- Hartford Schroders International Stock Fund
Hartford Mutual Funds
- International
- Large-Cap
- Core
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
$14.7 ( -0.85 )
52 Week HL
$18.92 - $14.29
Net Assets
$4000 M
Expense Ratio
0.85 %
Sector Allocation
Feb 28, 2021Top 10 Holdings
Mar 23, 2021Company 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.
Performance
YTD
-18.5 %
3 Year
24.37%
5 Year
34.73%
Best
29.98%
2017
Worst
-18.47%
2022
Returns +
Quarterly
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Q1 | -7.9% | 4.2% | -20.4% | 11.1% | -0.7% | 9.1% | - | - | - | - | - |
Q2 | -8.8% | 4.8% | 22.4% | 1.9% | 0.2% | 6.7% | -100% | - | - | - | - |
Q3 | - | 3.7% | 9.3% | -3% | 2.3% | 8% | -100% | - | - | - | - |
Q4 | - | 1.8% | 17% | 10.6% | -12.1% | 3.4% | -3.1% | - | - | - | - |
Returns +
Monthly
J | F | M | A | M | J | J | A | S | O | N | D | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | -2.3% | -4.1% | -1.8% | -6.6% | -5.2% | - | - | - | - | - | - | - |
2021 | 0.1% | 2.3% | 1.7% | 3.8% | 1.8% | -0.8% | -0.4% | 2.5% | 1.6% | -0.9% | -4.6% | 1.9% |
+
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|
HSWYX | -19% | 9% | 25% | 24% | -12% | 30% | - | - | - | - | - |
S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
Alpha | -19% | -19% | 9% | -5% | -6% | 11% | - | - | - | - | - |