# EDGAR Filing Document

**Accession Number:** 0001006415
**File Stem:** 0001193125-26-075163
**Filing Date:** 2026-2
**Character Count:** 33624
**Document Hash:** db80745b28415b15308195091076e9b7
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-26-075163.hdr.sgml**: 20260226

**ACCESSION NUMBER**: 0001193125-26-075163

**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:** 26684579

**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 Climate Opportunities Fund (Series ID: S000053012)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000166660 | Class A      | HEOMX           |
| C000166661 | Class C      | HEONX           |
| C000166662 | Class I      | HEOIX           |
| C000166663 | Class R3     | HEORX           |
| C000166664 | Class R4     | HEOSX           |
| C000166665 | Class R5     | HEOTX           |
| C000166666 | Class R6     | HEOVX           |
| C000166667 | Class Y      | HEOYX           |
| C000185775 | Class F      | HEOFX           |

![](g122990sumbluecov24.gif)

February 27, 2026

**Summary Prospectus**

**Hartford Climate Opportunities Fund** 

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| | | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|:---|
| **Class A** | **Class C** | **Class I** | **Class R3** | **Class R4** | **Class R5** | **Class R6** | **Class Y** | **Class F** |
| HEOMX | HEONX | HEOIX | HEORX | HEOSX | HEOTX | HEOVX | HEOYX | HEOFX |

---

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 capital appreciation.

**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 106 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 | R3 | R4 | R5 | R6 | Y | F |
| Maximum sales charge (load) imposed <br> on purchases (as a percentage of <br> offering price)<br>| 5.50% |  |  |  |  |  |  |  |  |
| Maximum deferred sales charge (load) <br> (as a percentage of purchase price or <br> redemption proceeds, whichever is less)<br>| None<sup>(1)</sup> <br>| 1.00% |  |  |  |  |  |  |  |

---

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

---

| | | | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|:---|:---|
| Share Classes | A | C | I | R3 | R4 | R5 | R6 | Y | F |
| Management fees | 0.62% | 0.62% | 0.62% | 0.62% | 0.62% | 0.62% | 0.62% | 0.62% | 0.62% |
| Distribution and service (12b-1) fees | 0.25% | 1.00% |  | 0.50% | 0.25% |  |  |  |  |
| Other expenses | 0.32% | 0.36% | 0.32% | 0.41% | 0.36% | 0.31% | 0.20% | 0.30% | 0.19% |
| Total annual fund operating expenses | 1.19% | 1.98% | 0.94% | 1.53% | 1.23% | 0.93% | 0.82% | 0.92% | 0.81% |
| Fee waiver and/or expense <br> reimbursement<sup>(2)</sup> <br>| 0.00% | 0.04% | 0.05% | 0.12% | 0.12% | 0.12% | 0.13% | 0.13% | 0.12% |
| Total annual fund operating expenses <br> after fee waiver and/or expense <br> reimbursement<sup>(2)</sup> <br>| 1.19% | 1.94% | 0.89% | 1.41% | 1.11% | 0.81% | 0.69% | 0.79% | 0.69% |

