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Pursuing the Growth Gap
Seeks companies whose forward-earnings growth potential has yet to be identified by the market
Best Ideas
Combines core long-term holdings with opportunistic shorter-term holdings based on the portfolio manager's best ideas
Sub-advised by Schroders
With 200+ years of experience, Schroders actively invests across public and private markets around the globe
Objective: Seeks long-term capital appreciation through investment in securities markets outside the United States.
Portfolio Management
Portfolio Manager
10
YRS
MANAGING THIS FUND
24
YRS
AT SCHRODERS
24
YRS
EXPERIENCE IN THIS INDUSTRY
Portfolio Manager
14
YRS
MANAGING THIS FUND
26
YRS
AT SCHRODERS
26
YRS
EXPERIENCE IN THIS INDUSTRY
The portfolio managers are supported by the full resources of Schroders.
Performance
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: 12/19/1985
Share Class Inception: 10/24/16.
Performance prior to 10/24/16 for Class R5-shares reflects the performance, fees, and expenses of the Investor Class of the predecessor fund Schroder International Alpha Fund. If Class R5 fees and expenses were reflected, performance would have differed. SI performance is calculated from 12/19/85.
Hartford Schroders International Stock Fund R5 Share Morningstar Ratings
overall
(as of 1/31/2025)
Overall, 4 stars, 3-Year, 3 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 649, 649, 618 and 424 products, respectively. Morningstar RatingTM
is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures
. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
649 PRODUCTS
|
Foreign Large Blend Category
Based on Risk-Adjusted Returns
3 YEAR
(as of 1/31/2025)
Overall, 4 stars, 3-Year, 3 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 649, 649, 618 and 424 products, respectively. Morningstar RatingTM
is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures
. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
649 PRODUCTS
|
Foreign Large Blend Category
Based on Risk-Adjusted Returns
5 YEAR
(as of 1/31/2025)
Overall, 4 stars, 3-Year, 3 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 649, 649, 618 and 424 products, respectively. Morningstar RatingTM
is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures
. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
618 PRODUCTS
|
Foreign Large Blend Category
Based on Risk-Adjusted Returns
10 YEAR
(as of 1/31/2025)
Overall, 4 stars, 3-Year, 3 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 649, 649, 618 and 424 products, respectively. Morningstar RatingTM
is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures
. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
424 PRODUCTS
|
Foreign Large Blend Category
Based on Risk-Adjusted Returns
The Fund’s Class R5 shares have not been in operation for 10 years. Therefore, the Calendar Year Returns (R5 Shares) chart includes performance and operating expenses of another class. For more information, see the prospectus.
Characteristics
FUND STATS
| # of Holdings | 52 |
|---|---|
| Turnover | 32% |
| Active Share | 84% |
Holdings Characteristics
| FUND | MSCI ACWI ex USA Index | |
|---|---|---|
| Price/Earnings | 16.6x | 13.6x |
| Price/Book | 2.9x | 1.9x |
| Asset Weighted Market Cap (billions) | $159.8 | $114.1 |
| Median Market Cap (billions) | $71.2 | $10.4 |
| Return on Equity | 14.6% | 14.0% |
Regional Exposure (%)
| Continental Europe | 41 |
| United Kingdom | 22 |
| Emerging Markets | 15 |
| Japan | 14 |
| North America | 9 |
TOP 10 HOLDINGS (%)
| SAP SE | 5.27 |
| Taiwan Semiconductor Manufacturing Co. Ltd. | 4.82 |
| RELX PLC | 2.92 |
| Unilever PLC | 2.92 |
| Roche Holding AG | 2.82 |
| Shell PLC | 2.80 |
| ASML Holding NV | 2.74 |
| Cie Financiere Richemont SA | 2.63 |
| Mitsubishi UFJ Financial Group, Inc. | 2.62 |
| Siemens AG | 2.52 |
| Total Portfolio % | 32.06 |
Market Cap Distribution (%)
| Less than $2 billion | 0 | |
| $2 billion - $5 billion | 0 | |
| $5 billion - $10 billion | 3 | |
| Greater than $10 billion | 97 | |
| Not Classified | 0 | |
RETURN CHARACTERISTICS
|
Alpha (5 Year)
|
3.27 |
|
Down Capture (5 Year)
|
99.58 |
|
Information Ratio (5 Year)
|
0.73 |
|
Sharpe Ratio (5 Year)
|
0.41 |
|
Up Capture (5 Year)
|
112.09 |
Sector Exposure (%)
FUND |
BENCHMARK | UNDERWEIGHT / OVERWEIGHT | |||||
|---|---|---|---|---|---|---|---|
| 12/31/24 | 1/31/25 | 1/31/25 | -6 0 6 | ||||
| Industrials | 20 | 19 | 14 | ||||
| Consumer Staples | 13 | 12 | 7 | ||||
| Health Care | 13 | 13 | 9 | ||||
| Information Technology | 17 | 17 | 14 | ||||
| Communication Services | 6 | 6 | 6 | ||||
| Consumer Discretionary | 8 | 9 | 11 | ||||
| Energy | 3 | 3 | 5 | ||||
| Utilities | 1 | 1 | 3 | ||||
| Real Estate | 0 | 0 | 2 | ||||
| Financials | 18 | 19 | 24 | ||||
| Materials | 0 | 0 | 6 | ||||
Based on Global Industry Classification Standard (GICS), which was developed by and is the exclusive property and a service mark of MSCI Inc. (MSCI) and Standard & Poor's, a division of The McGraw-Hill Companies, Inc. (S&P). Excludes cash. May not total to 100% due to rounding and/or pooled vehicle allocations.
Past distributions are not indicative of future distributions.
Insights
Fund Literature
12/31/2024 - PDF (143 KB)
This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.
12/31/2024 - PDF (335 KB)
This flyer highlights the key attributes of a high-conviction investment approach that seeks innovative, international companies delivering a positive earnings surprise.
12/31/2024 - PDF (212 KB)
Current quarterly commentary from sub-adviser, Schroders, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
12/31/2024 - PDF (172 KB)
Attribution analysis is a method for evaluating the performance of a portfolio compared to the benchmark.
12/31/2024 - PDF (172 KB)
Attribution analysis is a method for evaluating the performance of a portfolio compared to the benchmark.
PDF (115 KB)
A summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.
12/31/2024 - PDF (776 KB)
This Pitchbook reviews the Fund's investment approach, investment team, investment process, portfolio statistics, top holdings, and current performance.
An unaudited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
PDF (13 KB)
A legal document that discloses essential information about a fund, including investment objectives, risks, fees, expenses, fund manager background and other information.
An audited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
Important Risks: Investing involves risk, including the possible loss of principal. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies. • Foreign investments may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political, economic and regulatory developments. These risks may be greater, and include additional risks, for investments in emerging markets or if the Fund focuses in a particular geographic region or country. • The securities of large market capitalization companies may underperform other segments of the market. • Small- and mid-cap securities can have greater risks and volatility than large-cap securities. • To the extent the Fund focuses on one or more sectors, the Fund may be subject to increased volatility and risk of loss if adverse developments occur. • Financially material environmental, social and/or governance (ESG) characteristics are one of several factors that may be considered. The Fund may perform differently from funds that do not integrate ESG into their analysis.
Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any of such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling, computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the MSCI data is permitted without MSCI's express written consent.
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