About HFSGX
The Hartford Schroders Diversified Opportunities Fund SDR is an open-end mutual fund categorized under tactical allocation. Its primary goal is to achieve long-term total return by employing a globally diversified, multi-asset strategy. The fund dynamically allocates assets across equities, fixed income securities, and alternative investments, allowing the portfolio to adapt to shifting market environments. Typically, it maintains a flexible range with allocations of 20% to 70% in equities, 10% to 80% in fixed income, and up to 35% in alternatives, including commodities and property investments.
Guided by Schroders—an investment manager with over 200 years of experience—the fund blends fundamental and quantitative analysis to select securities across a broad array of sectors and global markets. It incorporates environmental, social, and governance (ESG) factors into its investment process, seeking to identify companies with responsible business practices. The fund benchmarks its performance against a hybrid index: 50% MSCI ACWI Index (Net) and 50% Bloomberg US Aggregate Bond Index, reflecting its dual exposure to global equities and bonds. With active management and diversified holdings, the fund aims to reduce overall risk and capture opportunities across varying market conditions.
Fund Family Hartford Mutual Funds
Category Tactical Allocation
Stock Exchange NASDAQ
Ticker Symbol HFSGX
Share Class Class Sdr
Index Index is not provided by Management Company
HFSGX had a total return of 16.24% in the past year, including dividends. Since the fund's
inception, the average annual return has been 20.85%.
