About HERSX
The Hartford Emerging Markets Equity Fund Class R4 is an open-end mutual fund focused on providing long-term capital appreciation by investing primarily in equities of companies located in emerging markets. The fund allocates at least 80% of its assets to equity securities within emerging economies, targeting regions across Asia, Latin America, and selectively other markets poised for growth. Its portfolio is diversified across sectors such as financials, information technology, consumer discretionary, and communication services, with notable holdings in companies like Taiwan Semiconductor Manufacturing, Tencent Holdings, and Samsung Electronics.
Employing a quantitative, systematic investment approach, the fund seeks to capitalize on market inefficiencies while adhering to rigorous risk controls. It is sub-advised by Wellington Management, known for its in-depth research and collaborative portfolio management. The Hartford Emerging Markets Equity Fund Class R4 is designed to offer investors access to the higher growth and diversification potential of emerging markets, balanced against their inherent economic, political, and currency risks. Its role in the market is to serve investors seeking exposure to rapidly developing global economies through a professionally managed, diversified equity portfolio.
Fund Family Hartford Mutual Funds
Category Diversified Emerging Mkts
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol HERSX
Share Class Class R4
Index MSCI EM (Emerging Markets) NR USD
HERSX had a total return of 32.62% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.31%.
