Morningstar

Hartford Schroders International Multi-Cap Value Fund Class C HFYCX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 15.75  /  −0.88 %
  • Total Assets 3.7B
  • Adj. Expense Ratio
    1.870%
  • Expense Ratio 1.870%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.73%
  • Turnover 120%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis HFYCX

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

  • People Pillar

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

The strategy’s edge lies in its distinctive, value-oriented, and risk-aware systematic process.

Principal Francesco Paganelli

Francesco Paganelli

Principal

Summary

Hartford Schroders International Multi-Cap Value is run by experienced skippers with deep familiarity with this robust and distinctive systematic process that has proved effective in ex-US markets and continues to underpin the strategy’s appeal. It continues to earn a People Pillar rating of Average, while Process remains Above Average.

by Francesco Paganelli
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HFYCX

More HFYCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Samsung Electronics Co Ltd

3.62 140M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

3.37 130M
Technology

HSBC Holdings PLC

1.89 73M
Financial Services

Shell PLC

1.33 51M
Energy

Roche Holding AG

1.33 51M
—

Mitsubishi UFJ Financial Group Inc

1.26 49M
Financial Services

Allianz SE

1.23 48M
Financial Services

The Toronto-Dominion Bank

1.18 46M
Financial Services

Novartis AG Registered Shares

1.13 44M
Healthcare

Nestle SA

1.11 43M
Consumer Defensive

Sponsor Center