Skip to Content
Morningstar

Hartford International Equity Y HDVYX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 10.87  /  0.09 %
  • Total Assets 606.9 Mil
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.640%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 2.81%
  • Turnover 27%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis HDVYX

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

People Pillar

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

Hartford International Equity Y earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HDVYX

More HDVYX Holdings
  • Current Portfolio Date
  • Equity Holdings 411
  • Bond Holdings 0
  • Other Holdings 34
  • % Assets in Top 10 Holdings 13.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Spi 200 Futures Sep23 Xsfe 20230921

2.12
13,670,125
—

Taiwan Semiconductor Manufacturing Co Ltd

2.11
13,584,291
Technology

Usd

2.02
12,969,091
Cash and Equivalents

Tencent Holdings Ltd

1.52
9,786,839
Communication Services

AstraZeneca PLC

1.32
8,496,845
Healthcare

Samsung Electronics Co Ltd

1.29
8,277,966
Technology

Schneider Electric SE

1.21
7,789,992
Industrials

Heineken NV

1.05
6,782,761
Consumer Defensive

Shell PLC

1.04
6,659,995
Energy

Novartis AG Registered Shares

1.00
6,444,491
Healthcare