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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: 1.19% (Class A), 1.94% (Class C), 0.89% (Class I), 1.41% (Class R3), 1.11% (Class R4), 0.81% (Class R5), 0.69% (Class R6), 0.79% (Class Y), and 0.69% (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; $665 | &nbsp;&nbsp;&nbsp; $907 | &nbsp;&nbsp;&nbsp; $1168 | &nbsp;&nbsp;&nbsp; $1914 |
| C | &nbsp;&nbsp;&nbsp; $297 | &nbsp;&nbsp;&nbsp; $618 | &nbsp;&nbsp;&nbsp; $1064 | &nbsp;&nbsp;&nbsp; $2303 |
| I | &nbsp;&nbsp;&nbsp; $91 | &nbsp;&nbsp;&nbsp; $295 | &nbsp;&nbsp;&nbsp; $515 | &nbsp;&nbsp;&nbsp; $1150 |
| R3 | &nbsp;&nbsp;&nbsp; $144 | &nbsp;&nbsp;&nbsp; $472 | &nbsp;&nbsp;&nbsp; $823 | &nbsp;&nbsp;&nbsp; $1813 |
| R4 | &nbsp;&nbsp;&nbsp; $113 | &nbsp;&nbsp;&nbsp; $378 | &nbsp;&nbsp;&nbsp; $664 | &nbsp;&nbsp;&nbsp; $1478 |
| R5 | &nbsp;&nbsp;&nbsp; $83 | &nbsp;&nbsp;&nbsp; $284 | &nbsp;&nbsp;&nbsp; $503 | &nbsp;&nbsp;&nbsp; $1132 |
| R6 | &nbsp;&nbsp;&nbsp; $70 | &nbsp;&nbsp;&nbsp; $249 | &nbsp;&nbsp;&nbsp; $442 | &nbsp;&nbsp;&nbsp; $1001 |
| Y | &nbsp;&nbsp;&nbsp; $81 | &nbsp;&nbsp;&nbsp; $280 | &nbsp;&nbsp;&nbsp; $497 | &nbsp;&nbsp;&nbsp; $1119 |
| F | &nbsp;&nbsp;&nbsp; $70 | &nbsp;&nbsp;&nbsp; $247 | &nbsp;&nbsp;&nbsp; $438 | &nbsp;&nbsp;&nbsp; $991 |

---

If you did not redeem your shares:

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| | | | | |
|:---|:---|:---|:---|:---|
| C | &nbsp;&nbsp;&nbsp; $197 | &nbsp;&nbsp;&nbsp; $618 | &nbsp;&nbsp;&nbsp; $1064 | &nbsp;&nbsp;&nbsp; $2303 |

---

**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 61% of the average value of its portfolio.

**PRINCIPAL INVESTMENT STRATEGY.** The Fund seeks to achieve its objective by investing in securities of U.S. and foreign issuers, including non-dollar securities and securities of emerging market issuers. The Fund may invest in common and preferred stocks, convertible securities and warrants of companies of any market capitalization. The Fund focuses its investments on equity securities and equity related investments. Under normal market conditions, the Fund invests at least 80% of its assets in securities of issuers that seek opportunities to address or benefit from climate change, which include but are not limited to companies classified as promoting clean and/or efficient energy, sustainable transportation, water and/or resource management, companies exhibiting low-carbon leadership and businesses that service such companies. The Fund employs a "multi-manager" approach whereby portions of the Fund's assets are allocated among sub-advisers. Hartford Funds Management Company, LLC (the "Investment Manager") is responsible for the management of the Fund and supervision of the Fund's sub-advisers: Wellington Management Company LLP ("Wellington Management"), and Schroders, comprised of Schroder Investment Management North America Inc. ("SIMNA") and Schroder Investment Management North America Limited ("SIMNA Ltd.," together with SIMNA, "Schroders"). Each sub-adviser manages its segment of the Fund's assets to correspond with its distinct investment style and strategy, as described below, in a manner consistent with the Fund's investment objective, strategies, and restrictions. The Investment Manager may allocate assets from or towards each sub-adviser from time to time and may reallocate assets between the sub-advisers. Wellington Management and Schroders act independently of each other and each uses its own methodology for selecting investments. The Fund may trade securities actively.

*Wellington Management:* For its portion of the Fund, Wellington Management uses fundamental research, bottom-up approach and analysis to identify companies it believes represent attractive investments and also address climate challenges and/or seek to improve the efficiency of resource consumption. In doing so, Wellington Management invests the Fund's assets in companies engaged in climate mitigation or adaptation solutions across the following categories, which could change over time: low carbon electricity, energy efficiency, low carbon transportation, water and resource management, and/or climate resilient infrastructure, or otherwise involved in seeking to address climate mitigation or adaptation. Companies offering climate mitigation or adaptation solutions are not necessarily low carbon emitters. Although Wellington Management may invest the Fund's assets across different sectors and countries, including emerging market issuers, and has no limit on the amount it may invest in any single sector or country, it generally can be expected to emphasize investments in the utilities and industrial sectors, as these sectors tend to include companies that address climate mitigation and adaptation and/or seek to improve the efficiency of resource consumption. The Fund may invest in securities of issuers of any market capitalization, including mid- capitalization and

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small-capitalization securities. In addition to its focus on climate stewardship, Wellington Management also may consider financially material environmental, social and/or governance ("ESG") characteristics (where available for a company) to assess the risk and return potential of a company.

