Morningstar

Hartford Schroders International Multi-Cap Value Fund Class F HFYFX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 16.65  /  +0.24 %
  • Total Assets 3.9B
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.740%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 2.68%
  • Turnover 120%

USD | NAV as of Sep 05, 2026 | 1-Day Return as of Sep 05, 2026, 9:58 AM GMT+0

Morningstar’s Analysis HFYFX

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

  • People Pillar

    The People Pillar is our evaluation of the HFYFX 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 HFYFX’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

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Portfolio Holdings HFYFX

More HFYFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

3.40 126M
Technology

Samsung Electronics Co Ltd

3.34 124M
Technology

HSBC Holdings PLC

2.06 76M
Financial Services

Shell PLC

1.42 53M
Energy

Roche Holding AG

1.39 52M
—

Nestle SA

1.39 51M
Consumer Defensive

Usd

1.35 50M
Cash and Equivalents

Mitsubishi UFJ Financial Group Inc

1.27 47M
Financial Services

Novartis AG Registered Shares

1.22 45M
Healthcare

Allianz SE

1.21 45M
Financial Services

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