|
Class
A |
Class
C |
Class
I |
Class
R3 |
Class
R4 |
Class
R5 |
Class
Y |
Class
F |
Class
SDR |
Hartford
Schroders
China
A Fund |
HSHAX |
HSHCX |
HSHIX |
— |
— |
— |
HSHYX |
HSHFX |
HSHRX |
Hartford
Schroders Core
Fixed
Income Fund
(formerly,
Hartford
Schroders
Sustainable
Core
Bond Fund) |
— |
— |
HSAEX |
HSACX |
HSSBX |
HSADX |
SCBIX |
HSSFX |
SCBRX |
Hartford
Schroders
Diversified
Emerging
Markets
Fund |
HSXAX |
HSXCX |
HSXIX |
— |
— |
— |
HSXYX |
HSXFX |
HSDEX |
Hartford
Schroders
Diversified
Growth Fund |
— |
— |
HFIGX |
— |
— |
— |
— |
— |
HFSGX |
Hartford
Schroders
Emerging
Markets
Equity
Fund*
|
SEMVX |
HHHCX |
SEMNX |
HHHRX |
HHHSX |
HHHTX |
HHHYX |
HHHFX |
SEMTX |
Hartford
Schroders
Emerging
Markets Multi-
Sector
Bond Fund |
SMSVX |
HFZCX |
SMSNX |
HFZRX |
HFZSX |
HFZTX |
HFZYX |
HFZFX |
SMSRX |
Hartford
Schroders
International
Contrarian
Value
Fund |
HFAJX |
HFAEX |
HFSIX |
— |
— |
HFAFX |
HFAHX |
HFSFX |
HFSSX |
Hartford
Schroders
International
Multi-Cap
Value
Fund |
SIDVX |
HFYCX |
SIDNX |
HFYRX |
HFYSX |
HFYTX |
HFYYX |
HFYFX |
SIDRX |
Hartford
Schroders
International
Stock
Fund |
SCVEX |
HSWCX |
SCIEX |
HSWRX |
HSWSX |
HSWTX |
HSWYX |
HSWFX |
SCIJX |
Hartford
Schroders
Sustainable
International
Core Fund |
— |
— |
HSISX |
— |
— |
— |
— |
— |
HSIDX |
Hartford
Schroders Tax-
Aware
Bond Fund |
STWVX |
HFKCX |
STWTX |
— |
— |
— |
HFKYX |
HFKFX |
HFKVX |
Hartford
Schroders US
MidCap
Opportunities
Fund |
SMDVX |
HFDCX |
SMDIX |
HFDRX |
HFDSX |
HFDTX |
HFDYX |
HFDFX |
SMDRX |
Hartford
Schroders US
Small
Cap Opportunities
Fund |
SCUVX |
HOOCX |
SCUIX |
HOORX |
HOOSX |
HOOTX |
HOOYX |
HOOFX |
SCURX |
Share
Classes |
A |
C |
I |
Y |
F |
SDR |
Maximum
sales charge (load) imposed on purchases (as a
percentage
of offering price) |
|
|
|
|
|
|
Maximum
deferred sales charge (load) (as a percentage of
purchase
price or redemption proceeds, whichever is less) |
|
|
|
|
|
|
Share
Classes |
A |
C |
I |
Y |
F |
SDR |
Management
fees |
|
|
|
|
|
|
Distribution
and service (12b-1) fees |
|
|
|
|
|
|
Other
expenses |
|
|
|
|
|
|
Total
annual fund operating expenses |
|
|
|
|
|
|
Fee
waiver and/or expense reimbursement(2)
|
|
|
|
|
|
|
Total
annual fund operating expenses after fee waiver and/or
expense
reimbursement(2)
|
|
|
|
|
|
|
Share
Classes |
Year
1 |
Year
3 |
Year
5 |
Year
10 |
A |
$ |
$ |
$ |
$ |
C |
$ |
$ |
$ |
$ |
I |
$ |
$ |
$ |
$ |
Y |
$ |
$ |
$ |
$ |
F |
$ |
$ |
$ |
$ |
SDR |
$ |
$ |
$ |
$ |
C |
$ |
$ |
$ |
$ |
|
|
|
|
|
|
|
|
|
|
|
Since
Inception |
Share
Classes |
1
Year |
(3/31/2020) |
Class
A – Return Before Taxes |
- |
|
–
Return After Taxes on Distributions |
- |
|
–
Return After Taxes on Distributions and Sale of Fund
Shares |
- |
|
Share
Classes
(Return Before Taxes) |
|
|
Class
