Fund Evaluator:
Hartford Schroders Diversified Opps SDR (HFSGX)
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Best Performing in Tactical Allocation Over the Last Year
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Fund Details
Hartford Schroders Diversified Opps SDR Overview
Hartford Schroders Diversified Opps SDR (HFSGX) is an actively managed Allocation Tactical Allocation fund. Hartford Mutual Funds launched the fund in 2023.
The investment seeks long-term total return. The fund seeks to achieve its investment objective by investing across equity, fixed income, and alternative asset classes. Under normal circumstances, the fund’s sub-advisers, target an allocation between 20% to 70% of the fund’s net assets in equity and equity related investments, 10% to 80% of the fund’s net assets in fixed income and fixed income related investments, and 0% to 35% of its net assets in alternative related investments.
About Hartford Schroders Diversified Opps SDR (HFSGX)
There are 2 members of the management team with an average tenure of 2.95 years: Remi Olu-Pitan (2023), Mina Krishnan (2023). Management tenure is more important for actively managed funds than passive index funds.
The fund has 3 primary benchmarks: MSCI ACWI NR USD index with a weighting of 100%, Bloomberg US Agg Bond TR USD index with a weighting of 40% and MSCI ACWI NR USD index with a weighting of 60%. Hartford Schroders Diversified Opps SDR has 1094 securities in its portfolio. The top 10 holdings constitute 37.1% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.
Hartford Schroders Diversified Opps SDR is part of the Allocation global asset class and is within the Allocation fund group. Hartford Schroders Diversified Opps SDR has 27.6% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 37.1%. There is 19.9% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 29.7% (22.0% domestic bond, 7.8% foreign bond and 0.0% convertible bond). Hartford Schroders Diversified Opps SDR has 10.0% of the portfolio in cash.
Assets Under Management
The fund has $172 million in total assets, which is below the $224 million average for the Tactical Allocation category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
HFSGX Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Hartford Schroders Diversified Opps SDR expense ratio is above average compared to funds in the Tactical Allocation category. Hartford Schroders Diversified Opps SDR has an expense ratio of 0.71%, which is 60% lower than its category average, making the fund expense ratio grade a A. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. Hartford Schroders Diversified Opps SDR has a portfolio turnover rate of 79%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 207% for the Tactical Allocation category.
Recently, in the month of August 2026, Hartford Schroders Diversified Opps SDR returned 2.0%, which earned it a grade of C, as the Tactical Allocation category had an average return of 2.1%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.
Hartford Schroders Diversified Opps SDR has a trailing yield of 4.30%, which is above the 2.80% category average. The fund normally distributes its income annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
Hartford Schroders Diversified Opps SDR Grades
Year to date, the fund has returned 10.0%, 0.7 percentage points worse than the category, which translates into a grade of C. The fund has returned 17.1% over the past year (grade of B).
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HFSGX Trailing NAV Total Returns Data as of 8/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| HFSGX Return (NAV) | 2.0% | 1.0% | 17.1% | na | na | na |
| HFSGX Grade | C | C | B | na | na | na |
| +/- Category | -0.1% | 0.2% | 1.0% | na | na | na |
| Tactical Allocation Avg | 2.1% | 0.8% | 16.1% | 12.2% | 5.5% | 6.5% |
| HFSGX Tax Cost Ratio | na | na | 1.7% | na | na | na |
HFSGX Annual NAV Total ReturnsData as of 8/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| HFSGX Return (NAV) | 10.0% | 15.4% | 11.2% | na | na | na | na | na | na | na | na |
| HFSGX Grade | C | B | B | na | na | na | na | na | na | na | na |
| +/- Category | -0.7% | 2.6% | 2.2% | na | na | na | na | na | na | na | na |
| Tactical Allocation Avg | 10.7% | 12.7% | 9.0% | 10.8% | -13.0% | 12.7% | 10.2% | 13.5% | -6.2% | 13.2% | 5.6% |
| Risk Measures | |
| Standard Deviation: | na |
| Total Risk Index: | na |
| Category Risk Index: | na |
| Category Risk Grade: | |
| Beta: | na |
| R-Squared: | na |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Large-Cap Blend |
| Bond Investment Style: | na |
| Yield: | 4.3% |
| Dividend Distribution: | Annually |
| Cap Gains Distribution: | |
| Total Assets: | $172 Mil |
| Fund Total Assets: | $ 172 Mil |
| Share Class Type: | Other |
| Portfolio Turnover: | 79% |
Management Team
| Number of Managers: 2 | |||
| Longest Tenure: 3.0 years | |||
| Average Tenure: 3.0 years | |||
| Managers (Year): Olu-Pitan Remi (2023), Krishnan Mina (2023) | |||
Portfolio Composition (as of 7/31/26)
| # of Holdings: | 1094 |
| % in Top 10 Holdings: | 37.1% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 27.6% |
Portfolio Allocation |
|
| Domestic Stock: | 37.1% |
| Foreign Stock: | 19.9% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 22.0% |
| Foreign Bond: | 7.8% |
| Convertible Bond: | 0.0% |
| Other: | 3.3% |
| Cash: | 10.0% |
Purchase Information
| Fund Family: | Hartford Mutual Funds |
| Phone Number: | 888-843-7824 |
| Website: | www.hartfordfunds.com |
| Status: | Open |
| Inception Date: | September 20, 2023 |
| Min. Initial Purchase: | $5,000,000 |
| Min. Initial IRA Purchase: | $ 0 |
| True No-Load: | Yes |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 0.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | na |
Expenses and Fees | |
| Expense Ratio (%): | 0.71% ( Rating : Above Avg ) |
| Category Average Expense Ratio (%): | 1.76% |
| Share Class: | Hartford Schroders Diversified Opps SDR |
| Min. Subsequent Purchase: | $ 0 |
| Min. Subsequent IRA Purchase: | $ 0 |
