments in municipal securities may be substantial depending on the outlook of Schroder Investment Management North America Inc. ("SIMNA" or the "Sub-Adviser") on the market. The Fund may invest in fixed income securities of any maturity or duration. The Fund's effective duration may vary over time depending on the Sub-Adviser's assessment of market and economic conditions and other factors. Duration is a measure of a debt security's price sensitivity to a given change in interest rates; effective duration is a measure of the Fund's portfolio duration adjusted for the anticipated effect of interest rate changes on pre-payment rates. Duration takes into account the time until all payments of interest and principal on a security are expected to be made, including how these payments are affected by prepayments and by changes in interest rates. Generally, the higher a debt security's duration, the greater its price sensitivity to a change in interest rates. The Sub-Adviser may use derivatives, such as exchange-traded futures and options, for hedging, risk management, or investment purposes. The Fund may invest in certain restricted securities, such as securities that are only eligible for resale pursuant to Rule 144A, and securities of U.S. and non-U.S. issuers that are issued pursuant to Regulation S.

The Sub-Adviser's decision to purchase or sell a security or make investments in a particular sector is based on relative value considerations. As part of its investment process, the Sub-Adviser seeks to identify mispriced securities and sectors. In analyzing the relative attractiveness of a particular security or sector, the Sub-Adviser assesses an issue's historical relationships to other bonds, technical factors including supply and demand and fundamental risk and reward relationships. When making decisions to purchase or sell a security, the Sub-Adviser also considers a number of factors including sector exposures, interest rate duration, yield and the relationship between yields and maturity dates. The importance of these and other factors that the Sub-Adviser considers when purchasing and selling securities for the Fund changes with changes in the markets. Sector allocation and individual security decisions are made independent of sector and security weightings in the Fund's benchmark. The Fund may have substantially different sector and security weightings than the benchmark and may hold securities not included in the benchmark. In addition, the Sub-Adviser integrates financially material environmental, social and governance ("ESG") characteristics (where available for an issuer) into its investment process. ESG characteristics are one of several factors that contribute to the Sub-Adviser's overall evaluation of the risk and return potential of an investment. The Fund may engage in active and frequent trading of portfolio securities in seeking to achieve its investment objective.

**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.

**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 a company or issuer, and the Sub-Adviser may determine that certain factors are more significant than others.

**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

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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.

**U.S. Government Securities Risk –** Treasury obligations may differ in their interest rates, maturities, times of issuance and other characteristics. Securities backed by the U.S. Treasury or the full faith and credit of the United States are guaranteed only as to the timely payment of interest and principal when held to maturity. Accordingly, the current market values for these securities will fluctuate with changes in interest rates. Obligations of U.S. Government agencies and authorities are supported by varying degrees of credit but generally are not backed by the full faith and credit of the U.S. Government. No assurance can be given that the U.S. Government will provide financial support to its agencies and authorities if it is not obligated by law to do so. In addition, the value of U.S. Government securities may be affected by changes in the credit rating of the U.S. Government. U.S. Government securities are also subject to the risk that the U.S. Treasury will be unable to meet its payment obligations.

**Mortgage-Related and Asset-Backed Securities Risk –** Mortgage-related and asset-backed securities represent interests in "pools" of mortgages or other assets, including consumer loans or receivables held in trust. These mortgage-related or asset-backed securities are subject to credit risk, interest rate risk, "prepayment risk" (the risk that borrowers will repay a loan more quickly in periods of falling interest rates) and "extension risk" (the risk that borrowers will repay a loan more slowly in periods of rising interest rates). If the Fund invests in mortgage-related or asset-backed securities that are subordinated to other interests in the same mortgage or asset pool, the Fund may only receive payments after the pool's obligations to other investors have been satisfied. An unexpectedly high rate of defaults on the mortgages held by a mortgage pool may limit substantially the pool's ability to make payments of principal or interest to the Fund, reducing the values of those securities or in some cases rendering them worthless. The risk of such defaults is generally higher in the case of mortgage pools that include so-called "subprime" mortgages. Uniform mortgage-backed securities, which generally align the characteristics of Fannie Mae and Freddie Mac certificates, are a recent innovation and the effect they may have on the market for mortgage-related securities is uncertain.

**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.

**Active Trading Risk –** Active trading could increase the Fund's transaction costs and may increase your tax liability as compared to a fund with less active trading policies. These effects may adversely affect Fund performance.

**Inflation-Protected Securities Risk –** The value of inflation-protected securities generally fluctuates in response to changes in real interest rates (stated interest rates adjusted to factor in inflation). In general, the price of an inflation-protected debt security can decrease when real interest rates increase, and can increase when real interest rates decrease. Interest payments on inflation-protected debt securities will fluctuate as the principal and/or interest is adjusted for inflation and can be unpredictable. The market for inflation-protected securities may be less developed or liquid, and more volatile, than certain other securities markets.

**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.

**Counterparty Risk –** The risk that the counterparty in a transaction by the Fund may be unable or unwilling to make timely principal, interest or settlement payments, or otherwise to honor its obligations.

