Hartford Schroders International Multi-Cap Value has new leaders, but their familiarity with this systematic value-oriented process—which has worked well with ex US stocks—bodes well for investors. A reorganized team leads the strategy. In April 2022, longtime manager and QEP group founder Justin Abercrombie stepped down. Now Lukas Kamblevicius and former head of research Stephen Langford co-lead this strategy and other related products. Kamblevicius is ultimately responsible for the group’s core and quality strategies, while Langford oversees the value range. They’re part of a six-person steering group for QEP. The broader team has also seen higher-than-ideal turnover. While the group's headcount has remained relatively stable and recent senior hires have strengthened the unit, there were multiple changes among its ranks, with about a third of the researchers joining the group in 2022 or later.
Hartford Schroders Intl Multi-Cp Val I SIDNX
- NAV / 1-Day Return 10.83 / −0.82 %
- Total Assets 2.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.860%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Foreign Large Value
- Investment Style Large Value
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 2.75%
- Turnover 112%
USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:16 PM GMT+0
Morningstar’s Analysis SIDNX
Will SIDNX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 11.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Novartis AG Registered Shares | 1.40 | 30.7 Mil | Healthcare |
Roche Holding AG | 1.28 | 28.1 Mil | Healthcare |
Sanofi SA | 1.24 | 27.2 Mil | Healthcare |
HSBC Holdings PLC | 1.22 | 26.8 Mil | Financial Services |
Samsung Electronics Co Ltd | 1.20 | 26.4 Mil | Technology |
TotalEnergies SE | 1.15 | 25.2 Mil | Energy |
Shell PLC | 1.12 | 24.6 Mil | Energy |
Royal Bank of Canada | 1.10 | 24.2 Mil | Financial Services |
AstraZeneca PLC | 1.08 | 23.8 Mil | Healthcare |
Alibaba Group Holding Ltd Ordinary Shares | 1.08 | 23.8 Mil | Consumer Cyclical |