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Hartford International Equity Fund

Explore Another ETFs

Objective

Seeks long-term capital appreciation.

Overview

An international stock fund that combines the high active share and low volatility strategies of multiple managers.

Effective as of the close of business on 3/30/18, Classes A, C, I, R3, R4 and R5 of the Fund closed to new investors, except as disclosed in the 3/1/18 prospectus.

More About International Equity Fund 

Kent M. Stahl, CFA
Senior Managing Director
Director of Investment Strategy and Risk
Gregg R. Thomas, CFA
Senior Managing Director
Associate Director of Investment Strategy and Risk

The portfolio managers are supported by the full resources of Wellington.

Performance

Performance (%)
% (as of 9/30/2018)
Average Annual Total Returns % (as of 9/30/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Equity  I -4.20 -0.48 10.09 5.20 5.64 2.82
Benchmark -3.09 1.76 9.97 4.12 5.18 ---
Morningstar Foreign Large Blend Category -2.19 1.68 8.56 4.06 4.80 ---
Performance (%)
% (as of 9/30/2018)
Average Annual Total Returns % (as of 9/30/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Equity  I -4.20 -0.48 10.09 5.20 5.64 2.82
Benchmark -3.09 1.76 9.97 4.12 5.18 ---
Morningstar Foreign Large Blend Category -2.19 1.68 8.56 4.06 4.80 ---
SI = Since Inception. Fund Inception: 06/30/2008
Operating Expenses:   Net  0.75% |  Gross  1.24%

Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.

Growth of $10,000 (I-Share)

