# Hartford Funds

> Hartford Funds is a Wayne, Pennsylvania-based asset manager serving financial professionals and individual investors through mutual funds, ETFs, and the SMART529 college savings plan. Its unusual operating model separates product design, risk oversight, and distribution from much of the day-to-day portfolio management, which is delegated to institutional specialists including Wellington Management and Schroders. That partnership-led model helped the firm reach approximately $160.2 billion in advisory assets by April 2026 and now sits at the center of a pending acquisition by Wellington.

- **Founded:** 1996
- **Headquarters:** Wayne, Pennsylvania, United States
- **Team size:** 201-500 employees; additional company data reports approximately 410 employees
- **Products:** Mutual funds, Systematic ETFs, SMART529, Advisor practice-management resources
- **Notable:** Reached approximately $160.2 billion in discretionary and non-discretionary advisory assets as of April 30, 2026., Built a lineup of more than 60 mutual funds and ETFs across equity, fixed income, and multi-strategy categories., Generated $1.113 billion in 2025 total revenue and $213 million in net income for The Hartford's funds segment.

## Products & services

- **Mutual funds** — Actively managed equity, fixed-income, balanced, allocation, and multi-strategy funds, many subadvised by Wellington Management or Schroders.
- **Systematic ETFs** — Rules-based equity and fixed-income ETFs, including risk-optimized and multifactor strategies developed through Hartford Funds and Lattice Strategies.
- **SMART529** — A West Virginia-sponsored college savings plan with age-based, static, and individual investment options for education goals.
- **Advisor practice-management resources** — Research, client conversation tools, and coaching for financial professionals, including longevity-planning material developed with MIT AgeLab.

## Achievements

- Reached approximately $160.2 billion in discretionary and non-discretionary advisory assets as of April 30, 2026.
- Built a lineup of more than 60 mutual funds and ETFs across equity, fixed income, and multi-strategy categories.
- Generated $1.113 billion in 2025 total revenue and $213 million in net income for The Hartford's funds segment.
- Expanded from active mutual funds into systematic ETFs beginning in 2015.
- Sustained a strategic relationship with Wellington Management for more than four decades.

## Latest updates

- **2026-06** — Wellington Management agreed to acquire Hartford Funds from The Hartford. The companies expect the transaction to close in the first quarter of 2027, subject to regulatory and fund approvals; Hartford Funds would then operate under the Wellington brand.
- **2026-04** — Hartford Funds reported approximately $160.2 billion in advisory assets as of April 30, 2026.
- **2026-03** — The firm's FundScope materials reported roughly $154 billion in assets and more than 60 mutual funds and ETFs as of March 31, 2026.
- **2026-02** — Parent company reporting showed 2025 Hartford Funds revenue of $1.113 billion, net income of $213 million, and year-end AUM of $154.229 billion.
- **2025-12** — Year-end mutual fund and ETF AUM reached $142.969 billion, while annual net outflows totaled $3.714 billion.

## Links

- Website: https://www.hartfordfunds.com/
- LinkedIn: https://www.linkedin.com/company/hartford-funds
- Twitter/X: https://twitter.com/hartfordfunds
- Instagram: https://www.instagram.com/hartfordfunds/
- Facebook: https://www.facebook.com/HartfordFunds/

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Profile page: https://yespress.io/hartford-funds
Published by YesPress — https://yespress.io
Last updated: 2026-08-13