**To Be Announced (TBA) Transactions Risk –** TBA investments include when-issued and delayed delivery securities and forward commitments. TBA transactions involve the risk that the security the Fund buys will lose value prior to its delivery. The Fund is subject to this risk whether or not the Fund takes delivery of the securities on the settlement date for a transaction. There also is the risk that the security will not be issued or that the other party to the transaction will not meet its obligation. If this occurs, the Fund loses both the investment opportunity for the assets it set aside to pay for the security and any gain in the security's price. The Fund may also take a short position in a TBA investment when

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it owns or has the right to obtain, at no added cost, identical securities. If the Fund takes such a short position, it may reduce the risk of a loss if the price of the securities declines in the future, but will lose the opportunity to profit if the price rises. TBA transactions may also result in a higher portfolio turnover rate and/or increased capital gains for the Fund.

**Sovereign Debt Risk –** Non-U.S. sovereign and quasi-sovereign debt are subject to the risk that the issuer or government authority that controls the repayment of the debt may be unable or unwilling to repay the principal or interest when due. This may result from political or social factors, the general economic environment of a country or economic region, levels of foreign debt or foreign currency exchange rates.

**Foreign Investments Risk –** Investments in foreign securities may be riskier, more volatile, and less liquid than investments in U.S. securities. Differences between the U.S. and foreign regulatory regimes and securities markets, including the less stringent investor protection, less stringent accounting, corporate governance, financial reporting and disclosure standards of some foreign markets, as well as political and economic developments in foreign countries and regions and the U.S. (including the imposition of sanctions, tariffs, or other governmental restrictions), may affect the value of the Fund's foreign investments. Changes in currency exchange rates may also adversely affect the Fund's foreign investments.

**Derivatives Risk –** Derivatives are instruments whose value depends on, or is derived from, the value of an underlying asset, reference rate or index. Derivatives may be riskier than other types of investments because they may be more sensitive to changes in economic or market conditions than other types of investments and could result in losses that significantly exceed the Fund's original investment. Successful use of derivative instruments by the Fund depends on the Sub-Adviser's judgment with respect to a number of factors and the Fund's performance could be worse and/or more volatile than if it had not used these instruments. In addition, the fluctuations in the value of derivatives may not correlate perfectly with the value of any portfolio assets being hedged, the performance of the asset class to which the Sub-Adviser seeks exposure, or the overall securities markets.

**Futures and Options Risk –** Futures and options may be more volatile than direct investments in the securities underlying the futures and options, may not correlate perfectly to the underlying securities, may involve additional costs, and may be illiquid. Futures and options also may involve the use of leverage as the Fund may make a small initial investment relative to the risk assumed, which could result in losses greater than if futures or options had not been used. Futures and options are also subject to the risk that the other party to the transaction may default on its obligation.

**Leverage Risk –** Certain transactions, such as the use of derivatives, may give rise to leverage. Leverage can increase market exposure, increase volatility in the Fund, magnify investment risks, and cause losses to be realized more quickly. The use of leverage may cause the Fund to liquidate portfolio positions to satisfy its obligations when it may not be advantageous to do so.

**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.

**ESG Integration Risk –** Integrating financially material ESG analysis into the investment process carries the risk that the Fund may perform differently from funds that do not integrate ESG into their analysis, or funds that evaluate different ESG characteristics. ESG characteristics are one of several factors that may be considered and as a result, the Fund's investments may not have favorable ESG characteristics or high ESG ratings.

**Restricted Securities Risk –** Restricted securities are subject to the risk that they may be difficult to sell at the time and price the Fund prefers.

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.

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**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. Effective after the close of business on November 12, 2021, the Schroder Core Bond Fund (the "Predecessor Fund") was reorganized into the Fund. The performance information for periods prior to the close of business on November 12, 2021 is that of the Predecessor Fund. Prior to the reorganization, Class SDR shares were called R6 Shares and Class Y shares were called Investor Shares. 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>

Would be different if the Fund's fees and expenses were reflected for periods prior to the close of business on November 12, 2021

&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 modified investment objective and modified principal investment strategy prior to November 30, 2023.

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>

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

**Total returns by calendar year**

![](g871104shrubarchart.jpg)

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| | | |
|:---|:---|:---|
| **During the periods shown in the chart above:** | **Returns** | **Quarter Ended** |
| **Best Quarter Return** | &nbsp;&nbsp; 7.26% | December 31, 2023 |
| **Worst Quarter Return** | &nbsp;&nbsp; -6.13% | 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 SDR 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** 