C |
- |
|
Class
I |
- |
|
Class
Y |
- |
|
Class
F |
- |
|
Class
SDR |
- |
|
MSCI
China A Onshore Index (Net) (reflects reinvested dividends net of
withholding taxes but
reflects
no deduction for fees, expenses or other taxes) |
- |
|
MSCI
China All Shares Index (Net) (reflects reinvested dividends net of
withholding taxes but
reflects
no deduction for fees, expenses or other taxes) |
- |
- |
Portfolio
Manager |
Title |
Involved
with
Fund
Since |
Jack
Lee, CFA |
Portfolio
Manager |
2020 |
Share
Classes |
Minimum
Initial Investment |
Minimum
Subsequent
Investment |
Class
A, Class C and Class I |
$2,000
for all accounts except: $250, if establishing an Automatic Investment
Plan
(“AIP”), with recurring monthly investments of at least
$50 |
$50 |
Class
Y |
$250,000
This
requirement is waived when the shares are purchased through omnibus
accounts
(or similar types of accounts). |
None |
Class
F |
$1,000,000
This
requirement is waived when the shares are purchased through omnibus
accounts
(or similar types of accounts). |
None |
Class
SDR |
$5,000,000
This
requirement is waived for purchases through certain plan level or
omnibus
accounts. |
None |
Share
Classes |
I |
R3 |
R4 |
R5 |
Y |
F |
SDR |
Management
fees |
|
|
|
|
|
|
|
Distribution
and service (12b-1) fees |
|
|
|
|
|
|
|
Other
expenses(1)
|
|
|
|
|
|
|
|
Total
annual fund operating expenses |
|
|
|
|
|
|
|
Fee
waiver and/or expense reimbursement(2)
|
|
|
|
|
|
|
|
Total
annual fund operating expenses after fee
waiver
and/or expense reimbursement(2)
|
|
|
|
|
|
|
|
Share
Classes |
Year
1 |
Year
3 |
Year
5 |
Year
10 |
I |
$ |
$ |
$ |
$ |
R3 |
$ |
$ |
$ |
$ |
R4 |
$ |
$ |
$ |
$ |
R5 |
$ |
$ |
$ |
$ |
Y |
$ |
$ |
$ |
$ |
F |
$ |
$ |
$ |
$ |
SDR |
$ |
$ |
$ |
$ |
|
|
|
|
|
|
|
|
|
|
|
|
Since
Inception |
Share
Classes |
1
Year |
5
Years |
(01/31/2018) |
Class
SDR - Return Before Taxes |
|
|
|
-
Return After Taxes on Distributions
|
|
|
- |
-
Return After Taxes on Distributions and Sale of Fund Shares
|
|
|
|
Share
Classes
(Return Before Taxes) |
|
|
|
Class
I*
|
|
|
|
Class
R3**
|
|
|
|
Class
R4**
|
|
|
|
Class
R5**
|
|
|
|
Class
Y***
|
|
|
|
Class
F**
|
|
|
|
Bloomberg
US Aggregate Bond Index (reflects no deduction for fees, expenses or
taxes)
|
|
|
|
Portfolio
Manager |
Title |
Involved
with
Fund
Since |
Lisa
Hornby, CFA |
Portfolio
Manager |
2018 |
Neil
G. Sutherland, CFA |
Portfolio
Manager |
2018 |
Julio
C. Bonilla, CFA |
Portfolio
Manager |
2018 |
Eric
Lau, CFA |
Portfolio
Manager |
2020 |
Share
Classes |
Minimum
Initial Investment |
Minimum
Subsequent Investment |
Class
I |
$2,000
for all accounts except: $250, if establishing
an
Automatic Investment Plan (“AIP”), with recurring
monthly
investments of at least $50 |
$50 |
Class