*Schroders:* For its portion of the Fund, Schroders seeks to exploit opportunities in the securities of companies that it believes have already recognized threats posed by climate change and are embracing these challenges ahead of their peers, companies that form part of the solution to problems arising from climate change or companies that seek to benefit from efforts to accommodate or limit the impact of global climate change. These companies can typically be classified as contributing to one or more themes related to climate change, including clean energy, energy efficiency, environmental resources, sustainable transportation, and low carbon leaders. Schroders currently considers a company to be a low carbon leader if such company has a low carbon cost structure relative to peers or if such company's products/services/corporate cultures promote new, low carbon business models. Schroders relies on a fundamental, research-driven, bottom-up approach to identify issuers it believes will benefit from efforts to accommodate or limit the impact of global climate change and have the potential for capital growth. Schroders considers factors such as a company's potential for above average earnings growth, a security's attractive relative valuation, and whether a company has proprietary advantages. In addition, Schroders integrates financially material ESG characteristics (where available for an issuer) into their investment process. ESG characteristics are one of several factors that contribute to Schroders overall evaluation of the risk and return potential of an investment. Although Schroders may invest the Fund's assets across different sectors and countries, including emerging markets, and has no limit on the amount it may invest in any single sector or country, it generally can be expected to emphasize investments in the industrial sector, as this sector tends to include companies that are beneficiaries of efforts to mitigate or adapt to the impact of climate change.

**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.

**Multi-Manager Risk –** The Fund's performance depends on the ability of the Investment Manager in selecting, overseeing, and allocating Fund assets to the sub-advisers. The sub-advisers' investment styles may not be complementary. Wellington Management and Schroders make investment decisions independently of one another, and may make decisions that conflict with each other. For example, it is possible that one sub-adviser may purchase an investment for the Fund at the same time that the other sub-adviser sells the same investment, resulting in higher expenses without accomplishing any net investment result; or that the sub-advisers purchase the same investment at the same time, without aggregating their transactions, resulting in higher expenses. Moreover, the Fund's multi-manager approach may result in the Fund investing a significant percentage of its assets in certain types of investments, which could be beneficial or detrimental to the Fund's performance depending on the performance of those investments and the overall market environment.

**Active Investment Management Risk –** The risk that, if the sub-advisers' investment strategies do not perform as expected, the Fund could underperform its peers or lose money. Although each 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.

**Equity Risk –** The risk that the price of equity or equity related securities may decline due to changes in a company's financial condition and overall market and economic conditions.

**Mid Cap and Small Cap Securities Risk –** Investments in mid- and small-capitalization companies involve greater risks than investments in larger, more established companies. Many of these companies are young and have limited operating or business history. These securities may be subject to more abrupt or erratic price movements and may lack sufficient market liquidity, and these issuers often face greater business risks, including the risk of bankruptcy.

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**Large Cap Securities Risk –** The securities of large market capitalization companies may underperform other segments of the market because such companies may be less responsive to competitive challenges and opportunities and may be unable to attain high growth rates during periods of economic expansion.

**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.

**Emerging Markets Risk –** The risks related to investing in foreign securities are generally greater with respect to investments in companies that conduct their principal business activities in emerging markets or whose securities are traded principally on exchanges in emerging markets. The risks of investing in emerging markets include risks of illiquidity, increased price volatility, smaller market capitalizations, less government regulation and oversight, less extensive and less frequent accounting, financial, auditing and other reporting requirements, significant delays in settlement of trades, risk of loss resulting from problems in share registration and custody and substantial economic and political disruptions. In addition, the imposition of exchange controls (including repatriation restrictions), sanctions, confiscations, trade restrictions (including tariffs) and other government restrictions by the United States and other governments could cause losses to the Fund and/or negatively affect liquidity. Frontier markets are those emerging markets that are considered to be among the smallest, least mature and least liquid, and as a result, the risks of investing in emerging markets are magnified in frontier markets.

