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Hartford International Growth Fund

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Objective

Seeks capital appreciation.

Overview

An international stock fund that seeks capital appreciation by focusing on companies that are globally competitive and exhibit growth potential.

More About International Growth Fund 

Performance

Performance (%)
% (as of 12/31/2017)
Average Annual Total Returns % (as of 12/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Growth  I 33.31 33.31 9.05 9.53 0.90 4.87
Benchmark 32.01 32.01 9.29 7.97 2.40 ---
Morningstar Foreign Large Growth Category 31.25 31.25 8.95 7.92 2.48 ---
Performance (%)
% (as of 12/31/2017)
Average Annual Total Returns % (as of 12/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Growth  I 33.31 33.31 9.05 9.53 0.90 4.87
Benchmark 32.01 32.01 9.29 7.97 2.40 ---
Morningstar Foreign Large Growth Category 31.25 31.25 8.95 7.92 2.48 ---
SI = Since Inception. Fund Inception: 04/30/2001
Operating Expenses:   Net  1.00% |  Gross  1.17%

Share Class Inception: 8/31/06.
Class I-share performance prior to its inception date reflects Class A-share performance (excluding sales charges) and operating expenses. SI performance is calculated from 4/30/01.

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

(as of 12/31/2017)
[{"date":"2017/12/31","value":"10573"},{"date":"2017/11/30","value":"10504"},{"date":"2017/10/31","value":"10422"},{"date":"2017/09/30","value":"10189"},{"date":"2017/08/31","value":"9970"},{"date":"2017/07/31","value":"9819"},{"date":"2017/06/30","value":"9469"},{"date":"2017/05/31","value":"9394"},{"date":"2017/04/30","value":"9058"},{"date":"2017/03/31","value":"8743"},{"date":"2017/02/28","value":"8421"},{"date":"2017/01/31","value":"8332"},{"date":"2016/12/31","value":"7948"},{"date":"2016/11/30","value":"7926"},{"date":"2016/10/31","value":"8285"},{"date":"2016/09/30","value":"8590"},{"date":"2016/08/31","value":"8380"},{"date":"2016/07/31","value":"8387"},{"date":"2016/06/30","value":"8136"},{"date":"2016/05/31","value":"8224"},{"date":"2016/04/30","value":"8075"},{"date":"2016/03/31","value":"8055"},{"date":"2016/02/29","value":"7595"},{"date":"2016/01/31","value":"7791"},{"date":"2015/12/31","value":"8285"},{"date":"2015/11/30","value":"8345"},{"date":"2015/10/31","value":"8318"},{"date":"2015/09/30","value":"7881"},{"date":"2015/08/31","value":"8069"},{"date":"2015/07/31","value":"8755"},{"date":"2015/06/30","value":"8775"},{"date":"2015/05/31","value":"9004"},{"date":"2015/04/30","value":"8990"},{"date":"2015/03/31","value":"8620"},{"date":"2015/02/28","value":"8735"},{"date":"2015/01/31","value":"8351"},{"date":"2014/12/31","value":"8224"},{"date":"2014/11/30","value":"8415"},{"date":"2014/10/31","value":"8428"},{"date":"2014/09/30","value":"8375"},{"date":"2014/08/31","value":"8751"},{"date":"2014/07/31","value":"8583"},{"date":"2014/06/30","value":"8737"},{"date":"2014/05/31","value":"8704"},{"date":"2014/04/30","value":"8556"},{"date":"2014/03/31","value":"8469"},{"date":"2014/02/28","value":"8529"},{"date":"2014/01/31","value":"7986"},{"date":"2013/12/31","value":"8388"},{"date":"2013/11/30","value":"8177"},{"date":"2013/10/31","value":"8064"},{"date":"2013/09/30","value":"7844"},{"date":"2013/08/31","value":"7378"},{"date":"2013/07/31","value":"7617"},{"date":"2013/06/30","value":"7224"},{"date":"2013/05/31","value":"7484"},{"date":"2013/04/30","value":"7537"},{"date":"2013/03/31","value":"7324"},{"date":"2013/02/28","value":"7124"},{"date":"2013/01/31","value":"7058"},{"date":"2012/12/31","value":"6818"},{"date":"2012/11/30","value":"6655"},{"date":"2012/10/31","value":"6444"},{"date":"2012/09/30","value":"6358"},{"date":"2012/08/31","value":"6212"},{"date":"2012/07/31","value":"6080"},{"date":"2012/06/30","value":"6021"},{"date":"2012/05/31","value":"5816"},{"date":"2012/04/30","value":"6490"},{"date":"2012/03/31","value":"6444"},{"date":"2012/02/29","value":"6364"},{"date":"2012/01/31","value":"6027"},{"date":"2011/12/31","value":"5717"},{"date":"2011/11/30","value":"5863"},{"date":"2011/10/31","value":"6060"},{"date":"2011/09/30","value":"5536"},{"date":"2011/08/31","value":"6282"},{"date":"2011/07/31","value":"6826"},{"date":"2011/06/30","value":"6997"},{"date":"2011/05/31","value":"7088"},{"date":"2011/04/30","value":"7304"},{"date":"2011/03/31","value":"6839"},{"date":"2011/02/28","value":"6807"},{"date":"2011/01/31","value":"6603"},{"date":"2010/12/31","value":"6649"},{"date":"2010/11/30","value":"6151"},{"date":"2010/10/31","value":"6296"},{"date":"2010/09/30","value":"6034"},{"date":"2010/08/31","value":"5365"},{"date":"2010/07/31","value":"5503"},{"date":"2010/06/30","value":"5090"},{"date":"2010/05/31","value":"5077"},{"date":"2010/04/30","value":"5581"},{"date":"2010/03/31","value":"5726"},{"date":"2010/02/28","value":"5326"},{"date":"2010/01/31","value":"5293"},{"date":"2009/12/31","value":"5536"},{"date":"2009/11/30","value":"5386"},{"date":"2009/10/31","value":"5148"},{"date":"2009/09/30","value":"5212"},{"date":"2009/08/31","value":"4968"},{"date":"2009/07/31","value":"4910"},{"date":"2009/06/30","value":"4492"},{"date":"2009/05/31","value":"4646"},{"date":"2009/04/30","value":"4151"},{"date":"2009/03/31","value":"3745"},{"date":"2009/02/28","value":"3571"},{"date":"2009/01/31","value":"3900"},{"date":"2008/12/31","value":"4324"},{"date":"2008/11/30","value":"4118"},{"date":"2008/10/31","value":"4550"},{"date":"2008/09/30","value":"5907"},{"date":"2008/08/31","value":"7413"},{"date":"2008/07/31","value":"7780"},{"date":"2008/06/30","value":"8127"},{"date":"2008/05/31","value":"8880"},{"date":"2008/04/30","value":"8758"},{"date":"2008/03/31","value":"8533"},{"date":"2008/02/29","value":"8745"},{"date":"2008/01/31","value":"8887"},{"date":"2007/12/31","value":"10000"}]

