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Hartford International Equity Fund

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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, and I of the Fund closed to new investors, except as disclosed in the prospectus.

More About International Equity Fund 

Gregg R. Thomas, CFA
Senior Managing Director
Director of Investment Strategy
Tom S. Simon, CFA
Senior Managing Director
Equity Portfolio Manager

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

Performance

Performance (%)
% (as of 10/31/2019)
Average Annual Total Returns % (as of 10/31/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Equity  I 14.65 9.29 6.90 4.34 6.01 2.54
Benchmark 15.45 11.27 8.07 3.82 4.94 ---
Morningstar Foreign Large Blend Category 15.81 10.18 7.42 3.64 5.09 ---
Performance (%)
% (as of 9/30/2019)
Average Annual Total Returns % (as of 9/30/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Equity  I 11.38 -2.93 5.29 3.63 5.44 2.29
Benchmark 11.56 -1.23 6.33 2.90 4.45 ---
Morningstar Foreign Large Blend Category 12.07 -2.14 5.47 2.85 4.48 ---
SI = Since Inception. Fund Inception: 06/30/2008
Operating Expenses:   Net  0.75% |  Gross  0.83%

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 10/31/2019)
[{"date":"Thu Oct 31 00:00:00 EDT 2019","value":"17927.0"},{"date":"Mon Sep 30 00:00:00 EDT 2019","value":"17416.0"},{"date":"Sat Aug 31 00:00:00 EDT 2019","value":"17086.0"},{"date":"Wed Jul 31 00:00:00 EDT 2019","value":"17416.0"},{"date":"Sun Jun 30 00:00:00 EDT 2019","value":"17679.0"},{"date":"Fri May 31 00:00:00 EDT 2019","value":"16724.0"},{"date":"Tue Apr 30 00:00:00 EDT 2019","value":"17597.0"},{"date":"Sun Mar 31 00:00:00 EDT 2019","value":"17235.0"},{"date":"Thu Feb 28 00:00:00 EST 2019","value":"17152.0"},{"date":"Thu Jan 31 00:00:00 EST 2019","value":"16823.0"},{"date":"Mon Dec 31 00:00:00 EST 2018","value":"15636.0"},{"date":"Fri Nov 30 00:00:00 EST 2018","value":"16517.0"},{"date":"Wed Oct 31 00:00:00 EDT 2018","value":"16402.0"},{"date":"Sun Sep 30 00:00:00 EDT 2018","value":"17942.0"},{"date":"Fri Aug 31 00:00:00 EDT 2018","value":"17910.0"},{"date":"Tue Jul 31 00:00:00 EDT 2018","value":"18336.0"},{"date":"Sat Jun 30 00:00:00 EDT 2018","value":"17926.0"},{"date":"Thu May 31 00:00:00 EDT 2018","value":"18434.0"},{"date":"Mon Apr 30 00:00:00 EDT 2018","value":"18860.0"},{"date":"Sat Mar 31 00:00:00 EDT 2018","value":"18811.0"},{"date":"Wed Feb 28 00:00:00 EST 2018","value":"18860.0"},{"date":"Wed Jan 31 00:00:00 EST 2018","value":"19876.0"},{"date":"Sun Dec 31 00:00:00 EST 2017","value":"18729.0"},{"date":"Thu Nov 30 00:00:00 EST 2017","value":"18410.0"},{"date":"Tue Oct 31 00:00:00 EDT 2017","value":"18268.0"},{"date":"Sat Sep 30 00:00:00 EDT 2017","value":"18030.0"},{"date":"Thu Aug 31 00:00:00 EDT 2017","value":"17617.0"},{"date":"Mon Jul 31 00:00:00 EDT 2017","value":"17443.0"},{"date":"Fri Jun 30 00:00:00 EDT 2017","value":"16872.0"},{"date":"Wed May 31 00:00:00 EDT 2017","value":"16650.0"},{"date":"Sun Apr 30 00:00:00 EDT 2017","value":"16206.0"},{"date":"Fri Mar 31 00:00:00 EDT 2017","value":"15841.0"},{"date":"Tue Feb 28 00:00:00 EST 2017","value":"15302.0"},{"date":"Tue Jan 31 00:00:00 EST 2017","value":"15160.0"},{"date":"Sat Dec 31 00:00:00 EST 2016","value":"14541.0"},{"date":"Wed Nov 30 00:00:00 EST 2016","value":"14300.0"},{"date":"Mon Oct 31 00:00:00 EDT 2016","value":"14673.0"},{"date":"Fri Sep 30 00:00:00 EDT 2016","value":"14922.0"},{"date":"Wed Aug 31 00:00:00 EDT 2016","value":"14705.0"},{"date":"Sun Jul 31 00:00:00 EDT 2016","value":"14565.0"},{"date":"Thu Jun 30 00:00:00 EDT 2016","value":"13958.0"},{"date":"Tue May 31 00:00:00 EDT 2016","value":"14083.0"},{"date":"Sat Apr 30 00:00:00 EDT 2016","value":"14192.0"},{"date":"Thu Mar 31 00:00:00 EDT 2016","value":"13850.0"},{"date":"Mon Feb 29 00:00:00 EST 2016","value":"12901.0"},{"date":"Sun Jan 31 00:00:00 EST 2016","value":"13181.0"},{"date":"Thu Dec 31 00:00:00 EST 2015","value":"13927.0"},{"date":"Mon Nov 30 00:00:00 EST 2015","value":"14187.0"},{"date":"Sat Oct 31 00:00:00 EDT 2015","value":"14308.0"},{"date":"Wed Sep 30 00:00:00 