Morningstar

Hartford Schroders Diversified Opportunities Fund Class SDR HFSGX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $13.54  /  +0.74 %
  • Fund Size $170.8M
  • Adjusted Expense Ratio 0.710%
  • Net Expense Ratio 0.650%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Tactical Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 4.37%
  • Turnover Ratio 79%
NAV and 1-Day Return as of

Morningstar’s Analysis HFSGX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Schroders Diversified Opps SDR holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HFSGX

More HFSGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares iBoxx $ High Yield Corp Bd ETF

8.05 14M
—

iShares iBoxx $ Invmt Grade Corp Bd ETF

5.03 9M
—

Hartford Schroders Diversified Opps SDR

4.06 7M
—

B97syltg6 Cds Usd R V 03mevent 1 Ccpcdx

3.94 7M
Derivative

United States Treasury Bills 0.01%

3.92 7M
Government

Usd

2.81 5M
Cash and Equivalents

NVIDIA Corp

2.77 5M
Technology

United States Treasury Bills 0.01%

2.62 5M
Government

Apple Inc

2.40 4M
Technology

United States Treasury Bonds 2.375%

2.16 4M
Government

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