Morningstar

Hartford Schroders International Stk A SCVEX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 19.41  /  +0.73 %
  • Total Assets 6.8 Bil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.87%
  • Turnover 28%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s Analysis SCVEX

Will SCVEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCVEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCVEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCVEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Hartford Schroders International Stk A's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SCVEX

More SCVEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Novo Nordisk AS Class B

3.31 224.2 Mil
Healthcare

Unilever PLC

3.18 214.8 Mil
Consumer Defensive

ASML Holding NV

3.00 202.8 Mil
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Roche Holding AG

2.92 197.2 Mil
Healthcare

Shell PLC

2.90 196.0 Mil
Energy

RELX PLC

2.64 178.5 Mil
Industrials

Samsung Electronics Co Ltd

2.58 174.7 Mil
Technology

Usd

2.45 165.6 Mil
Cash and Equivalents

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