• Hartford Schroders International Stock Fund

Hartford Mutual Funds

  • International
  • Large-Cap
  • Core

Hartford Schroders International Stock Fund

HSWRX

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

$14.56 ( -0.32 )

52 Week HL

$18.68 - $14.15

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

-18.4 %

3 Year

10.68%

5 Year

33.47%

Best

29.57%
2017

Worst

-18.38%
2022

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -8.1% 4% -20.5% 11% -0.8% 9% - - - - -
Q2 -9.6% 4.6% 22.2% 1.8% 0.2% 6.6% -100% - - - -
Q3 - -1.6% 9.1% -3.1% 2.3% 7.9% -100% - - - -
Q4 - 2% 17.2% 10.6% -12.1% 3.4% -3.1% - - - -

Returns +
Monthly

J F M A M J J A S O N D
2022 -2.5% -4% -1.9% -7.6% -3.9% - - - - - - -
2021 0.1% 2.3% 1.6% 3.8% 1.7% -0.9% -0.5% 2.5% -3.6% 4.3% -4.6% 2.5%

+
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
HSWRX -18%9%24%24%-13%30%-----
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -18%-19%9%-5%-6%11%-----

HSWRX S&P 500

Chart +