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Morningstar

Hartford Schroders China A F HSHFX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 9.14  /  0.00
  • Total Assets 17.7 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category China Region
  • Investment Style Large Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.55%
  • Turnover 66%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:15 PM GMT+0

Morningstar’s Analysis HSHFX

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

  • People Pillar

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

Hartford Schroders China A F’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HSHFX

More HSHFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ping An Insurance (Group) Co. of China Ltd Class A

6.57 1.2 Mil
Financial Services

China Merchants Bank Co Ltd Class A

3.78 701,102
Financial Services

Contemporary Amperex Technology Co Ltd Class A

3.64 676,138
Industrials

Kweichow Moutai Co Ltd Class A

3.35 621,622
Consumer Defensive

Wanhua Chemical Group Co Ltd Class A

2.75 510,266
Basic Materials

Wuxi AppTec Co Ltd Class A

2.65 492,715
Healthcare

Shenzhen Sunlord Electronics Co Ltd Class A

2.65 491,444
Technology

Satellite Chemical Co Ltd Class A

2.64 489,986
Basic Materials

Hubei Dinglong Co Ltd Class A

2.62 486,187
Basic Materials

Micro-Tech (Nanjing) Co Ltd Class A

2.54 470,918
Healthcare