 
Growth of $10,000

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

Calendar Year Returns (%)
Fund Benchmark
2017 33.31 32.01
2016 -3.70 0.12
2015 1.03 -1.25
2014 -1.56 -2.65
2013 23.49 15.49
2012 19.54 16.67
2011 -13.73 -14.21
2010 20.57 14.45
2009 28.43 38.67
2008 -56.56 -45.61

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 12/31/2017
Net Assets $289 million
# of Holdings 101
% in Equities 97%
Turnover (12/31/2017) 71%
% in Foreign Equities 93%
Standard Deviation 10.99%
Holdings Characteristics
(as of 12/31/2017)
Fund
Asset Weighted Market Cap $95.1 billion
EPS Growth Rate 15.4%
Median Market Cap $29.8 billion
Price/Book 3.1x
Price/Earnings 16.3x
Return on Equity 19.5%
Return Characteristics
(as of 12/31/2017)
Fund
Alpha 2.14
Down Capture 89.28
Information Ratio 0.48
Sharpe Ratio 0.87
Up Capture 100.86

Regional Exposure (%)

(as of 12/31/2017)
label value
Europe 47.16
Emerging Markets 28.71
Japan 11.02
North America 6.80
Asia Pacific ex Japan 6.31
(as of 9/30/2017)
label value
Europe 49.14
Emerging Markets 27.30
Japan 10.57
North America 7.10
Asia Pacific ex Japan 5.89

Top Ten Holdings (%)

