HSHRX Mutual Fund

HSHRX Mutual Fund

NAV$10.73
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Fund Essentials

Net Assets
$3M
Expense Ratio
0.99%
Dividend Yield (Current)
0.81%
Holdings
62
Inception Date
Mar 31, 2020
Fund Family
Hartford Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+8.36%
1 Year+22.06%
3 Year-7.10%
5 Year-0.13%

Asset Allocation

Stocks: 98.36%
Other: 1.64%
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Dividend Summary

View Details →
Dividend Yield (Current)
0.81%
Frequency
Annually
Latest Distribution
$0.14
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

HSHRX Mutual Fund Overview

HSHRX Mutual Fund (Hartford Schroders China A Fund Class SDR) is managed by Hartford Funds with $2.7M in net assets. HSHRX expense ratio is 0.99%, holding 62 positions across various sectors. Inception date: 2020-03-31.

HSHRX performance shows a YTD return of 8.36%. The 1-year return is 22.06% and the 5-year return is -0.13%. HSHRX dividend yield stands at 0.81%, paid annually.

HSHRX top holdings include a diversified portfolio. Go to all HSHRX holdings, HSHRX sectors, or HSHRX dividends.

HSHRX can be compared against other funds. Use HSHRX overlap to find shared positions, or HSHRX vs another fund for a side-by-side view. HSHRX alternatives are available via the screener, along with tax-loss harvesting opportunities.