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Morningstar

Hartford International Equity Y HDVYX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 12.33  /  0.00
  • Total Assets 644.1 Mil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • 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 2.27%
  • Turnover 23%

USD | NAV as of May 07, 2024 | 1-Day Return as of May 07, 2024, 10:22 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's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HDVYX

More HDVYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Spi 200 Futures Jun24 Xsfe 20240620

2.73 18.1 Mil
—

Taiwan Semiconductor Manufacturing Co Ltd

2.65 17.6 Mil
Technology

Usd

2.61 17.3 Mil
Cash and Equivalents

Samsung Electronics Co Ltd

1.42 9.4 Mil
Technology

Schneider Electric SE

1.32 8.7 Mil
Industrials

AstraZeneca PLC

1.15 7.6 Mil
Healthcare

Tencent Holdings Ltd

1.09 7.2 Mil
Communication Services

Airbus SE

1.02 6.8 Mil
Industrials

Capgemini SE

1.00 6.6 Mil
Technology

Heineken NV

0.95 6.3 Mil
Consumer Defensive