BAIDF - Hartford Emerging Markets Equity Fund Q1 2025 Commentary
2025-05-19 22:47:00 ET
Summary
- The Hartford Emerging Markets Equity Fund (I Share) outperformed the MSCI Emerging Markets Index Net during the quarter but delivered overall positive returns.
- Emerging-market equities rose over the quarter, with Latin America leading the gains, followed by EMEA (Europe, the Middle East, and Africa), and Asia.
- On a market basis at quarter-end, we were most overweight South Korea and Thailand, and most underweight India, Taiwan, and Malaysia relative to the benchmark.
Average Annual Total Returns (%)
| Expenses1 |
| Class |
| QTD |
| YTD |
| 1 Year |
| 3 Year |
| 5 Year |
| 10 Year |
| SI |
| Gross |
| Net |
| A |
| 3.32 |
| 3.32 |
| 11.42 |
| 4.83 |
| 10.65 |
| 4.67 |
| 2.54 |
| 1.54% |
| 1.45% |
| A with 5.5% Max Sales Charge |
| — |
| — |
| 5.3 |
| 2.87 |
| 9.4 |
| 4.08 |
| 2.12 |
| — |
| — |
| F |
| 3.46 |
| 3.46 |
| 11.96 |
| 5.34 |
| 11.18 |
| 5.14 |
| 2.97 |
| 1.06% |
| 0.98% |
| I |
| 3.43 |
| 3.43 |
| 11.76 |
| 5.15 |
| 10.98 |
| 5.01 |
| 2.88 |
| 1.18% |
| 1.16% |
| R3 |
| 3.33 |
| 3.33 |
| 11.18 |
| 4.58 |
| 10.38 |
| 4.4 |
| 2.28 |
| 1.78% |
| 1.70% |
| R4 |
| 3.36 |
| 3.36 |
| 11.41 |
| 4.8 |
| 10.64 |
| 4.68 |
| 2.55 |
| 1.48% |
| 1.45% |
| R5 |
| 3.47 |
| 3.47 |
| 11.79 |
| 5.17 |
| 10.95 |
| 4.92 |
| 2.81 |
| 1.18% |
| 1.15% |
| R6 |
| 3.44 |
| 3.44 |
| 11.99 |
| 5.34 |
| 11.18 |
| 5.16 |
| 3 |
| 1.06% |
| 0.98% |
| Y |
| 3.55 |
| 3.55 |
| 11.88 |
| 5.22 |
| 11.04 |
| 5.07 |
| 2.94 |
| 1.17% |
| 1.10% |
| Benchmark |
| 2.93 |
| 2.93 |
| 8.09 |
| 1.44 |
| 7.94 |
| 3.71 |
| — |
| — |
| — |
| Morningstar Category |
| 1.77 |
| 1.77 |
| 4.96 |
| 1.72 |
| 8.84 |
| 3.59 |
| — |
| — |
| — |