EDT 2015","value":"13447.0"},{"date":"Mon Aug 31 00:00:00 EDT 2015","value":"13870.0"},{"date":"Fri Jul 31 00:00:00 EDT 2015","value":"14867.0"},{"date":"Tue Jun 30 00:00:00 EDT 2015","value":"14958.0"},{"date":"Sun May 31 00:00:00 EDT 2015","value":"15381.0"},{"date":"Thu Apr 30 00:00:00 EDT 2015","value":"15411.0"},{"date":"Tue Mar 31 00:00:00 EDT 2015","value":"14611.0"},{"date":"Sat Feb 28 00:00:00 EST 2015","value":"14731.0"},{"date":"Sat Jan 31 00:00:00 EST 2015","value":"14036.0"},{"date":"Wed Dec 31 00:00:00 EST 2014","value":"13976.0"},{"date":"Sun Nov 30 00:00:00 EST 2014","value":"14453.0"},{"date":"Fri Oct 31 00:00:00 EDT 2014","value":"14496.0"},{"date":"Tue Sep 30 00:00:00 EDT 2014","value":"14569.0"},{"date":"Sun Aug 31 00:00:00 EDT 2014","value":"15237.0"},{"date":"Thu Jul 31 00:00:00 EDT 2014","value":"15077.0"},{"date":"Mon Jun 30 00:00:00 EDT 2014","value":"15411.0"},{"date":"Sat May 31 00:00:00 EDT 2014","value":"15266.0"},{"date":"Wed Apr 30 00:00:00 EDT 2014","value":"14961.0"},{"date":"Mon Mar 31 00:00:00 EDT 2014","value":"14860.0"},{"date":"Fri Feb 28 00:00:00 EST 2014","value":"14889.0"},{"date":"Fri Jan 31 00:00:00 EST 2014","value":"14104.0"},{"date":"Tue Dec 31 00:00:00 EST 2013","value":"14772.0"},{"date":"Sat Nov 30 00:00:00 EST 2013","value":"14527.0"},{"date":"Thu Oct 31 00:00:00 EDT 2013","value":"14326.0"},{"date":"Mon Sep 30 00:00:00 EDT 2013","value":"13924.0"},{"date":"Sat Aug 31 00:00:00 EDT 2013","value":"13076.0"},{"date":"Wed Jul 31 00:00:00 EDT 2013","value":"13320.0"},{"date":"Sun Jun 30 00:00:00 EDT 2013","value":"12760.0"},{"date":"Fri May 31 00:00:00 EDT 2013","value":"13205.0"},{"date":"Tue Apr 30 00:00:00 EDT 2013","value":"13392.0"},{"date":"Sun Mar 31 00:00:00 EDT 2013","value":"12976.0"},{"date":"Thu Feb 28 00:00:00 EST 2013","value":"12861.0"},{"date":"Thu Jan 31 00:00:00 EST 2013","value":"12918.0"},{"date":"Mon Dec 31 00:00:00 EST 2012","value":"12430.0"},{"date":"Fri Nov 30 00:00:00 EST 2012","value":"11963.0"},{"date":"Wed Oct 31 00:00:00 EDT 2012","value":"11753.0"},{"date":"Sun Sep 30 00:00:00 EDT 2012","value":"11626.0"},{"date":"Fri Aug 31 00:00:00 EDT 2012","value":"11289.0"},{"date":"Tue Jul 31 00:00:00 EDT 2012","value":"10965.0"},{"date":"Sat Jun 30 00:00:00 EDT 2012","value":"10993.0"},{"date":"Thu May 31 00:00:00 EDT 2012","value":"10459.0"},{"date":"Mon Apr 30 00:00:00 EDT 2012","value":"11724.0"},{"date":"Sat Mar 31 00:00:00 EDT 2012","value":"11963.0"},{"date":"Wed Feb 29 00:00:00 EST 2012","value":"12006.0"},{"date":"Tue Jan 31 00:00:00 EST 2012","value":"11303.0"},{"date":"Sat Dec 31 00:00:00 EST 2011","value":"10459.0"},{"date":"Wed Nov 30 00:00:00 EST 2011","value":"10735.0"},{"date":"Mon Oct 31 00:00:00 EDT 2011","value":"11151.0"},{"date":"Fri Sep 30 00:00:00 EDT 2011","value":"10151.0"},{"date":"Wed Aug 31 00:00:00 EDT 2011","value":"11512.0"},{"date":"Sun Jul 31 00:00:00 EDT 2011","value":"12498.0"},{"date":"Thu Jun 30 00:00:00 EDT 2011","value":"12734.0"},{"date":"Tue May 31 00:00:00 EDT 2011","value":"12970.0"},{"date":"Sat Apr 30 00:00:00 EDT 2011","value":"13248.0"},{"date":"Thu Mar 31 00:00:00 EDT 2011","value":"12581.0"},{"date":"Mon Feb 28 00:00:00 EST 2011","value":"12595.0"},{"date":"Mon Jan 31 00:00:00 EST 2011","value":"12248.0"},{"date":"Fri Dec 31 00:00:00 EST 2010","value":"12109.0"},{"date":"Tue Nov 30 00:00:00 EST 2010","value":"11353.0"},{"date":"Sun Oct 31 00:00:00 EDT 2010","value":"11669.0"},{"date":"Thu Sep 30 00:00:00 EDT 2010","value":"11229.0"},{"date":"Tue Aug 31 00:00:00 EDT 2010","value":"10076.0"},{"date":"Sat Jul 31 00:00:00 EDT 2010","value":"10351.0"},{"date":"Wed Jun 30 00:00:00 EDT 2010","value":"9403.0"},{"date":"Mon May 31 00:00:00 EDT 2010","value":"9486.0"},{"date":"Fri Apr 30 00:00:00 EDT 2010","value":"10543.0"},{"date":"Wed Mar 31 00:00:00 EDT 2010","value":"10680.0"},{"date":"Sun Feb 28 00:00:00 EST 2010","value":"9994.0"},{"date":"Sun Jan 31 00:00:00 EST 2010","value":"10035.0"},{"date":"Thu Dec 31 00:00:00 EST 2009","value":"10557.0"},{"date":"Mon Nov 30 00:00:00 EST 2009","value":"10366.0"},{"date":"Sat Oct 31 00:00:00 EDT 2009","value":"10000.0"}]

