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Morningstar

Hartford Schroders Diversified EmMktsSDR HSDEX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 8.25  /  +1.10 %
  • Total Assets 60.4 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 1.72%
  • Turnover 121%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:18 PM GMT+0

Morningstar’s Analysis HSDEX

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

  • People Pillar

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

Hartford Schroders Diversified EmMktsSDR's Average Process Pillar and People Pillar ratings result in 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
Rated on Published on

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Portfolio Holdings HSDEX

More HSDEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

9.76 6.0 Mil
Technology

Samsung Electronics Co Ltd

6.42 4.0 Mil
Technology

Tencent Holdings Ltd

4.70 2.9 Mil
Communication Services

Alibaba Group Holding Ltd Ordinary Shares

2.66 1.6 Mil
Consumer Cyclical

SK Hynix Inc

2.42 1.5 Mil
Technology

Reliance Industries Ltd

1.89 1.2 Mil
Energy

ICICI Bank Ltd

1.82 1.1 Mil
Financial Services

MediaTek Inc

1.71 1.1 Mil
Technology

Petroleo Brasileiro SA Petrobras Participating Preferred

1.11 683,079
Energy

Vale SA

1.02 628,264
Basic Materials