**Sector Risk –** The Fund's investments may be focused in securities of companies in the utilities and industrials sectors of the securities markets, which may cause the Fund's performance to be sensitive to developments affecting those sectors generally or companies in those sectors. The prices of securities in the utilities sector can be volatile and can be impacted significantly by supply and demand for services or fuel, financing costs, government regulation, conservation programs, commodity price fluctuations and other factors. Government regulation of utility companies may limit such companies' profits or the dividends they can pay to investors. In addition, utility companies may face regulatory restrictions with respect to expansion to new markets, limiting their potential. The prices of securities in the industrials sector can be volatile and can be impacted significantly by supply and demand for certain products and services, product obsolescence and product liability claims, government regulation, exchange rates, world events, general economic conditions and other factors. In addition, certain companies in the industrials sector may be cyclical and have occasional sharp price movements resulting from changes in the economy, fuel prices, labor agreements and insurance costs.

**Currency Risk –** The risk that the value of the Fund's investments in foreign securities or currencies will be affected by the value of the applicable currency relative to the U.S. dollar. When the Fund sells a foreign currency or foreign currency denominated security, its value may be worth less in U.S. dollars even if the investment increases in value in its local market. U.S. dollar-denominated securities of foreign issuers may also be affected by currency risk, as the revenue earned by issuers of these securities may also be affected by changes in the issuer's local currency.

**Climate Change Investment Focus Risk –** The Fund's focus on securities of issuers that seek opportunities to address or benefit from climate change may affect the Fund's exposure to certain sectors or types of investments. The Fund's relative investment performance may also be impacted depending on whether such sectors or investments are in or out of favor with the market. Certain investments may be dependent on U.S. and foreign government policies, including tax incentives and subsidies, as well as on political support for certain environmental initiatives and developments affecting companies focused on sustainable energy and climate change solutions generally. In addition, under certain market conditions, the Fund may underperform funds that invest in a broader array of investments. Further, the regulatory landscape with respect to climate change 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 climate change investing.

**Volatility Risk –** The Fund's investments may fluctuate in value over a short period of time. This may cause the Fund's net asset value per share to experience significant changes in value over short periods of time.

**Regional/Country Focus Risk –** To the extent that the Fund focuses its investments in a particular geographic region or country, the Fund may be subject to increased currency, political, regulatory, economic and other risks associated with that region or country. A natural or other disaster could occur in a geographic region in which the Fund invests,

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which could affect the economy or particular business operations of companies in the specific geographic region. As a result, the Fund may be subject to greater price volatility and risk of loss than a fund holding more geographically diverse investments.

**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.

**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>

Prior to November 8, 2019, reflect when the Fund pursued a modified strategy and Wellington Management served as the sole sub-adviser.

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.

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

![](g122990hfpcbarchart.jpg)

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| | | |
|:---|:---|:---|
| **During the periods shown in the chart above:** | **Returns** | **Quarter Ended** |
| **Best Quarter Return** | &nbsp;&nbsp; 24.89% | June 30, 2020 |
| **Worst Quarter Return** | &nbsp;&nbsp; -21.33% | March 31, 2020 |

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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.

