Fund Evaluator:
Hartford Schroders International Stk SDR (SCIJX)
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Best Performing in Foreign Large Blend Over the Last Year
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Fund Details
Hartford Schroders International Stk SDR Overview
Hartford Schroders International Stk SDR (SCIJX) is an actively managed International Equity Foreign Large Blend fund. Hartford Mutual Funds launched the fund in 2014.
The investment seeks long-term capital appreciation through investment in securities markets outside the United States. The fund normally invests at least 65% of its total assets in equity securities of companies located outside the United States and at least 80% of its assets in common and preferred stock and securities convertible into common stock, including derivative investments that provide exposure to such securities.
About Hartford Schroders International Stk SDR (SCIJX)
There are 2 members of the management team with an average tenure of 14.11 years: Simon Webber (2010), James Gautrey (2014). Management tenure is more important for actively managed funds than passive index funds.
The fund has 1 primary benchmark: MSCI ACWI Ex USA NR USD index with a weighting of 100%. Hartford Schroders International Stk SDR has 61 securities in its portfolio. The top 10 holdings constitute 32.5% 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 International Stk SDR is part of the Equity global asset class and is within the International Equity fund group. Hartford Schroders International Stk SDR has 96.4% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 2.6%. There is 96.4% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Hartford Schroders International Stk SDR has 0.9% of the portfolio in cash.
Assets Under Management
The fund has $1 billion in total assets, which is below the $2 billion average for the Foreign Large Blend 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.
SCIJX 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 International Stk SDR expense ratio is above average compared to funds in the Foreign Large Blend category. Hartford Schroders International Stk SDR has an expense ratio of 0.69%, which is 27% lower than its category average, making the fund expense ratio grade a B. 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 International Stk SDR has a portfolio turnover rate of 35%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 62% for the Foreign Large Blend category.
Recently, in the month of August 2026, Hartford Schroders International Stk SDR returned 2.3%, which earned it a grade of B, as the Foreign Large Blend category had an average return of 2.0%. 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 International Stk SDR has a trailing yield of 2.52%, which is above the 2.13% category average. The fund normally distributes its income annually and its capital gains 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 International Stk SDR Grades
Year to date, the fund has returned 12.5%, 1.5 percentage points worse than the category, which translates into a grade of D. The fund has returned 18.7% over the past year (grade of D), 17.6% over the past three years (grade of D) and 7.7% per year over the past five years (grade of D) and 10.9% per year over the past 10 years (grade of A).
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SCIJX 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 |
|
| SCIJX Return (NAV) | 2.3% | 5.0% | 18.7% | 17.6% | 7.7% | 10.9% |
| SCIJX Grade | B | A | D | D | D | A |
| +/- Category | 0.3% | 1.8% | -3.6% | -0.5% | -0.7% | 1.6% |
| Foreign Large Blend Avg | 2.0% | 3.2% | 22.3% | 18.2% | 8.5% | 9.3% |
| SCIJX Tax Cost Ratio | na | na | 0.8% | 0.6% | 0.6% | 0.8% |
SCIJX Annual NAV Total ReturnsData as of 8/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| SCIJX Return (NAV) | 12.5% | 26.2% | 7.5% | 17.1% | -18.7% | 11.5% | 24.9% | 25.3% | -12.3% | 29.8% | -1.2% |
| SCIJX Grade | D | D | A | C | D | B | A | B | A | A | D |
| +/- Category | -1.5% | -4.4% | 2.6% | 0.9% | -2.3% | 1.3% | 13.1% | 2.4% | 2.9% | 3.4% | -2.2% |
| Foreign Large Blend Avg | 13.9% | 30.5% | 4.9% | 16.2% | -16.4% | 10.2% | 11.8% | 22.9% | -15.2% | 26.4% | 1.0% |
| Risk Measures | |
| Standard Deviation: | 12.2% |
| Total Risk Index: | 1.01 - Average |
| Category Risk Index: | 0.97 - Below Average |
| Category Risk Grade: | B (35% Rank) |
| Beta: | 0.86 |
| R-Squared: | 88% |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Large-Cap Blend |
| Bond Investment Style: | na |
| Yield: | 2.5% |
| Dividend Distribution: | Annually |
| Cap Gains Distribution: | Annually |
| Total Assets: | $9475 Mil |
| Fund Total Assets: | $1,628 Mil |
| Share Class Type: | Retirement |
| Portfolio Turnover: | 35% |
Management Team
| Number of Managers: 2 | |||
| Longest Tenure: 16.5 years | |||
| Average Tenure: 14.1 years | |||
| Managers (Year): Webber Simon (2010), Gautrey James (2014) | |||
Portfolio Composition (as of 7/31/26)
| # of Holdings: | 61 |
| % in Top 10 Holdings: | 32.5% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 96.4% |
Portfolio Allocation |
|
| Domestic Stock: | 2.6% |
| Foreign Stock: | 96.4% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 0.9% |
Purchase Information
| Fund Family: | Hartford Mutual Funds |
| Phone Number: | 888-843-7824 |
| Website: | www.hartfordfunds.com |
| Status: | Open |
| Inception Date: | December 30, 2014 |
| 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 (%): | 0.69% ( Rating : Above Avg ) |
| Category Average Expense Ratio (%): | 0.94% |
| Share Class: | Hartford Schroders International Stk I |
| Min. Subsequent Purchase: | $ 0 |
| Min. Subsequent IRA Purchase: | $ 0 |
