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Morningstar

Hartford International Equity R3 HDVRX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.21  /  0.36 %
  • Total Assets 681.5 Mil
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.240%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.44%
  • Turnover 27%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 12:02 AM GMT+00:00

Morningstar’s Analysis HDVRX

Will HDVRX 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 HDVRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HDVRX 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 HDVRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Hartford International Equity R3 earns a Morningstar Quantitative Rating of Neutral with strength in areas such as People offset by weaker spots such as Process. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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