Skip to Content
Morningstar

Hartford Schroders Intl Multi-Cp Val A SIDVX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 9.37  /  0.75 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.110%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 3.60%
  • Turnover 101%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:24 PM GMT+0

Morningstar’s Analysis SIDVX

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

People Pillar

The People Pillar is our evaluation of the SIDVX 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 SIDVX’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 SIDVX

More SIDVX Holdings
  • Current Portfolio Date
  • Equity Holdings 497
  • Bond Holdings 0
  • Other Holdings 31
  • % Assets in Top 10 Holdings 12.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Msci Eafe Dec23 Ifus 20231215

1.68
38,889,770
—

Ms Liq Treas Sec Port Inst C S Ms Liq Treas Sec Port Inst

1.64
37,952,741
Cash and Equivalents

Shell PLC

1.29
29,868,256
Energy

AstraZeneca PLC

1.26
29,298,020
Healthcare

TotalEnergies SE

1.23
28,596,621
Energy

Taiwan Semiconductor Manufacturing Co Ltd

1.22
28,222,570
Technology

Unilever PLC

1.21
28,087,358
Consumer Defensive

Novartis AG Registered Shares

1.21
27,974,179
Healthcare

Alibaba Group Holding Ltd Ordinary Shares

1.12
25,953,879
Consumer Cyclical

Sanofi SA

1.08
24,963,724
Healthcare