Morningstar

Hartford Schroders International Multi-Cap Value Fund Class SDR SIDRX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 16.20  /  +0.68 %
  • Total Assets 3.7B
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 2.74%
  • Turnover 120%

USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:11 AM GMT+0

Morningstar’s Analysis SIDRX

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

  • People Pillar

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

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.

by Francesco Paganelli
Rated on Published on

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Portfolio Holdings SIDRX

More SIDRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Samsung Electronics Co Ltd

4.31 155M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

3.74 134M
Technology

HSBC Holdings PLC

1.80 64M
Financial Services

Nestle SA

1.59 57M
Consumer Defensive

The Toronto-Dominion Bank

1.35 48M
Financial Services

Novartis AG Registered Shares

1.26 45M
Healthcare

Mitsubishi UFJ Financial Group Inc

1.23 44M
Financial Services

Allianz SE

1.19 43M
Financial Services

Roche Holding AG

1.17 42M
—

Royal Bank of Canada

1.00 36M
Financial Services

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