Fund Evaluator:

Hartford Schroders Emerging Mkts Eq SDR Overview

Hartford Schroders Emerging Mkts Eq SDR (SEMTX) is an actively managed International Equity Diversified Emerging Mkts fund. Hartford Mutual Funds launched the fund in 2014.

The investment seeks capital appreciation. The fund normally invests at least 80% of its assets in equity securities of "emerging market" companies. The fund's sub-advisers currently consider emerging market companies to be issuers listed or domiciled in, deriving more than 50% of their revenues or profits from, or having more than 50% of their assets in emerging markets. The equity securities in which the fund may invest include common stock, preferred stock and depositary receipts. It may invest in companies of any size market capitalization, but tends to focus on mid to large cap companies.

About Hartford Schroders Emerging Mkts Eq SDR (SEMTX)

There are 6 members of the management team with an average tenure of 14.25 years: James Gotto (2006), Waj Hashmi (2006), Robert Davy (2006), Tom Wilson (2014), Rollo Roscow (2023), Nicholas Field (2017). Management tenure is more important for actively managed funds than passive index funds.

The fund has 1 primary benchmark: MSCI EM NR USD index with a weighting of 100%. Hartford Schroders Emerging Mkts Eq SDR has 116 securities in its portfolio. The top 10 holdings constitute 49.5% 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 Emerging Mkts Eq SDR is part of the Equity global asset class and is within the International Equity fund group. Hartford Schroders Emerging Mkts Eq SDR has 97.1% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 0.8%. There is 97.1% 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 Emerging Mkts Eq SDR has 2.1% of the portfolio in cash.

Assets Under Management

The fund has $2 billion in total assets, which is above the $967 million average for the Diversified Emerging Mkts 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.

SEMTX 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 Emerging Mkts Eq SDR expense ratio is high compared to funds in the Diversified Emerging Mkts category. Hartford Schroders Emerging Mkts Eq SDR has an expense ratio of 0.97%, which is 16% 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 Emerging Mkts Eq SDR has a portfolio turnover rate of 51%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 68% for the Diversified Emerging Mkts category.

Recently, in the month of July 2026, Hartford Schroders Emerging Mkts Eq SDR returned -7.6%, which earned it a grade of D, as the Diversified Emerging Mkts category had an average return of -4.9%. 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 Emerging Mkts Eq SDR has a trailing yield of 1.41%, which is below the 1.72% 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 Emerging Mkts Eq SDR Grades

Year to date, the fund has returned 22.0%, 3.0 percentage points better than the category, which translates into a grade of B. The fund has returned 47.6% over the past year (grade of A), 21.4% over the past three years (grade of A) and 8.1% per year over the past five years (grade of B) and 10.5% per year over the past 10 years (grade of A).

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