About HFAEX
Hartford Schroders International Contrarian Value Fund Class C is an open-end mutual fund designed to seek long-term capital appreciation by investing primarily in undervalued international equities. The fund adopts a contrarian value strategy, focusing on selecting companies outside the United States that are trading at significant discounts to their long-term earnings potential. Portfolio managers, leveraging the extensive resources and global experience of Schroders, use both fundamental and quantitative analysis to identify these opportunities, often targeting the lowest-valued companies with prospects for profit recovery.
The fund is broadly diversified across sectors and regions, with a notable concentration in developed markets such as the United Kingdom, France, Japan, and Germany. Its portfolio typically consists of a limited number of holdings, emphasizing high active share and a distinct approach from common benchmarks. The strategy also integrates environmental, social, and governance considerations into its research process. By benchmarking itself against the MSCI EAFE Value Index, the fund aims to deliver differentiated results in the foreign large value category while managing risk through disciplined stock selection and portfolio construction.
Fund Family Hartford Mutual Funds
Category Foreign Large Value
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol HFAEX
Share Class Class C
Index MSCI EAFE Value NR USD
HFAEX had a total return of 25.18% in the past year, including dividends. Since the fund's
inception, the average annual return has been 26.01%.
