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Hartford Schroders Intl Multi-Cp Val I (SIDNX)

9.86 +0.04 (+0.41%)
As of 8:05 AM EDT. Market Open.

Fund Summary

The fund normally invests at least 80% of its total assets in a diversified portfolio of equity securities, or derivative investments that provide exposure to equity securities, of companies located outside of the United States that the fund's sub-advisers consider to offer attractive valuations. It invests in a variety of countries throughout the world including emerging market countries and may, from time to time, invest more than 25% of its assets in any one country or group of countries. The fund may invest in companies of any market capitalization.

Hartford Schroders Intl Multi-Cp Val I

Hartford CT 06104-2999
P O Box 2999

Fund Overview

Category Foreign Large Value
Fund Family Hartford Mutual Funds
Net Assets 2.15B
YTD Return 6.15%
Yield 2.72%
Morningstar Rating
Inception Date Aug 30, 2006

Fund Operations

Last Dividend 0.04
Last Cap Gain -12.00
Holdings Turnover 112.00%
Average for Category --

Fees & Expenses

Expense SIDNX Category Average
Annual Report Expense Ratio (net) 0.86% 1.03%
Prospectus Net Expense Ratio 0.86% --
Prospectus Gross Expense Ratio 0.86% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.24%
Max Deferred Sales Load -- 1.23%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Lukas joined the QEP Investment Team in 2017. Prior to this Lukas spent ten years with State Street Global Advisors where he was a Senior Portfolio Manager, focusing on absolute return and benchmark agnostic equity strategies. Lukas’ investment career commenced in 2005. He holds a BA (Hons) in Business Administration from the International University Concordia Audentes, Estonia, and an MSc (Merit) in Investments from the University of Birmingham. He is also a CFA Charterholder.

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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