• Hartford Schroders International Stock Fund

Hartford Mutual Funds
INT, Large-Cap Core

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Hartford Schroders International Stock Fund

HSWTX

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 team also considers an issuer that is domiciled and has its principal place of business located in that country and is principally traded in that country.

Lastly, the team determines if the issuer has more than 50% of its assets in, or derives more than 50% of its revenues from, that country.

The team assesses a company’s potential for above average earnings growth, relative valuation, and whether a company has proprietary advantages.

Additionally, the research team integrates environmental, social and governance factors as part of its process.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

Also, the fund may invest in companies domiciled in emerging markets as a percentage of its net assets up to the greater of 25% or the weight of emerging markets in the Index plus 10%.

Strategy Process Research Risk Philosophy

Price

Last Close

$18.7 ( +0.15 )

52 Week HL

$18.7 - $13.68

Net Assets

$2900 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

Fact Sheet

Annual Reports

Website

Link

Performance

YTD

13.2 %

3 Year

74.3%

5 Year

98.21%

Best

29.82%
2017

Worst

-12.4%
2018

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 4.2% -20.4% 11% -0.7% 9% - - - - - -
Q2 4.8% 21.8% 1.9% 0.2% 6.8% -100% - - - - -
Q3 3.7% 8.7% -3% 2.3% 7.9% -100% - - - - -
Q4 - 17.1% 10.4% -12.1% 3.4% -3.1% - - - - -

Returns +
Monthly

J F M A M J J A S O N D
2021 0.1% 2.3% 1.7% 3.8% 1.8% -0.8% -0.4% 2.6% 1.5% - - -
2020 -3% -5.5% -13.2% 8.4% 7% 5.1% 6.9% 4.9% -2.2% -2.5% 13.6% 5.6%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    0%16%29%-6%19%8%-1%14%29%13%0%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
HSWTX 13%25%24%-12%30%------
S&P 500 -16%29%-6%19%8%-1%14%29%13%-
Alpha 13%9%-5%-6%11%------

HSWTX S&P 500

Chart +