• Hartford Schroders International Multi-Cap Value Fund

Hartford Mutual Funds

  • International
  • Multi-Cap
  • Value

Hartford Schroders International Multi-Cap Value Fund

HFYSX

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on non-U.S. issuers that offer attractive valuations.

According to the investment team, an issuer is said to be located in a country if it is organized under the laws of and its equity securities are principally traded in that country.

The More

Price

Last Close

$9.23 ( +0.03 )

52 Week HL

$10.75 - $9.2

Net Assets

$2700 M

Expense Ratio

0.83 %

Sector Allocation

Feb 28, 2021

Top 10 Holdings

Mar 23, 2021

Company Name

  • Sanofi
  • Roche Holding
  • Astrazeneca PLC
  • Novartis AG
  • Unilever Plc

Holding

  • 1.25
  • 1.23
  • 1.20
  • 1.17
  • 1.17

Company Name

  • GlaxoSmithKline Plc
  • Astellas Pharma,
  • Royal Dutch
  • Equinor ASA
  • Ono Pharmaceutical
  • Total

Holding

  • 1.13
  • 1.11
  • 0.98
  • 0.88
  • 0.77
  • 10.89%

Manager

Name

Justin Abercrombie

Leadership

Single Manager

Tenure

2003

Advisor

Schroder Investment Management North America Inc.

Documents

Prospectus

Annual Reports

Website

Link

Performance

YTD

-10.4 %

3 Year

4.74%

5 Year

5.03%

Best

22.88%
2017

Worst

-15.68%
2018

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -1.5% 8.2% -28.2% 9.2% -0.3% 8.3% - - - - -
Q2 -9.3% 4.8% 15.4% -1.3% -3.1% 4.7% -100% - - - -
Q3 - -0.1% 2.1% -4% 2.2% 4.7% -100% - - - -
Q4 - 2.9% 16.5% 8.4% -12.7% 3.5% -0.5% - - - -

Returns +
Monthly

J F M A M J J A S O N D
2022 0.6% - -2% -1.5% -7.8% - - - - - - -
2021 0.4% 4.5% 3.1% 4.1% 1.8% -1.1% -1.3% 0.3% 1% -1.5% -3.9% 4.3%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
HFYSX -10%12%-2%15%-16%23%-----
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -10%-17%-17%-14%-9%4%-----

HFYSX S&P 500

Chart +