(as of 9/30/2018)
[{"date":"Sun Sep 30 00:00:00 EDT 2018","value":"17316.0"},{"date":"Fri Aug 31 00:00:00 EDT 2018","value":"17284.0"},{"date":"Tue Jul 31 00:00:00 EDT 2018","value":"17696.0"},{"date":"Sat Jun 30 00:00:00 EDT 2018","value":"17300.0"},{"date":"Thu May 31 00:00:00 EDT 2018","value":"17790.0"},{"date":"Mon Apr 30 00:00:00 EDT 2018","value":"18202.0"},{"date":"Sat Mar 31 00:00:00 EDT 2018","value":"18154.0"},{"date":"Wed Feb 28 00:00:00 EST 2018","value":"18202.0"},{"date":"Wed Jan 31 00:00:00 EST 2018","value":"19182.0"},{"date":"Sun Dec 31 00:00:00 EST 2017","value":"18075.0"},{"date":"Thu Nov 30 00:00:00 EST 2017","value":"17768.0"},{"date":"Tue Oct 31 00:00:00 EDT 2017","value":"17630.0"},{"date":"Sat Sep 30 00:00:00 EDT 2017","value":"17400.0"},{"date":"Thu Aug 31 00:00:00 EDT 2017","value":"17002.0"},{"date":"Mon Jul 31 00:00:00 EDT 2017","value":"16834.0"},{"date":"Fri Jun 30 00:00:00 EDT 2017","value":"16283.0"},{"date":"Wed May 31 00:00:00 EDT 2017","value":"16069.0"},{"date":"Sun Apr 30 00:00:00 EDT 2017","value":"15640.0"},{"date":"Fri Mar 31 00:00:00 EDT 2017","value":"15288.0"},{"date":"Tue Feb 28 00:00:00 EST 2017","value":"14768.0"},{"date":"Tue Jan 31 00:00:00 EST 2017","value":"14630.0"},{"date":"Sat Dec 31 00:00:00 EST 2016","value":"14033.0"},{"date":"Wed Nov 30 00:00:00 EST 2016","value":"13801.0"},{"date":"Mon Oct 31 00:00:00 EDT 2016","value":"14161.0"},{"date":"Fri Sep 30 00:00:00 EDT 2016","value":"14401.0"},{"date":"Wed Aug 31 00:00:00 EDT 2016","value":"14191.0"},{"date":"Sun Jul 31 00:00:00 EDT 2016","value":"14056.0"},{"date":"Thu Jun 30 00:00:00 EDT 2016","value":"13471.0"},{"date":"Tue May 31 00:00:00 EDT 2016","value":"13591.0"},{"date":"Sat Apr 30 00:00:00 EDT 2016","value":"13696.0"},{"date":"Thu Mar 31 00:00:00 EDT 2016","value":"13366.0"},{"date":"Mon Feb 29 00:00:00 EST 2016","value":"12451.0"},{"date":"Sun Jan 31 00:00:00 EST 2016","value":"12721.0"},{"date":"Thu Dec 31 00:00:00 EST 2015","value":"13441.0"},{"date":"Mon Nov 30 00:00:00 EST 2015","value":"13692.0"},{"date":"Sat Oct 31 00:00:00 EDT 2015","value":"13809.0"},{"date":"Wed Sep 30 00:00:00 EDT 2015","value":"12978.0"},{"date":"Mon Aug 31 00:00:00 EDT 2015","value":"13386.0"},{"date":"Fri Jul 31 00:00:00 EDT 2015","value":"14348.0"},{"date":"Tue Jun 30 00:00:00 EDT 2015","value":"14436.0"},{"date":"Sun May 31 00:00:00 EDT 2015","value":"14844.0"},{"date":"Thu Apr 30 00:00:00 EDT 2015","value":"14873.0"},{"date":"Tue Mar 31 00:00:00 EDT 2015","value":"14100.0"},{"date":"Sat Feb 28 00:00:00 EST 2015","value":"14217.0"},{"date":"Sat Jan 31 00:00:00 EST 2015","value":"13546.0"},{"date":"Wed Dec 31 00:00:00 EST 2014","value":"13488.0"},{"date":"Sun Nov 30 00:00:00 EST 2014","value":"13948.0"},{"date":"Fri Oct 31 00:00:00 EDT 2014","value":"13990.0"},{"date":"Tue Sep 30 00:00:00 EDT 2014","value":"14060.0"},{"date":"Sun Aug 31 00:00:00 EDT 2014","value":"14705.0"},{"date":"Thu Jul 31 00:00:00 EDT 2014","value":"14551.0"},{"date":"Mon Jun 30 00:00:00 EDT 2014","value":"14873.0"},{"date":"Sat May 31 00:00:00 EDT 2014","value":"14733.0"},{"date":"Wed Apr 30 00:00:00 EDT 2014","value":"14439.0"},{"date":"Mon Mar 31 00:00:00 EDT 2014","value":"14341.0"},{"date":"Fri Feb 28 00:00:00 EST 2014","value":"14369.0"},{"date":"Fri Jan 31 00:00:00 EST 2014","value":"13612.0"},{"date":"Tue Dec 31 00:00:00 EST 2013","value":"14257.0"},{"date":"Sat Nov 30 00:00:00 EST 2013","value":"14020.0"},{"date":"Thu Oct 31 00:00:00 EDT 2013","value":"13826.0"},{"date":"Mon Sep 30 00:00:00 EDT 2013","value":"13438.0"},{"date":"Sat Aug 31 00:00:00 EDT 2013","value":"12620.0"},{"date":"Wed Jul 31 00:00:00 EDT 2013","value":"12855.0"},{"date":"Sun Jun 30 00:00:00 EDT 2013","value":"12315.0"},{"date":"Fri May 31 00:00:00 EDT 2013","value":"12744.0"},{"date":"Tue Apr 30 00:00:00 EDT 2013","value":"12925.0"},{"date":"Sun Mar 31 00:00:00 EDT 2013","value":"12523.0"},{"date":"Thu Feb 28 00:00:00 EST 2013","value":"12412.0"},{"date":"Thu Jan 31 00:00:00 EST 2013","value":"12467.0"},{"date":"Mon Dec 31 00:00:00 EST 2012","value":"11996.0"},{"date":"Fri Nov 30 00:00:00 EST 2012","value":"11546.0"},{"date":"Wed Oct 31 00:00:00 EDT 2012","value":"11342.0"},{"date":"Sun Sep 30 00:00:00 EDT 2012","value":"11220.0"},{"date":"Fri Aug 31 00:00:00 EDT 2012","value":"10894.0"},{"date":"Tue Jul 31 00:00:00 EDT 2012","value":"10582.0"},{"date":"Sat Jun 30 00:00:00 EDT 2012","value":"10610.0"},{"date":"Thu May 31 00:00:00 EDT 2012","value":"10094.0"},{"date":"Mon Apr 30 00:00:00 EDT 2012","value":"11315.0"},{"date":"Sat Mar 31 00:00:00 EDT 2012","value":"11546.0"},{"date":"Wed Feb 29 00:00:00 EST 2012","value":"11586.0"},{"date":"Tue Jan 31 00:00:00 EST 2012","value":"10908.0"},{"date":"Sat Dec 31 00:00:00 EST 2011","value":"10094.0"},{"date":"Wed Nov 30 00:00:00 EST 2011","value":"10360.0"},{"date":"Mon Oct 31 00:00:00 EDT 2011","value":"10762.0"},{"date":"Fri Sep 30 00:00:00 EDT 2011","value":"9797.0"},{"date":"Wed Aug 31 00:00:00 EDT 2011","value":"11110.0"},{"date":"Sun Jul 31 00:00:00 EDT 2011","value":"12062.0"},{"date":"Thu Jun 30 00:00:00 EDT 2011","value":"12290.0"},{"date":"Tue May 31 00:00:00 EDT 2011","value":"12517.0"},{"date":"Sat Apr 30 00:00:00 EDT 2011","value":"12786.0"},{"date":"Thu Mar 31 00:00:00 EDT 2011","value":"12142.0"},{"date":"Mon Feb 28 00:00:00 EST 2011","value":"12156.0"},{"date":"Mon Jan 31 00:00:00 EST 2011","value":"11821.0"},{"date":"Fri Dec 31 00:00:00 EST 2010","value":"11687.0"},{"date":"Tue Nov 30 00:00:00 EST 2010","value":"10956.0"},{"date":"Sun Oct 31 00:00:00 EDT 2010","value":"11261.0"},{"date":"Thu Sep 30 00:00:00 EDT 2010","value":"10837.0"},{"date":"Tue Aug 31 00:00:00 EDT 2010","value":"9724.0"},{"date":"Sat Jul 31 00:00:00 EDT 2010","value":"9989.0"},{"date":"Wed Jun 30 00:00:00 EDT 2010","value":"9075.0"},{"date":"Mon May 31 00:00:00 EDT 2010","value":"9155.0"},{"date":"Fri Apr 30 00:00:00 EDT 2010","value":"10175.0"},{"date":"Wed Mar 31 00:00:00 EDT 2010","value":"10307.0"},{"date":"Sun Feb 28 00:00:00 EST 2010","value":"9645.0"},{"date":"Sun Jan 31 00:00:00 EST 2010","value":"9685.0"},{"date":"Thu Dec 31 00:00:00 EST 2009","value":"10188.0"},{"date":"Mon Nov 30 00:00:00 EST 2009","value":"10004.0"},{"date":"Sat Oct 31 00:00:00 EDT 2009","value":"9651.0"},{"date":"Wed Sep 30 00:00:00 EDT 2009","value":"9899.0"},{"date":"Mon Aug 31 00:00:00 EDT 2009","value":"9455.0"},{"date":"Fri Jul 31 00:00:00 EDT 2009","value":"9206.0"},{"date":"Tue Jun 30 00:00:00 EDT 2009","value":"8343.0"},{"date":"Sun May 31 00:00:00 EDT 2009","value":"8605.0"},{"date":"Thu Apr 30 00:00:00 EDT 2009","value":"7532.0"},{"date":"Tue Mar 31 00:00:00 EDT 2009","value":"6722.0"},{"date":"Sat Feb 28 00:00:00 EST 2009","value":"6251.0"},{"date":"Sat Jan 31 00:00:00 EST 2009","value":"6839.0"},{"date":"Wed Dec 31 00:00:00 EST 2008","value":"7624.0"},{"date":"Sun Nov 30 00:00:00 EST 2008","value":"7174.0"},{"date":"Fri Oct 31 00:00:00 EDT 2008","value":"7669.0"},{"date":"Tue Sep 30 00:00:00 EDT 2008","value":"10000.0"}]

