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Morningstar

Hartford Schroders International Stk R3 HSWRX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 16.49  /  −0.66 %
  • Total Assets 5.8 Bil
  • Adj. Expense Ratio
    1.390%
  • Expense Ratio 1.390%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.71%
  • Turnover 28%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis HSWRX

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

  • People Pillar

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

A strong management team and sound investment process underpin Hartford Schroders International Stk R3's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HSWRX

More HSWRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SAP SE

3.93 229.9 Mil
Technology

ASML Holding NV

3.79 221.6 Mil
Technology

Novo Nordisk A/S Class B

3.58 209.6 Mil
Healthcare

Schneider Electric SE

3.30 193.1 Mil
Industrials

Samsung Electronics Co Ltd

3.06 179.0 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd

3.04 177.5 Mil
Technology

Shell PLC

2.77 162.1 Mil
Energy

RELX PLC

2.69 157.1 Mil
Industrials

Siemens AG

2.58 150.7 Mil
Industrials

Usd

2.47 144.4 Mil
Cash and Equivalents