Morningstar

Hartford Emerging Markets Equity Fund Class R3 HERRX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $14.47  /  +0.70 %
  • Fund Size $646.7M
  • Adjusted Expense Ratio 1.700%
  • Net Expense Ratio 1.700%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Medium
  • Morningstar Category Diversified Emerging Mkts
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.96%
  • Turnover Ratio 109%
NAV and 1-Day Return as of

Morningstar’s Analysis HERRX

Will HERRX outperform in the 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 HERRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Emerging Markets Equity R3 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HERRX

More HERRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

13.85 96M
Technology

Samsung Electronics Co Ltd

7.92 55M
Technology

SK hynix Inc

4.76 33M
Technology

MediaTek Inc

1.91 13M
Technology

Delta Electronics Inc

1.80 12M
Technology

Usd

1.72 12M
Cash and Equivalents

Tencent Holdings Ltd

1.60 11M
Communication Services

Bank Of China Ltd Class H

1.54 11M
Financial Services

HCL Technologies Ltd

1.10 8M
Technology

Kia Corp

0.99 7M
Consumer Cyclical

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