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Morningstar

Hartford International Equity R5 HDVTX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.79  /  0.41 %
  • Total Assets 675.7 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.630%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.46%
  • Turnover 27%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 12:16 AM GMT+00:00

Morningstar’s Analysis HDVTX

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

People Pillar

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

Summary

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Hartford International Equity R5 earns a Morningstar Quantitative Rating of Neutral with strength in areas such as People offset by weaker spots such as Process. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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