Skip to Content
Morningstar

Hartford Schroders Intl Multi-Cp Val SDR SIDRX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 9.84  /  +0.31 %
  • Total Assets 2.1 Bil
  • 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 5.0 Mil
  • Status Open
  • TTM Yield 2.83%
  • Turnover 112%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis SIDRX

Will SIDRX 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 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.

Successful process remains despite the changes in the underlying team.

Senior Analyst Francesco Paganelli

Francesco Paganelli

Senior Analyst

Summary

Hartford Schroders International Multi-Cap Value has new leaders, but their familiarity with this systematic value-oriented process—which works well with ex-US stocks—bodes well for investors.

by Francesco Paganelli
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SIDRX

More SIDRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

1.26 26.7 Mil
Technology

TotalEnergies SE

1.25 26.4 Mil
Energy

AstraZeneca PLC

1.17 24.7 Mil
Healthcare

Toyota Motor Corp

1.12 23.7 Mil
Consumer Cyclical

BHP Group Ltd

1.12 23.7 Mil
Basic Materials

Samsung Electronics Co Ltd

1.07 22.6 Mil
Technology

Mitsubishi UFJ Financial Group Inc

1.05 22.3 Mil
Financial Services

Allianz SE

1.03 21.8 Mil
Financial Services

Shell PLC

1.00 21.2 Mil
Energy

Alibaba Group Holding Ltd Ordinary Shares

0.98 20.8 Mil
Consumer Cyclical