 
Growth of $10,000

Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.

I-Share Morningstar Ratings
(as of 9/30/2018)
  • Overall
    infoIcon:
Calendar Year Returns (%)
Fund Benchmark
2017 28.80 27.19
2016 4.41 4.50
2015 -0.35 -5.66
2014 -5.39 -3.87
2013 18.85 15.29
2012 18.84 16.83
2011 -13.63 -13.71
2010 14.71 11.15
2009 33.63 41.45

Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.

Characteristics Holdings are subject to change. Percentages may be rounded.

Statistics
As of Date 9/30/2018
Net Assets $230 million
# of Holdings 404
% in Equities 100
% in Foreign Equities 99
Beta (3 year) 0.96
R Squared (3 year) 0.98
Standard Deviation 10.22%
Turnover (9/30/2018) 88%
Holdings Characteristics
(as of 9/30/2018)
Fund MSCI ACWI ex USA Index
Price/Earnings 12.4x 12.4x
Price/Book 1.5x 1.8x
EPS Growth Rate 12.2% 10.5%
Return on Equity 13.3% 15.7%
Asset Weighted Market Cap (billions) $56.9 $68.4
Median Market Cap (billions) $9.6 $8.4
Return Characteristics
(as of 9/30/2018)
Fund
Alpha (5 Year) 1.32
Down Capture (5 Year) 87.79
Information Ratio (5 Year) 0.42
Sharpe Ratio (5 Year) 0.49
Up Capture (5 Year) 96.42
Fund Essentials
Inception Date 06/30/2008
Symbol HDVIX
CUSIP 41664L351
Fund Number 1566

