Not All International Styles and Market Cap Sizes Have Moved in Sync
While returns vary greatly for international investment styles, value has outperformed growth over the long term.
Performance data quoted represents past performance and does not guarantee future results. Calendar year average annual returns (%) shown above reflect the earliest common performance date available. Indices are unmanaged and not available for direct investment.Source: Morningstar, 1/19.
An Active Multi-Cap Portfolio
The investment team analyzes more than 12,000 developed and emerging markets stocks to construct a highly diversified portfolio.
Source: Morningstar, 1/19
The Fund has outperformed the MSCI ACWI ex USA Index 97% of the time over all monthly rolling 3-year periods since the Fund's inception (8/30/06-12/31/18).
Performance data quoted represents past performance and does not guarantee future results. Performance of other share classes may vary.
Source: Morningstar, 1/19
Morningstar Analyst Rating
Morningstar awarded the Fund a Bronze analyst rating on 4/19/181
(as of 12/31/18)
Average Annual Total Return
|Hartford Schroders Int’l Multi-Cap Value I||-15.41||4.30||0.72||8.55||3.82|
|MSCI ACWI ex USA Index||-14.20||4.48||0.68||6.57||---|
|Morningstar Foreign Large Value Category||-15.38||2.20||-0.63||5.19||---|
Fund Inception: 8/30/06. Performance prior to 10/24/16 reflects the performance, fees, and expenses of the predecessor fund. If applicable fees and expenses were reflected, performance would have differed. MSCI index performance is shown net of dividend withholding tax. Since Inception (SI) performance is calculated from 8/30/06.
Expenses* (Class I) Net: 0.87% Gross: 0.87%
PERFORMANCE DATA QUOTED REPRESENTS PAST PERFORMANCE AND DOES NOT GUARANTEE FUTURE RESULTS. The investment return and principal value of the investment will fluctuate so that investors' 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. For more current performance information to the most recent month-ended, click here.
*Expenses as shown in the fund’s most recent prospectus. Gross expenses do not reflect contractual expense reimbursement arrangements. Net expenses reflect such arrangements in instances when they reduce the fund’s gross expenses. These arrangements remain in effect until 2/28/19 unless the fund’s Board of Directors approves an earlier termination.
1 The Morningstar Analyst Rating is not a credit or risk rating. It is a subjective evaluation performed by the manager research analysts of Morningstar. Morningstar evaluates funds based on five key pillars, which are process, performance, people, parent, and price. Analysts use this five pillar evaluation to determine how they believe funds are likely to perform over the long term on a risk-adjusted basis. They consider quantitative and qualitative factors in their research, and the weighting of each pillar may vary. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, Negative. A Morningstar Analyst Rating of Gold, Silver, or Bronze reflects an Analyst’s conviction in a fund’s prospects for outperformance. Analyst Ratings are continuously monitored and reevaluated at least every 14 months. The Morningstar Analyst Rating should not be used as the sole basis in evaluating a mutual fund. Morningstar Analyst Ratings involve unknown risks and uncertainties which may cause Morningstar’s expectations not to occur or to differ significantly from what we expected. For more detailed information about Morningstar’s Analyst rating, including its methodology, please go to hartfordfunds.com/MorningstarAnalystMethodology.
Important Risks: Investing involves risk, including the possible loss of principal. The Fund seeks to achieve its investment objective by allocating assets among different asset classes. There is no guarantee a fund will achieve its stated objective. 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 and economic developments. These risks may be greater for investments in emerging markets. • Small- and mid-cap securities can have greater risks and volatility than large-cap securities. • Different investment styles may go in and out favor, which may cause a fund to underperform the broader stock market. • The main risk of real estate related securities is that the value of the underlying real estate may decrease in value. • The Fund may focus on investments in particular geographic regions or countries, so it may be more exposed to risks and volatility than a more broadly diversified fund.
MSCI ACWI ex USA Index is a broad-based, unmanaged, market capitalization weighted, total return index that measures the performance of both developed and emerging stock markets, excluding the U.S. MSCI further segments the constituents of the Index by overall growth and value style characteristics and by market capitalization size—small, mid, and large.