• Hartford Schroders International Stock Fund

Hartford Mutual Funds

  • International
  • Large-Cap
  • Core

Hartford Schroders International Stock Fund

HSWFX

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 exhibit capital growth potential.

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

The More

Price

Last Close

$14.67 ( -0.33 )

52 Week HL

$18.89 - $14.26

Net Assets

$4000 M

Expense Ratio

0.85 %

Sector Allocation

Feb 28, 2021

Top 10 Holdings

Mar 23, 2021

Company Name

  • Hartford Schroders
  • Tencent Holdings
  • Alibaba Group
  • Samsung Electronics
  • ASML Holding

Holding

  • 3.97
  • 3.61
  • 3.35
  • 3.25
  • 3.23

Company Name

  • Royal Dutch
  • AIA Group
  • Intesa Sanpaolo
  • Sony Corp
  • Nestle S.A
  • Total

Holding

  • 2.70
  • 2.50
  • 2.44
  • 2.40
  • 2.34
  • 29.79%

Manager

Name

Simon Webber

Leadership

Single Manager

Tenure

2003

Advisor

Schroder Investment Management North America Inc.

Documents

Prospectus

Annual Reports

Website

Link

Performance

YTD

-19.2 %

3 Year

11.18%

5 Year

35.03%

Best

24.47%
2020

Worst

-19.21%
2022

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -8.9% 4.1% -20.5% 11% -0.7% - - - - - -
Q2 -12.1% 4.9% 22.4% 2% 0.2% 6.8% - - - - -
Q3 - 3.7% 9.3% -2.9% 2.3% 8% - - - - -
Q4 - 3.1% 17% 10.4% -12% 3.4% - - - - -

Returns +
Monthly

J F M A M J J A S O N D
2022 -1.9% -6.8% -0.4% -7.8% -4.7% - - - - - - -
2021 0.1% 2.3% 1.7% 3.9% 1.8% -0.8% -0.4% 2.6% 1.5% -1% -4.4% 3.1%

+
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
HSWFX -19%11%25%24%-12%------
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -19%-18%9%-5%-6%------

HSWFX S&P 500

Chart +