Top Ten Holdings (%)

(as of 9/30/2018)
label percentageholding
Royal Dutch Shell plc 1.87
AstraZeneca plc 1.47
Novartis AG 1.38
UBS Group AG 1.02
Alibaba Group Holding Ltd. 1.01
Tencent Holdings Ltd. 1.00
Yandex N.V. 0.99
RELX plc 0.98
Allianz SE 0.96
E.ON SE 0.94
Total Portfolio % 11.62
(as of 6/30/2018)
label percentageholding
AstraZeneca plc 1.25
Samsung Electronics Co., Ltd. 1.17
Royal Dutch Shell plc 1.15
Novartis AG 1.04
Tencent Holdings Ltd. 0.96
Alibaba Group Holding Ltd. 0.95
Eni S.p.A. 0.93
UBS Group AG 0.88
Yandex N.V. 0.88
Cie de Saint-Gobain 0.86
Total Portfolio % 10.07

Regional Exposure (%)

(as of 9/30/2018)
label value
Europe 44
Emerging Markets 25
Japan 20
North America 6
Asia Pacific ex Japan 5
Middle East/Developed 0
(as of 6/30/2018)
label value
Europe 44
Emerging Markets 26
Japan 18
North America 7
Asia Pacific ex Japan 5
Market Cap Distribution %
(as of 9/30/2018)
Less than $2 billion 9
$2 billion - $5 billion 8
$5 billion - $10 billion 9
Greater than $10 billion 75
Not Classified 0
Sector Exposure
Sectors 6/30/2018 Fund 9/30/2018 Benchmark 9/30/2018 UNDERWEIGHT / OVERWEIGHT -3 0 3
Telecommunication Services 6 6 4
Overweight 66.66666666666667%
Industrials 14 13 12
Overweight 33.333333333333336%
Utilities 4 4 3
Overweight 33.333333333333336%
Consumer Discretionary 12 11 11
Overweight 0.0%
Consumer Staples 9 10 10
Overweight 0.0%
Energy 7 8 8
Overweight 0.0%
Health Care 7 8 8
Overweight 0.0%
Real Estate 4 3 3
Overweight 0.0%
Information Technology 12 11 12
Overweight 33.333333333333336%
Materials 8 7 8
Overweight 33.333333333333336%
Financials 19 19 22
Overweight 100.0%
Based on Global Industry Classification Standard (GICS), which was developed by and is the exclusive property and a service mark of MSCI Inc. (MSCI) and Standard & Poor's, a division of The McGraw-Hill Companies, Inc. (S&P). Excludes cash. May not total to 100% due to rounding and/or pooled vehicle allocations.

Insights

pdf

The 5-Minute Forecast 4Q18 

Thu Oct 18 11:24:00 EDT 2018
A concise summary of the Hartford Funds Multi-Asset Team’s views on the main challenges facing investors: Growth, Income, Volatility, Inflation, and Taxes.
pdf

Is There Still a Long-Term Case for Emerging Market Equities? 

Fri Sep 14 10:00:00 EDT 2018
It’s easy to lose faith in an asset class that’s been down 10% over the past six months.
pdf

Top of Mind: Trending Topics for Institutional Investors  

Thu Aug 09 09:30:00 EDT 2018
Investors are wondering how they can adapt to an equity market that may be late in the cycle and invest in real assets given worries about inflation.

Literature

Fund Literature

Select All

Fact Sheet

09/30/2018 | pdf
Get FINRA Letter

Max 100

Commentary

06/30/2018 | pdf
Get FINRA Letter

Max 100

Summary Prospectus

03/01/2018 | pdf

Available For
Download Only

Pitchbook

06/30/2018 | pdf

Available For
Download Only

Semi Annual Report

04/30/2018 | pdf

Available For
Download Only

Statutory Prospectus

03/01/2018 | pdf

Available For
Download Only

Annual Report

10/31/2017 | pdf

Available For
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Hartford International Flyer

09/30/2018 | pdf

Max 20

SAI

03/01/2018 | pdf

Available For
Download Only

Financial Professionals:

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Important Risks: Investing involves risk, including the possible loss of principal. The Fund seeks to achieve its investment objective by allocating assets among different asset classes and/or portfolio management teams. There is no guarantee a fund will achieve its stated objective. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies. • Foreign investments may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political and economic developments. These risks may be greater for investments in emerging markets. • Small- and mid-cap securities can have greater risks and volatility than large-cap securities. • The Fund may focus on investments in particular geographic regions or countries, so it may be more exposed to risks and volatility than a more broadly diversified fund.

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