(as of 12/31/2017)
label percentageholding
Tencent Holdings Ltd. 3.85
Alibaba Group Holding Ltd. 3.07
Taiwan Semiconductor Manufacturing Co., Ltd. 2.90
Samsung Electronics Co., Ltd. 2.87
Unilever N.V. 2.14
Airbus SE 1.95
UBS Group AG 1.91
British American Tobacco plc 1.83
New Oriental Education & Technology Group, Inc. 1.57
Magna International, Inc. 1.47
Total Portfolio % 23.56
(as of 9/30/2017)
label percentageholding
Tencent Holdings Ltd. 3.61
Alibaba Group Holding Ltd. 3.19
Taiwan Semiconductor Manufacturing Co., Ltd. 2.98
Unilever N.V. 2.92
Samsung Electronics Co., Ltd. 2.82
Airbus SE 1.92
British American Tobacco plc 1.76
Safran S.A. 1.51
New Oriental Education & Technology Group, Inc. 1.49
UBS Group AG 1.42
Total Portfolio % 23.62
Market Cap Distribution %
(as of 12/31/2017)
Less than $2 billion 0.5
$2 billion - $5 billion 1.5
$5 billion - $10 billion 11.0
Greater than $10 billion 86.8
Fund Essentials
Inception Date 04/30/2001
Symbol HNCJX
CUSIP 416649846
Fund Number 1315
Sector Exposure
Sectors 09/30/2017 Fund 12/31/2017 Benchmark 12/31/2017 UNDERWEIGHT / OVERWEIGHT -9 0 9
Financials 17.6 19.4 10.3
Overweight 100.0%
Information Technology 25.2 24.7 19.0
Overweight 66.66666666666666%
Consumer Discretionary 15.9 15.7 13.1
Overweight 33.33333333333333%
Telecommunication Services 2.6 2.7 1.8
Overweight 11.11111111111111%
Real Estate 1.5 2.1 2.0
Overweight 0.0%
Utilities 1.6 1.1 1.1
Overweight 0.0%
Industrials 15.5 14.1 15.4
Overweight 11.11111111111111%
Energy 1.4 1.4 2.8
Overweight 22.22222222222222%
Consumer Staples 10.5 11.5 15.6
Overweight 44.44444444444444%
Health Care 6.2 5.7 10.2
Overweight 44.44444444444444%
Materials 1.4 1.5 8.7
Overweight 77.77777777777777%

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

2018 Outlooks (Schroders) 

Fri Dec 22 14:06:00 EST 2017
Thought leaders from Schroder Investment Management provide their outlook on issues that may influence markets and portfolios going forward.
pdf

1Q 2018 Outlooks (Wellington) 

Thu Dec 21 14:06:00 EST 2017
Thought leaders from Wellington Management provide their outlook on issues that may influence markets and portfolios going forward.
pdf

A Reboot for International Equities 

Sun Oct 01 12:42:00 EDT 2017
Much like popular film franchises often are restarted to renewed popularity, interest in international investing may be poised to be rekindled.

Literature

Fund Literature

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Fact Sheet

12/31/2017 | pdf
Get FINRA Letter

Max 100

Commentary

09/30/2017 | pdf
Get FINRA Letter

Max 100

Summary Prospectus

03/01/2017 | pdf

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Pitchbook

12/31/2017 | pdf

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Semi Annual Report

04/30/2017 | pdf

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Statutory Prospectus

03/01/2017 | pdf

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Annual Report

10/31/2017 | pdf

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SAI

03/01/2017 | pdf

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A WORD ABOUT RISK

All investments are subject to risk, including the possible loss of principal. There is no guarantee the Fund will achieve its stated objective. The Fund's share price may fluctuate due to market risk and/or security selections that may underperform the market or relevant benchmarks. If the Fund's strategy for allocating assets among different asset classes and/or portfolio management teams does not work as intended, the Fund may not achieve its objective or may underperform other funds with similar investment strategies. Foreign investments can be riskier and more volatile than U.S. investments due to the adverse effects of currency exchange rates, differences in market structure and liquidity, as well as political and economic developments in foreign countries and regions (e.g., "Brexit"). These risks are generally greater for investments in emerging markets. Small- and mid-cap securities can have greater risk and volatility than large-cap securities. Growth investing may go out of favor, which may cause the Fund to underperform the broader stock market. The Fund may have high portfolio turnover, which could increase the Fund's transaction costs and an investor's tax liability.

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