Hartford Schroders International Stk A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Hartford Schroders International Stock Fund Class A SCVEX
- NAV / 1-Day Return $24.02 / +0.21 %
- Fund Size $8.8B
- Adjusted Expense Ratio 1.050%
- Net Expense Ratio 1.050%
- Fee Level: Distribution Below Average
- Share Class Type Front Load
- Morningstar Category Foreign Large Blend
- Equity Style Box (Funds) Large Blend
- Minimum Initial Investment $2,000
- Investment Status Open
- TTM Yield 2.20%
- Turnover Ratio 35%
Morningstar’s Analysis SCVEX
Will SCVEX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |