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Morningstar

Hartford Schroders US Small Cap Opps SDR SCURX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 29.96  /  +0.71 %
  • Total Assets 275.2 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 0.23%
  • Turnover 42%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:17 PM GMT+0

Morningstar’s Analysis SCURX

Will SCURX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCURX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCURX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCURX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Schroders CEO Peter Harrison to Retire After More Than Eight Years at the Helm

null Lena Tsymbaluk

Lena Tsymbaluk

Analyst Note

On April 24, 2024, Schroders announced that after eight years in the top role, Peter Harrison signaled his intention to retire as the group's CEO in 2025. Harrison joined Schroders in March 2013 and became CEO in April 2016. Before his current role, he was the global head of investment. The group will now launch a thorough and extensive search for his successor. The board anticipates an orderly transition during 2025, and Harrison will remain as a director of the company throughout this period. The news on Harrison's retirement does not impact our view on the Schroders strategies we rate, and the Parent rating remains Above Average. We will continue monitoring the firm in terms of any announcements or decisions regarding the composition of the executive leadership team.

by Lena Tsymbaluk
Published on

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Portfolio Holdings SCURX

More SCURX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Consumer Cyclical