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Global International Equity fund

Hartford Schroders International Contrarian Value Fund    Share Class - I (HFSIX)



Key Documents
      Actions

      Objective

      Seeks long-term capital appreciation.

      Overview

      The Hartford Schroders International Contrarian Value Fund applies a disciplined value investment approach, seeking to invest in a select portfolio of securities that are significantly undervalued relative to their long-term earnings potential.

      Portfolio Management
      Portfolio Manager
      0
      YRS
      MANAGING THIS FUND
      21
      YRS
      AT SCHRODERS
      21
      YRS
      EXPERIENCE IN THIS INDUSTRY
      Portfolio Manager
      0
      YRS
      MANAGING THIS FUND
      14
      YRS
      AT SCHRODERS
      14
      YRS
      EXPERIENCE IN THIS INDUSTRY
      Portfolio Manager
      0
      YRS
      MANAGING THIS FUND
      11
      YRS
      AT SCHRODERS
      11
      YRS
      EXPERIENCE IN THIS INDUSTRY

      The portfolio managers are supported by the full resources of Schroders.

      Performance

      PERFORMANCE %
       
      CUMULATIVE %
      (as of 5/31/2022)
      AVERAGE ANNUAL TOTAL RETURNS %
      (as of 5/31/2022)
      YTD 1YR 3YR 5YR 10YR SI
      Hartford Schroders International Contrarian Value I --- --- --- --- --- 2.10
      Benchmark --- --- --- --- --- ---
      Morningstar Foreign Large Value Category --- --- --- --- --- ---
       
      CUMULATIVE %
      (as of 3/31/2022)
      AVERAGE ANNUAL TOTAL RETURNS %
      (as of 3/31/2022)
      YTD 1YR 3YR 5YR 10YR SI
      Hartford Schroders International Contrarian Value I --- --- --- --- --- ---
      Benchmark --- --- --- --- --- ---
      Morningstar Foreign Large Value Category --- --- --- --- --- ---

      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: 05/24/2022

      Share Class Inception: 5/24/2022.

      Characteristics

      FUND ESSENTIALS
      Inception Date 05/24/2022
      Net Assets $1 million
      Gross Operating Expenses 1.20%
      Net Operating Expenses 0.85%
      Morningstar Category Foreign Large Value
      Lipper Classification International Multi-Cap Value
      CUSIP 41665X180
      Fund Number 3164
      FUND STATS
      # of Holdings
      38
      % in Foreign Equities
      99
      Active Share
      83%
      % in Equities
      99
      Holdings Characteristics
      FUND MSCI EAFE Value Index
      Price/Earnings
      8.6x 9.4x
      Price/Book
      1.1x 1.2x
      Asset Weighted Market Cap (billions)
      $44.3 $69.8
      Median Market Cap (billions)
      $25.3 $12.4
      Return on Equity
      8.6% 10.6%
      Top Ten Countries (%)
      United Kingdom 32
      France 16
      Japan 15
      Germany 12
      Italy 6
      Switzerland 5
      Spain 3
      Australia 3
      Belgium 3
      Singapore 3
      Top Ten Holdings (%)
      Continental AG 3.59
      Nippon Telegraph & Telephone Corp. 3.29
      Standard Chartered plc 3.23
      Panasonic Holdings Corp 3.15
      Henkel AG & Co. KGaA 3.12
      Bridgestone Corp. 3.09
      Repsol S.A. 3.09
      Sanofi 3.09
      GlaxoSmithKline plc 3.07
      Eni S.p.A. 2.98
      Total Portfolio % 31.70
      Market Cap Distribution (%)

      Market Cap Header3

      Less than $2 billion 0
      $2 billion - $5 billion 0
      $5 billion - $10 billion 16
      Greater than $10 billion 84
      Not Classified 0
      Regional Exposure (%)
      Continental Europe 47
      United Kingdom 32
      Japan 15
      Pacific ex Japan 5
      Fund Literature

      PDF (125 KB)
      A summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.
      This Pitchbook reviews the Fund's investment approach, investment team, and investment process.
      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.
      PDF (13 KB)
      A document that supplements the fund's prospectus with additional information about the fund including its operations and risks.
      Important Risks: The Fund is new and has a limited operating history. 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. • Mid-cap securities can have greater risks and volatility than large-cap securities. • Integration of environmental, social, and/or governance (ESG) characteristics into the investment process may not work as intended. • Different investment styles may go in and out of favor, which may cause the Fund to underperform the broader stock market. • 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. The Fund may also hold a limited number of securities.
      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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      The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

      Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

      Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA|SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, Lattice, and HFMC, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

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