Morningstar

Hartford International Value Fund Class R4 HILSX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return —  /  —
  • Fund Size $15.8B
  • Adjusted Expense Ratio 1.190%
  • Net Expense Ratio 1.190%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Foreign Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 2.50%
  • Turnover Ratio 19%

Morningstar’s Analysis HILSX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford International Value R4 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings HILSX

More HILSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC

2.64 423M
Energy

UniCredit SpA

2.16 345M
Financial Services

British American Tobacco PLC

1.97 316M
Consumer Defensive

Standard Chartered PLC

1.94 311M
Financial Services

TotalEnergies SE

1.90 303M
Energy

GSK PLC

1.79 286M
Healthcare

Societe Generale SA

1.79 286M
Financial Services

BP PLC

1.57 251M
Energy

ABN AMRO Bank NV

1.52 244M
Financial Services

BNP Paribas Act. Cat.A

1.48 237M
Financial Services

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