Morningstar

Hartford Schroders International Stock Fund Class R4 HSWSX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $23.09  /  −0.47 %
  • Fund Size $8.9B
  • Adjusted Expense Ratio 1.110%
  • Net Expense Ratio 1.110%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 2.24%
  • Turnover Ratio 35%
NAV and 1-Day Return as of

Morningstar’s Analysis HSWSX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Schroders International Stk R4 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HSWSX

More HSWSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

7.33 691M
Technology

ASML Holding NV

4.23 398M
Technology

Recruit Holdings Co Ltd

3.56 336M
Communication Services

Samsung Electronics Co Ltd

3.37 318M
Technology

SAP SE

2.89 273M
Technology

Roche Holding AG

2.83 267M
—

Compagnie Financiere Richemont SA

2.70 254M
Consumer Cyclical

Shell PLC

2.59 244M
Energy

HSBC Holdings PLC

2.54 239M
Financial Services

Mitsubishi UFJ Financial Group Inc

2.52 238M
Financial Services

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