Hartford Schroders International Multi-Cap Value Fund Class SDR SIDRX

Morningstar Medalist Rating
  • NAV / 1-Day Return$15.48  /  −0.83%
  • Fund Size$3.7B
  • Adjusted Expense Ratio0.750%
  • Net Expense Ratio0.750%
  • Fee Level: DistributionAverage
  • Share Class TypeRetirement, Large
  • Morningstar CategoryForeign Large Value
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$5M
  • Investment StatusOpen
  • TTM Yield2.85%
  • Turnover Ratio120%

Morningstar’s Analysis SIDRX

Will SIDRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

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Portfolio Holdings SIDRX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings17.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Samsung Electronics Co Ltd

3.85146M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

3.59136M
Technology

HSBC Holdings PLC

1.8670M
Financial Services

Shell PLC

1.5157M
Energy

Mitsubishi UFJ Financial Group Inc

1.2949M
Financial Services

Roche Holding AG

1.2146M
—

Novartis AG Registered Shares

1.1845M
Healthcare

The Toronto-Dominion Bank

1.1744M
Financial Services

Allianz SE

1.1443M
Financial Services

Banco Bilbao Vizcaya Argentaria SA

1.1343M
Financial Services

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