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Morningstar

Hartford Schroders Diversified Gr I HFIGX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 10.89  /  +0.74 %
  • Total Assets 56.0 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Limited
  • Status Open
  • TTM Yield —
  • Turnover 15%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 11:38 PM GMT+0

Morningstar’s Analysis HFIGX

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Hartford Schroders Diversified Gr I to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings HFIGX

More HFIGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ultra 10 Year US Treasury Note Future June 24

11.97 8.6 Mil
Government

iShares iBoxx $ Invmt Grade Corp Bd ETF

8.54 6.1 Mil
—

Future on E-mini S&P 500 Futures

6.28 4.5 Mil
—

United States Treasury Bills 0.01%

5.51 4.0 Mil
Government

United States Treasury Bills 0.01%

5.42 3.9 Mil
Government

United States Treasury Bills 0.01%

5.28 3.8 Mil
Government

iShares iBoxx $ High Yield Corp Bd ETF

3.73 2.7 Mil
—

Euro Stoxx 50 Jun24 Xeur 20240621

3.71 2.7 Mil
—

Topix Indx Futr Jun24 Xose 20240613

2.80 2.0 Mil
—

iShares JP Morgan EM Local Ccy Bd ETF

2.21 1.6 Mil
—