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

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| | | | |
|:---|:---|:---|:---|
|  |  |  | Since Inception |
| Share Classes | 1 Year | 5 Years | (2/29/2016) |
| Class A – Return Before Taxes | &nbsp;&nbsp; 11.87% | &nbsp;&nbsp;&nbsp;&nbsp; 4.22% | &nbsp;&nbsp;&nbsp;&nbsp; 10.48% |
| &nbsp;&nbsp;&nbsp; – Return After Taxes on Distributions | &nbsp;&nbsp; 10.52% | &nbsp;&nbsp;&nbsp;&nbsp; 3.52% | &nbsp;&nbsp;&nbsp;&nbsp; 9.23% |
| &nbsp;&nbsp;&nbsp; – Return After Taxes on Distributions and Sale of Fund Shares | &nbsp;&nbsp; 8.02% | &nbsp;&nbsp;&nbsp;&nbsp; 3.20% | &nbsp;&nbsp;&nbsp;&nbsp; 8.19% |
| **Share Classes** (Return Before Taxes) |  |  |  |
| Class C | &nbsp;&nbsp; 16.47% | &nbsp;&nbsp;&nbsp;&nbsp; 4.61% | &nbsp;&nbsp;&nbsp;&nbsp; 10.53% |
| Class I | &nbsp;&nbsp; 18.68% | &nbsp;&nbsp;&nbsp;&nbsp; 5.71% | &nbsp;&nbsp;&nbsp;&nbsp; 11.43% |
| Class R3 | &nbsp;&nbsp; 18.05% | &nbsp;&nbsp;&nbsp;&nbsp; 5.23% | &nbsp;&nbsp;&nbsp;&nbsp; 11.14% |
| Class R4 | &nbsp;&nbsp; 18.07% | &nbsp;&nbsp;&nbsp;&nbsp; 5.47% | &nbsp;&nbsp;&nbsp;&nbsp; 11.23% |
| Class R5 | &nbsp;&nbsp; 18.80% | &nbsp;&nbsp;&nbsp;&nbsp; 5.79% | &nbsp;&nbsp;&nbsp;&nbsp; 11.46% |
| Class R6 | &nbsp;&nbsp; 18.98% | &nbsp;&nbsp;&nbsp;&nbsp; 5.92% | &nbsp;&nbsp;&nbsp;&nbsp; 11.59% |
| Class Y | &nbsp;&nbsp; 18.83% | &nbsp;&nbsp;&nbsp;&nbsp; 5.81% | &nbsp;&nbsp;&nbsp;&nbsp; 11.51% |
| Class F\* | &nbsp;&nbsp; 18.91% | &nbsp;&nbsp;&nbsp;&nbsp; 5.91% | &nbsp;&nbsp;&nbsp;&nbsp; 11.57% |
| MSCI ACWI Index (Net) (reflects reinvested dividends net of withholding taxes but <br> reflects no deduction for fees, expenses or other taxes)<br>| &nbsp;&nbsp; 22.34% | &nbsp;&nbsp;&nbsp;&nbsp; 11.19% | &nbsp;&nbsp;&nbsp;&nbsp; 12.67% |

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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-advisers are Wellington Management Company LLP ("Wellington Management") and Schroder Investment Management North America Inc. ("SIMNA"). The Fund's sub-sub-adviser for the portion of the Fund allocated to SIMNA is Schroder Investment Management North America Limited ("SIMNA Ltd.," together with SIMNA, "Schroders").

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| | | | |
|:---|:---|:---|:---|
| Sub-Advisers | Portfolio Managers | Title | &nbsp;&nbsp;&nbsp; Involved with <br> Fund Since<br>|
| Wellington Management | Alan Hsu | &nbsp;&nbsp;&nbsp; Managing Director, Global Industry Analyst, and <br> Equity Portfolio Manager<br>| 2016 |
| Wellington Management | G. Thomas Levering | &nbsp;&nbsp;&nbsp; Senior Managing Director and Global Industry <br> Analyst<br>| 2016 |
| Schroders | Simon Webber, CFA | Portfolio Manager | 2019 |
|  | Isabella Hervey-Bathurst | Portfolio Manager | 2021 |

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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 | &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 <br> Investment Plan ("AIP"), with recurring monthly investments of at <br> least $50<br>| $50 |
| Class R3, Class R4, Class R5 and Class R6 | No minimum initial investment |  |
| Class Y | &nbsp;&nbsp;&nbsp; $250,000<br> This requirement is waived when the shares are purchased <br> through omnibus accounts (or similar types of accounts).<br>|  |
| Class F | &nbsp;&nbsp;&nbsp; $1,000,000<br> This requirement is waived when the shares are purchased <br> through omnibus 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.

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

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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-CO_02272026

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