Morningstar

Hartford Schroders International Contrarian Value Fund Class C HFAEX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 18.52  /  −0.91 %
  • Total Assets 236.1M
  • Adj. Expense Ratio
    1.950%
  • Expense Ratio 1.300%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 2.26%
  • Turnover 38%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 12:11 AM GMT+0

Morningstar’s Analysis HFAEX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Schroders Intl Cntrrn Val C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings HFAEX

More HFAEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

4.30 10M
Cash and Equivalents

Sanofi SA

2.67 6M
Healthcare

The Swatch Group AG Bearer Shares

2.59 6M
Consumer Cyclical

GSK PLC

2.57 6M
Healthcare

Standard Chartered PLC

2.50 6M
Financial Services

Evonik Industries AG

2.42 6M
Basic Materials

ABN AMRO Bank NV

2.39 6M
Financial Services

Societe Generale SA

2.35 6M
Financial Services

Continental AG

2.13 5M
Consumer Cyclical

Henkel AG & Co KGaA Participating Preferred

2.13 5M
Consumer Defensive

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