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| | | | |
|:---|:---|:---|:---|
|  |  |  | Since Inception |
| Share Classes | 1 Year | 5 Years | (01/31/2018) |
| Class SDR - Return Before Taxes | &nbsp;&nbsp; 7.97% | &nbsp;&nbsp;&nbsp;&nbsp; -0.31% | &nbsp;&nbsp;&nbsp;&nbsp; 2.25% |
| &nbsp;&nbsp;&nbsp; - Return After Taxes on Distributions  | &nbsp;&nbsp; 5.95% | &nbsp;&nbsp;&nbsp;&nbsp; -1.92% | &nbsp;&nbsp;&nbsp;&nbsp; 0.63% |
| &nbsp;&nbsp;&nbsp; - Return After Taxes on Distributions and Sale of Fund Shares  | &nbsp;&nbsp; 4.68% | &nbsp;&nbsp;&nbsp;&nbsp; -0.92% | &nbsp;&nbsp;&nbsp;&nbsp; 1.05% |
| **Share Classes** (Return Before Taxes) |  |  |  |
| Class I<sup>\*</sup> <br>| &nbsp;&nbsp; 7.89% | &nbsp;&nbsp;&nbsp;&nbsp; -0.43% | &nbsp;&nbsp;&nbsp;&nbsp; 2.17% |
| Class R3<sup>\*\*</sup> <br>| &nbsp;&nbsp; 7.59% | &nbsp;&nbsp;&nbsp;&nbsp; -0.59% | &nbsp;&nbsp;&nbsp;&nbsp; 2.07% |
| Class R4<sup>\*\*</sup> <br>| &nbsp;&nbsp; 7.67% | &nbsp;&nbsp;&nbsp;&nbsp; -0.54% | &nbsp;&nbsp;&nbsp;&nbsp; 2.10% |
| Class R5<sup>\*\*</sup> <br>| &nbsp;&nbsp; 7.83% | &nbsp;&nbsp;&nbsp;&nbsp; -0.39% | &nbsp;&nbsp;&nbsp;&nbsp; 2.20% |
| Class Y<sup>\*\*\*</sup> <br>| &nbsp;&nbsp; 7.91% | &nbsp;&nbsp;&nbsp;&nbsp; -0.37% | &nbsp;&nbsp;&nbsp;&nbsp; 2.21% |
| Class F<sup>\*\*</sup> <br>| &nbsp;&nbsp; 7.95% | &nbsp;&nbsp;&nbsp;&nbsp; -0.30% | &nbsp;&nbsp;&nbsp;&nbsp; 2.26% |
| Bloomberg US Aggregate Bond Index (reflects no deduction for fees, expenses or <br> taxes) <br>| &nbsp;&nbsp; 7.30% | &nbsp;&nbsp;&nbsp;&nbsp; -0.36% | &nbsp;&nbsp;&nbsp;&nbsp; 1.91% |

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<sup>\*</sup>

Class I shares commenced operations on November 12, 2021 and performance prior to this date reflects the historical performance, fees and expenses of the Predecessor Fund's Investor Shares and, prior to June 29, 2020 (the inception date of the Predecessor Fund's Investor Shares), the historical performance, fees and expenses of the Predecessor Fund's R6 Shares.

<sup>\*\*</sup>

Class R3, Class R4, Class R5 and Class F shares commenced operations on November 12, 2021 and performance prior to this date reflects the historical performance, fees and expenses of the Predecessor Fund's R6 Shares.

<sup>\*\*\*</sup>

Performance for Class Y shares prior to June 29, 2020 (the inception date of the Predecessor Fund's Investor Shares) reflects the historical performance, fees and expenses of R6 Shares of the Predecessor Fund.

**MANAGEMENT.** The Fund's investment manager is Hartford Funds Management Company, LLC. The Fund's sub-adviser is Schroder Investment Management North America Inc.

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| | | |
|:---|:---|:---|
| Portfolio Manager | Title | &nbsp;&nbsp;&nbsp; Involved with <br> Fund Since<br>|
| Lisa Hornby, CFA | Portfolio Manager | 2018 |
| Neil G. Sutherland, CFA | Portfolio Manager | 2018 |
| Julio C. Bonilla, CFA | Portfolio Manager | 2018 |

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**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 | Minimum Subsequent Investment |
| Class I | &nbsp;&nbsp;&nbsp; $2,000 for all accounts except: $250, if establishing <br> an Automatic Investment Plan ("AIP"), with recurring <br> monthly investments of at least $50<br>| $50 |
| Class R3, Class R4 and Class R5  | No minimum initial investment |  |
| Class Y | &nbsp;&nbsp;&nbsp; $250,000<br> This requirement is waived when the shares are <br> purchased through omnibus accounts (or similar <br> types of accounts).<br>|  |
| Class F | &nbsp;&nbsp;&nbsp; $1,000,000<br> This requirement is waived when the shares are <br> purchased through omnibus accounts (or similar <br> types of accounts).<br>|  |
| Class SDR | &nbsp;&nbsp;&nbsp; $5,000,000<br> This requirement is waived for purchases through <br> certain plan level or omnibus 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.

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 are generally taxable, and may be taxed as ordinary income or capital gains, unless you are investing through a tax-deferred arrangement, such as a 401(k) plan or an individual retirement account. Such tax-deferred arrangements may be taxed later upon withdrawal of monies from those arrangements.

**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-SCHCFI_02272026

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