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Morningstar

Hartford Schroders Diversified Gr SDR HFSGX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 11.27  /  +0.09 %
  • Total Assets 74.6 Mil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level 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 May 21, 2024 | 1-Day Return as of May 21, 2024, 12:03 AM GMT+0

Morningstar’s Analysis HFSGX

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

  • People Pillar

    The People Pillar is our evaluation of the HFSGX 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 HFSGX’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 SDR to 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-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings HFSGX

More HFSGX 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
—