About HERRX
Hartford Emerging Markets Equity Fund Class R3 is a mutual fund designed to provide investors with access to equity markets in developing countries. The primary objective of the fund is long-term capital appreciation, achieved by investing predominantly in stocks of companies based in emerging markets around the globe. Managed with a highly systematic and risk-controlled approach, the fund seeks to exploit market inefficiencies through quantitative analysis, and is sub-advised by Wellington Management, leveraging their global expertise and research capabilities.
The fund typically maintains a high allocation to equities, with approximately 99% invested in foreign stocks and a portfolio encompassing over 200 holdings. It targets a broad range of sectors, with significant exposure to technology, financials, and industrial companies, including notable positions in leading firms like Taiwan Semiconductor Manufacturing, Tencent Holdings, and Samsung Electronics. By investing in emerging markets, the fund aims to capture the higher growth and diversification potential characteristic of these economies, although this comes with increased volatility and risk compared to developed markets. The Class R3 shares are distinguished by their specific fee structure, and the fund is often used by investors seeking diversified international growth opportunities within their portfolios.
Fund Family Hartford Mutual Funds
Category Diversified Emerging Mkts
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol HERRX
Share Class Class R3
Index MSCI EM (Emerging Markets) NR USD
HERRX had a total return of 39.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.90%.
