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Hartford Schroders International Stk Y (HSWYX)

18.01 +0.07 (+0.39%)
At close: 8:00 PM EST

Fund Summary

The fund normally invests at least 65% of its total assets in equity securities of companies located outside the United States and at least 80% of its assets in common and preferred stock and securities convertible into common stock, including derivative investments that provide exposure to such securities.

Hartford Schroders International Stk Y

Hartford CT 06104-2999
P O Box 2999

Fund Overview

Category Foreign Large Blend
Fund Family Hartford Mutual Funds
Net Assets 6.69B
YTD Return 9.46%
Yield 1.12%
Morningstar Rating
Inception Date Oct 24, 2016

Fund Operations

Last Dividend 0.21
Last Cap Gain -8.00
Holdings Turnover 28.00%
Average for Category --

Fees & Expenses

Expense HSWYX Category Average
Annual Report Expense Ratio (net) 0.80% 0.92%
Prospectus Net Expense Ratio 0.80% --
Prospectus Gross Expense Ratio 0.80% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.28%
Max Deferred Sales Load -- 1.46%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

James R. Gautrey, CFA, Portfolio Manager at Schroders. He has worked in investment management for Schroders since 2001, has managed assets since 2014, and has co-managed a portion of the Portfolio since December 2020. Education: B.Sc., University College London.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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