Morningstar

Hartford Schroders International Multi-Cap Value Fund Class R4 HFYSX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 15.51  /  −0.58 %
  • Total Assets 3.6B
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.45%
  • Turnover 120%

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

Morningstar’s Analysis HFYSX

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

  • People Pillar

    The People Pillar is our evaluation of the HFYSX 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 HFYSX’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 HFYSX

More HFYSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Samsung Electronics Co Ltd

3.96 144M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

3.41 124M
Technology

Usd

2.41 87M
Cash and Equivalents

Msci Eafe Jun26 Ifus 20260619

1.85 67M
—

HSBC Holdings PLC

1.82 66M
Financial Services

Nestle SA

1.43 52M
Consumer Defensive

The Toronto-Dominion Bank

1.18 43M
Financial Services

Novartis AG Registered Shares

1.16 42M
Healthcare

Mitsubishi UFJ Financial Group Inc

1.14 41M
Financial Services

Roche Holding AG

1.14 41M
—

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