R3, Class R4 and Class R5
|
No
minimum initial investment |
None |
Class
Y |
$250,000
This
requirement is waived when the shares are
purchased
through omnibus accounts (or similar
types
of accounts). |
None |
Class
F |
$1,000,000
This
requirement is waived when the shares are
purchased
through omnibus accounts (or similar
types
of accounts). |
None |
Class
SDR |
$5,000,000
This
requirement is waived for purchases through
certain
plan level or omnibus accounts. |
None |
Share
Classes |
A |
C |
I |
Y |
F |
SDR |
Maximum
sales charge (load) imposed on purchases (as a
percentage
of offering price) |
|
|
|
|
|
|
Maximum
deferred sales charge (load) (as a percentage of
purchase
price or redemption proceeds, whichever is less) |
|
|
|
|
|
|
Share
Classes |
A |
C |
I |
Y |
F |
SDR |
Management
fees |
|
|
|
|
|
|
Distribution
and service (12b-1) fees |
|
|
|
|
|
|
Other
expenses |
|
|
|
|
|
|
Total
annual fund operating expenses |
|
|
|
|
|
|
Fee
waiver and/or expense reimbursement(2)
|
|
|
|
|
|
|
Total
annual fund operating expenses after fee waiver and/or
expense
reimbursement(2)
|
|
|
|
|
|
|
Share
Classes |
Year
1 |
Year
3 |
Year
5 |
Year
10 |
A |
$ |
$ |
$ |
$ |
C |
$ |
$ |
$ |
$ |
I |
$ |
$ |
$ |
$ |
Y |
$ |
$ |
$ |
$ |
F |
$ |
$ |
$ |
$ |
SDR |
$ |
$ |
$ |
$ |
C |
$ |
$ |
$ |
$ |
|
|
|
|
|
|
|
|
|
|
|
Since
Inception |
Share
Classes |
1
Year |
(09/30/2021) |
Class
SDR - Return Before Taxes |
|
- |
-
Return After Taxes on Distributions
|
|
- |
-
Return After Taxes on Distributions and Sale of Fund Shares
|
|
- |
Share
Classes
(Return Before Taxes) |
|
|
Class
A*
|
|
- |
Class
C*
|
|
- |
Class
I*
|
|
- |
Class
Y*
|
|
- |
Class
F*
|
|
- |
MSCI
Emerging Markets Index (Net) (reflects reinvested dividends net of
withholding taxes but
reflects
no deduction for fees, expenses or other taxes)
|
|
- |
Portfolio
Manager |
Title |
Involved
with
Fund
Since |
Tom
Wilson, CFA |
Portfolio
Manager |
2021 |
David
Philpotts |
Portfolio
Manager |
2021 |
Gordon
Huang |
Portfolio
Manager |
2021 |
Share
Classes |
Minimum
Initial Investment |
Minimum
Subsequent
Investment |
Class
A, Class C and Class I |
$2,000
for all accounts except: $250, if establishing an Automatic Investment
Plan
(“AIP”), with recurring monthly investments of at least
$50 |
$50 |
Class
Y |
$250,000
This
requirement is waived when the shares are purchased through omnibus
accounts
(or similar types of accounts). |
None |
Class
F |
$1,000,000
This
requirement is waived when the shares are purchased through omnibus
accounts
(or similar types of accounts). |
None |
Class
SDR |
$5,000,000
This
requirement is waived for purchases through certain plan level or
omnibus
accounts. |
None |
Share
Classes |
I |
SDR |
Management
fees(1)
|
|
|
Distribution