 
Growth of $10,000
I-Share Morningstar Ratings
(as of 10/31/2019)
  • Overall
    infoIcon:
    Overall, 4 stars, 3-Year, 2 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 620, 620, 489 and 365 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
    ©2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
    infoIcon:
  • 620 Products | Foreign Large Blend Category
Based on Risk-Adjusted Returns
Calendar Year Returns (%)
Fund Benchmark
2018 -16.51 -14.20
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.

CharacteristicsAllocations, exposures and holdings are subject to change. Percentages may be rounded.

Allocations, exposures and holdings are subject to change. Percentages may be rounded.
Statistics
As of Date 10/31/2019
Net Assets $966 million
# of Holdings 436
% in Equities 97
% in Foreign Equities 95
Beta (3 year) 1.00
R Squared (3 year) 0.98
Standard Deviation 11.65%
Turnover (9/30/2019) 67%
Active Share 68%
Holdings Characteristics
(as of 10/31/2019)
Fund MSCI ACWI ex USA Index
Price/Earnings 12.9x 12.8x
Price/Book 1.4x 1.6x
EPS Growth Rate 11.7% 9.1%
Return on Equity 14.2% 16.2%
Asset Weighted Market Cap (billions) $58.0 $71.4
Median Market Cap (billions) $9.7 $8.1

Top Five Countries (%)

