Hartford Schroders Emerging Markets Equity Fund Class A

 (MUTF:SEMVX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.42%
   
1 week   +0.49%
   
4 week
   
-0.21%  
3 month   +5.47%
   
YTD   +19.43%
   
1 year   +26.31%
   
3 years*   +1.98%
   
5 years*   +4.62%
   
*annualized
Best 3 month return+55.61%  
Worst 3 month return-42.54%  

Morningstar statistics

Morningstar category: Diversified Emerging Mkts
  Return Risk Rating
3 years Below Average Average
5 years Average Average
10 years Average Below Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets1.62B 
Front load5.50%  
Deferred load-  
Expense ratio1.50%  
Management fee-  
Fund familySchroder 

Asset allocation

Cash0.07%  
Stocks98.26%  
Bonds0.00%  
Other1.67%  

Purchase information

Initial$2,000  
Additional$50  
AIP Initial$250  
AIP Additional$50  
14.32+0.06(0.42%)
Jun 22, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of "emerging market" companies. The fund's sub-adviser currently considers "emerging market" companies to be issuers listed or domiciled in, deriving a substantial portion of their revenues from, or having a substantial portion of their assets in countries represented in the MSCI Emerging Market Index, which covers 23 countries and over 800 stocks in regions such as Asia, Latin America, Eastern Europe, the Middle East and Africa, though the sub-adviser may at times determine to invest in the wider emerging markets universe.
Fund filings (PDF) »
Asset managers:
James Gotto (Started: Mar 31, 2006)
Waj Hashmi (Started: Mar 31, 2006)
Robert Davy (Started: Mar 31, 2006)
Tom Wilson (Started: Dec 19, 2014)
Allan Conway (Started: Mar 31, 2006)
Advisor Company:
Schroder Investment Management North America Inc.
Fund family reports on Morningstar »
Schroders, 875 Third Avenue, 22nd Floor, New York, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 9.28 -0.51 -1.97 2.54
Beta* 1.05 0.99 0.98 1.12
Mean annual return 0.86 -0.10 0.20 0.53
R-squared* 75.55 71.82 77.26 87.32
Standard deviation 16.11 14.68 15.10 23.00
Sharpe ratio 0.62 -0.09 0.16 0.24
* Against standard index

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