Seeks long-term capital appreciation through investment in securities markets outside the United States.
A high-conviction international equity fund that seeks to exploit growth gaps through fundamental research.
The portfolio managers are supported by the full resources of Schroders.
Simon Webber, CFA
Equity Portfolio Manager
(as of 5/31/2023)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 5/31/2023)
|Hartford Schroders International Stock R3||9.48||3.61||9.45||5.89||6.23||7.38|
|Morningstar Foreign Large Blend Category||6.25||1.18||7.72||2.63||4.31||---|
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 R3-shares reflects the performance, fees, and expenses of the Investor Class of the predecessor fund Schroder International Alpha Fund. If Class R3 fees and expenses were reflected, performance would have differed. SI performance is calculated from 12/19/85.
|# of Holdings||47|
|FUND||MSCI ACWI ex USA Index|
|Asset Weighted Market Cap (billions)||$130.9||$88.3|
|Median Market Cap (billions)||$75.8||$8.8|
|Return on Equity||15.2%||14.2%|
|Pacific ex Japan||3|
|Taiwan Semiconductor Manufacturing Co. Ltd.||3.18|
|Samsung Electronics Co. Ltd.||3.00|
|AIA Group Ltd.||2.87|
|Schneider Electric SE||2.67|
|Roche Holding AG||2.53|
|HDFC Bank Ltd.||2.50|
|Total Portfolio %||28.45|
|Less than $2 billion||0|
|$2 billion - $5 billion||0|
|$5 billion - $10 billion||2|
|Greater than $10 billion||98|
Alpha (5 Year)
Down Capture (5 Year)
Information Ratio (5 Year)
Sharpe Ratio (5 Year)
Up Capture (5 Year)
|BENCHMARK||UNDERWEIGHT / OVERWEIGHT|
|3/31/23||4/30/23||4/30/23||-8 0 8|
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