(as of 10/31/2019)
label percentage
Japan
17
United Kingdom
11
France
9
Switzerland
8
China
7
Canada
6
Taiwan
4
Germany
4
Netherlands
4
South Korea
3
Return Characteristics
(as of 10/31/2019)
Fund
Alpha (5 Year) 0.67
Down Capture (5 Year) 89.31
Information Ratio (5 Year) 0.21
Sharpe Ratio (5 Year) 0.33
Up Capture (5 Year) 93.78
Fund Essentials
Inception Date 06/30/2008
Symbol HDVIX
CUSIP 41664L351
Fund Number 1566

Top Ten Holdings (%)

(as of 10/31/2019)
label percentageholding
Novartis AG 1.21
Allianz SE 1.09
AstraZeneca plc 1.07
Danone S.A. 1.03
Alibaba Group Holding Ltd. 0.97
Heineken N.V. 0.96
Unilever plc 0.96
Samsung Electronics Co., Ltd. 0.91
Iberdrola S.A. 0.90
National Grid plc 0.90
Total Portfolio % 10.00
(as of 9/30/2019)
label percentageholding
Danone S.A. 1.22
Novartis AG 1.20
Allianz SE 1.16
Unilever plc 1.08
AstraZeneca plc 1.03
Heineken N.V. 1.01
East Japan Railway Co. 0.99
Iberdrola S.A. 0.98
Secom Co., Ltd. 0.92
Alibaba Group Holding Ltd. 0.90
Total Portfolio % 10.49

Regional Exposure (%)

(as of 10/31/2019)
label value
Europe 46
Emerging Markets 25
Japan 17
North America 8
Asia Pacific ex Japan 4
(as of 9/30/2019)
label value
Europe 45
Emerging Markets 24
Japan 17
North America 9
Asia Pacific ex Japan 4
Market Cap Distribution %
(as of 10/31/2019)
Fund
Less than $2 billion 8
$2 billion - $5 billion 7
$5 billion - $10 billion 9
Greater than $10 billion 75
Not Classified 1
Sector Exposure
Sectors 9/30/2019 Fund 10/31/2019 Benchmark 10/31/2019 UNDERWEIGHT / OVERWEIGHT -3 0 3
Industrials 14 14 12
Overweight 66.66666666666667%
Information Technology 10 11 9
Overweight 66.66666666666667%
Communication Services 9 8 7
Overweight 33.333333333333336%
Real Estate 4 4 3
Overweight 33.333333333333336%
Utilities 4 4 3
Overweight 33.333333333333336%
Financials 21 22 22
Overweight 0.0%
Materials 7 7 7
Overweight 0.0%
Consumer Staples 10 9 10
Overweight 33.333333333333336%
Health Care 7 7 9
Overweight 66.66666666666667%
Energy 6 5 7
Overweight 66.66666666666667%
Consumer Discretionary 9 9 12
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

3Q Multi-Asset Outlook: Central Banks to the Rescue? Don't Count on it  

07/15/2019
Regardless of near-term developments on the trade front, I expect growth to slow and think investors should consider more defensive positioning.
pdf

Reflections on a Red October 

11/12/2018
October's 7% market drop was the worst one-month decline since 2011.
pdf

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

09/14/2018
It’s easy to lose faith in an asset class that’s been down 10% over the past six months.

Literature

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Fund Literature

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pdf

Fact Sheet

09/30/2019 | pdf

This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.

View FINRA Letter

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Commentary

09/30/2019 | pdf

Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.

View FINRA Letter

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Expanded Commentary

09/30/2019 | pdf

Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.

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Summary Prospectus

03/01/2019 | pdf

A concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.

Pitchbook

09/30/2019 | pdf

This Pitchbook reviews the Fund's investment approach, investment team, investment process, portfolio statistics, top holdings, and current performance.

Semi Annual Report

04/30/2019 | pdf

A semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.

Statutory Prospectus

03/01/2019 | pdf

An annual update on the Fund that includes information about the Fund’s investment manager, sub-adviser, and operations.

Annual Report

10/31/2018 | pdf

An annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.

Flyer

09/30/2019 | pdf

Hartford International Equity DCIO Flyer

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SAI

03/01/2019 | pdf

A supplementary document to the Fund’s prospectus that includes additional information about the Fund and its operations.  

Important Risks: Investing involves risk, including the possible loss of principal. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies. • The Fund's strategy for allocating assets among portfolio management teams may not work as intended. • 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 or if the Fund focuses in a particular geographic region or country. • Small- and mid-cap securities can have greater risks and volatility than large-cap securities.
Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any of such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling, computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the MSCI data is permitted without MSCI's express written consent.

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