About SIDRX
Hartford Schroders International Multi-Cap Value Fund Class SDR is an open-end mutual fund that pursues long-term capital appreciation by investing primarily in a diversified portfolio of equity securities outside the United States. The fund, sub-advised by Schroders—a global asset manager with over two centuries of experience—emphasizes a value-oriented approach, seeking high-quality companies in both developed and emerging markets that are considered attractively priced based on valuation metrics like low price-to-earnings and price-to-book ratios.
This fund stands out for its multi-cap strategy, allocating assets across large-, mid-, and small-cap international companies, although it generally exhibits a tilt toward mid- and large-cap stocks. It is broadly diversified, typically holding hundreds of positions across various sectors and geographic regions, including major developed markets such as Japan, the UK, France, and Germany. Top holdings often include global leaders in financial services, healthcare, consumer cyclical, and energy sectors, with recent significant investments in companies like HSBC Holdings, Roche Holding, Alibaba Group, and Toyota Motor.
The fund is categorized within the Foreign Large Value segment by Morningstar, making it a relevant choice for investors seeking exposure to international equities that are undervalued relative to their peers. Its systematic, risk-aware investment process is designed to capture value opportunities while maintaining quality standards, and it demonstrates an active management style with relatively high portfolio turnover.
Fund Family Hartford Mutual Funds
Category Foreign Large Value
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol SIDRX
Share Class Class Sdr
Index MSCI AC World ex USA NR USD
SIDRX had a total return of 27.40% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.83%.
