Nasdaq - Delayed Quote USD

Hartford Schroders China A Y (HSHYX)

11.03 +0.27 (+2.51%)
At close: 8:00 PM EST

Investment Information

Min Initial Investment
2,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
2.5
Min Subsequent Investment
250
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Schwab Institutional
  • Vanguard
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Ameriprise Brokerage
  • Ameriprise SPS Advantage
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Ameriprise Financial
  • Securities America Inc.
  • Vanguard TF
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Ameriprise SPS Advisor
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in China A shares and other instruments that have similar economic characteristics to such securities. It may also invest in China A shares through the Qualified Foreign Institutional Investor and Renminbi Qualified Foreign Institutional Investor systems (collectively, the "QFII Programs") once the appropriate license is obtained or through other means of access which may become available in the future. The fund is non-diversified.

Fund Overview

Category China Region
Fund Family Hartford Mutual Funds
Net Assets 15.94M
YTD Return 5.92%
Yield 0.37%
Morningstar Rating
Inception Date Mar 31, 2020

Performance & Risk

YTD Return 10.63%
5y Average Return 0.00%
Rank in Category (ytd) 77
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.68
Morningstar Risk Rating

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