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Hartford Emerging Markets Equity R4 HERSX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 8.90  /  0.22 %
  • Total Assets 395.2 Mil
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 1.450%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Diversified Emerging Mkts
  • Investment Style Large Value
  • Min. Initial Investment
  • Status Open
  • TTM Yield 3.08%
  • Turnover 79%

Morningstar’s Analysis HERSX

Will HERSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Hartford Emerging Markets Equity R4's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings HERSX

  • Current Portfolio Date
  • Equity Holdings 250
  • Bond Holdings 1
  • Other Holdings 29
  • % Assets in Top 10 Holdings 23.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.72
15,529,343
Communication Services
3.32
13,854,123
Consumer Cyclical
2.76
11,543,716
Technology

Usd

1.77
7,400,610
Cash and Equivalents
1.69
7,077,591
Technology
1.67
6,978,630
Financial Services
1.53
6,383,551
Financial Services
1.51
6,301,047
Communication Services