and service (12b-1) fees |
|
|
Total
other expenses |
|
|
Expenses
of the Subsidiary(2)
|
|
|
Other
expenses(3)
|
|
|
Acquired
fund fees and expenses(3)
|
|
|
Total
annual fund operating expenses |
|
|
Fee
waiver and/or expense reimbursement(4)
|
|
|
Total
annual fund operating expenses after fee waiver and/or expense
reimbursement(4)
|
|
|
Share
Classes |
Year
1 |
Year
3 |
I |
$ |
$ |
SDR |
$ |
$ |
Portfolio
Manager |
Title |
Involved
with
Fund
Since |
Johanna
Kyrklund, CFA |
Portfolio
Manager |
2023 |
Remi
Olu-Pitan, CFA |
Portfolio
Manager |
2023 |
Mina
Krishnan, CFA |
Portfolio
Manager |
2023 |
Gaia
Marinaccio, CFA |
Portfolio
Manager |
2023 |
Share
Classes |
Minimum
Initial Investment |
Minimum
Subsequent
Investment |
Class
I |
$2,000
for all accounts except: $250, if establishing an Automatic Investment
Plan (“AIP”),
with
recurring monthly investments of at least $50 |
$50 |
Class
SDR |
$5,000,000
This
requirement is waived for purchases through certain plan level or omnibus
accounts. |
None |
Share
Classes |
A |
C |
I |
R3 |
R4 |
R5 |
Y |
F |
SDR |
Maximum
sales charge (load) imposed
on
purchases (as a percentage of
offering
price) |
|
|
|
|
|
|
|
|
|
Maximum
deferred sales charge (load)
(as
a percentage of purchase price or
redemption
proceeds, whichever is less) |
|
|
|
|
|
|
|
|
|
Share
Classes |
A |
C |
I |
R3 |
R4 |
R5 |
Y |
F |
SDR |
Management
fees |
|
|
|
|
|
|
|
|
|
Distribution
and service (12b-1) fees |
|
|
|
|
|
|
|
|
|
Other
expenses |
|
|
|
|
|
|
|
|
|
Total
annual fund operating expenses |
|
|
|
|
|
|
|
|
|
Fee
waiver and/or expense
reimbursement(2)
|
|
|
|
|
|
|
|
|
|
Total
annual fund operating expenses
after
fee waiver and/or expense
reimbursement(2)
|
|
|
|
|
|
|
|
|
|
Share
Classes |
Year
1 |
Year
3 |
Year
5 |
Year
10 |
A |
$ |
$ |
$ |
$ |
C |
$ |
$ |
$ |
$ |
I |
$ |
$ |
$ |
$ |
R3 |
$ |
$ |
$ |
$ |
R4 |
$ |
$ |
$ |
$ |
R5 |
$ |
$ |
$ |
$ |
Y |
$ |
$ |
$ |
$ |
F |
$ |
$ |
$ |
$ |
SDR |
$ |
$ |
$ |
$ |
C |
$ |
$ |
$ |
$ |
|
|
|
|
|
|
|
|
|
Share
Classes |
1
Year |
5
Years |
10
Years |
Class
A – Return Before Taxes |
|
|
|
–
Return After Taxes on Distributions |
|
|
|
–
Return After Taxes on Distributions and Sale of Fund
Shares |
|
|
|
Share
Classes
(Return Before Taxes) |
|
|
|
Class
C* |
|
|
|
Class
I |
|
|
|
Class
R3* |
|
|
|
Class
R4* |
|
|
|
Class
R5* |
|
|
|
Class
Y* |
|
|
|
Class
F** |
|
|
|
Class
SDR*** |
|
|
|
MSCI
Emerging Markets Index (Net) (reflects reinvested dividends net of
withholding taxes
but
reflects no deduction for fees, expenses or other
taxes) |
|
|
|
Portfolio
Manager |
Title |
Involved
with
Fund
Since |
Tom
Wilson, CFA |
Portfolio
Manager |
2014 |
Robert
Davy |
Portfolio
Manager |
2006 |
James
Gotto |
Portfolio
Manager |
2006 |
Waj
Hashmi, CFA |
|