Effective 5/1/25, the Fund’s name will change to Hartford Schroders Diversified Opportunities Fund. Please see the prospectus supplement dated February 28, 2025 for additional information.
Globally Diversified
Designed to take advantage of different market environments by being diversified across industries and sectors
Dynamic Allocations
The managers believe that dynamic, high-conviction asset allocation can help to reduce overall risk and enhance returns
Sub-advised by Schroders
With 200+ years of experience, Schroders actively invests across public and private markets around the globe
Objective: The Fund seeks long-term total return.
The portfolio managers are supported by the full resources of Schroders.
Performance
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.
SI = Since Inception. Fund Inception: 09/20/2023
Characteristics
Net Assets | $131 million |
---|---|
Dividend Frequency | Annually |
SPDR Gold MiniShares Trust | 5.08 |
Apple, Inc. | 2.09 |
NVIDIA Corp. | 1.96 |
Microsoft Corp. | 1.74 |
Alphabet, Inc. | 1.31 |
Amazon.com, Inc. | 1.25 |
Meta Platforms, Inc. | 0.98 |
JP Morgan Chase & Co. | 0.58 |
Broadcom, Inc. | 0.54 |
Eli Lilly & Co. | 0.49 |
Total Portfolio % | 16.02 |
iShares iBoxx $ Investment Grade Corporate Bond ETF | 7.30 |
SPDR Bloomberg High Yield Bond ETF | 5.38 |
Federal National Mortgage Association | 2.92 |
Ishares Trust-Ishares iboxx $ High Yield Corporate Bond ETF | 2.92 |
iShares Floating Rate Bond ETF | 2.53 |
iShares JP Morgan USD Emerging Markets Bond ETF | 2.06 |
Government National Mortgage Association | 2.02 |
Invesco Senior Loan ETF | 1.51 |
Federal Home Loan Mortgage Corp. | 0.90 |
Total Portfolio % | 27.54 |
Insights
Fund Literature
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