Morningstar

Hartford Schroders International Stock Fund Class R5 HSWTX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $23.21  /  +0.22 %
  • Fund Size $8.8B
  • Adjusted Expense Ratio 0.790%
  • Net Expense Ratio 0.790%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 2.54%
  • Turnover Ratio 35%
NAV and 1-Day Return as of

Morningstar’s Analysis HSWTX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Schroders International Stk R5 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HSWTX

More HSWTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

8.11 727M
Technology

ASML Holding NV

4.74 425M
Technology

Samsung Electronics Co Ltd

3.72 334M
Technology

Recruit Holdings Co Ltd

3.56 319M
Communication Services

SAP SE

2.92 262M
Technology

Roche Holding AG

2.87 257M
—

Shell PLC

2.84 254M
Energy

HSBC Holdings PLC

2.75 246M
Financial Services

Mitsubishi UFJ Financial Group Inc

2.73 245M
Financial Services

The Toronto-Dominion Bank

2.29 205M
Financial Services

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