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Hartford International Opportunities Fund

Explore Another ETFs

Objective

Seeks long-term growth of capital.

Overview

An international stock fund that seeks long-term growth of capital by looking for companies with improving or sustainable returns.

More About International Opportunities Fund 

International Diversification

We live globally, buying televisions from Japan, phones from China, wine from Italy, and spending vacations abroad. Growth is increasingly found outside U.S. borders, but our portfolios may not have kept pace. The Hartford International Opportunities Fund can help you diversify beyond the U.S. and take advantage of opportunities anywhere in the international equity universe.

Seeking Companies That Can Stay One Step Ahead

The portfolio managers look to buy reasonably priced shares of companies based on expectations of both improving returns, such as companies with new management teams, and sustainable returns, such as companies that have enduring competitive advantages.


Nicolas M. Choumenkovitch
Senior Managing Director
Equity Portfolio Manager
Tara C. Stilwell, CFA
Senior Managing Director
Equity Portfolio Manager

Portfolio managers are supported by the full resources of Wellington Management

Video Commentaries

international-ops-process-video-thumbnail

Investment Process (5:10)
Investment Director John Smallcomb

Video Commentaries

international-opps-outlook-thumbnail

Fund Outlook & Commentary (2:44)
Investment Director John Smallcomb

Performance

Performance (%)
% (as of 7/31/2018)
Average Annual Total Returns % (as of 7/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Opportunities  F -1.07 4.44 5.19 6.23 4.68 5.70
Benchmark -1.46 5.94 6.00 5.59 3.16 ---
Morningstar Foreign Large Blend Category -0.72 5.57 4.95 5.35 2.97 ---
Performance (%)
% (as of 6/30/2018)
Average Annual Total Returns % (as of 6/30/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Opportunities  F -3.38 5.31 5.04 6.82 3.85 5.61
Benchmark -3.77 7.28 5.07 5.99 2.54 ---
Morningstar Foreign Large Blend Category -2.96 6.29 4.41 5.89 2.31 ---
SI = Since Inception. Fund Inception: 07/22/1996
Operating Expenses:   Net  0.72% |  Gross  0.72%

Share Class Inception: 2/28/17
Class F-shares performance prior to 2/28/17 reflects Class I-shares performance and operating expenses, and, prior to 5/30/08, the performance and operating expenses of Class A-shares (excluding sales charges). Performance for Class F-shares prior to its inception date would have differed if Class F- operating expenses had been reflected. Since Inception (SI) performance is calculated from 7/22/96.

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 7/31/2018)
[{"date":"2018/07/31","value":"15240"},{"date":"2018/06/30","value":"14894"},{"date":"2018/05/31","value":"15249"},{"date":"2018/04/30","value":"15404"},{"date":"2018/03/31","value":"15458"},{"date":"2018/02/28","value":"15668"},{"date":"2018/01/31","value":"16533"},{"date":"2017/12/31","value":"15449"},{"date":"2017/11/30","value":"15266"},{"date":"2017/10/31","value":"15188"},{"date":"2017/09/30","value":"14927"},{"date":"2017/08/31","value":"14589"},{"date":"2017/07/31","value":"14649"},{"date":"2017/06/30","value":"14198"},{"date":"2017/05/31","value":"14128"},{"date":"2017/04/30","value":"13677"},{"date":"2017/03/31","value":"13364"},{"date":"2017/02/28","value":"12921"},{"date":"2017/01/31","value":"12869"},{"date":"2016/12/31","value":"12435"},{"date":"2016/11/30","value":"12126"},{"date":"2016/10/31","value":"12341"},{"date":"2016/09/30","value":"12728"},{"date":"2016/08/31","value":"12427"},{"date":"2016/07/31","value":"12401"},{"date":"2016/06/30","value":"11954"},{"date":"2016/05/31","value":"12195"},{"date":"2016/04/30","value":"12238"},{"date":"2016/03/31","value":"12083"},{"date":"2016/02/29","value":"11310"},{"date":"2016/01/31","value":"11542"},{"date":"2015/12/31","value":"12350"},{"date":"2015/11/30","value":"12597"},{"date":"2015/10/31","value":"12681"},{"date":"2015/09/30","value":"11993"},{"date":"2015/08/31","value":"12404"},{"date":"2015/07/31","value":"13244"},{"date":"2015/06/30","value":"12992"},{"date":"2015/05/31","value":"13302"},{"date":"2015/04/30","value":"13277"},{"date":"2015/03/31","value":"12816"},{"date":"2015/02/28","value":"12874"},{"date":"2015/01/31","value":"12287"},{"date":"2014/12/31","value":"12220"},{"date":"2014/11/30","value":"12601"},{"date":"2014/10/31","value":"12483"},{"date":"2014/09/30","value":"12490"},{"date":"2014/08/31","value":"12895"},{"date":"2014/07/31","value":"12689"},{"date":"2014/06/30","value":"13175"},{"date":"2014/05/31","value":"12947"},{"date":"2014/04/30","value":"12777"},{"date":"2014/03/31","value":"12593"},{"date":"2014/02/28","value":"12733"},{"date":"2014/01/31","value":"12189"},{"date":"2013/12/31","value":"12792"},{"date":"2013/11/30","value":"12501"},{"date":"2013/10/31","value":"12304"},{"date":"2013/09/30","value":"11930"},{"date":"2013/08/31","value":"11205"},{"date":"2013/07/31","value":"11472"},{"date":"2013/06/30","value":"10909"},{"date":"2013/05/31","value":"11205"},{"date":"2013/04/30","value":"11317"},{"date":"2013/03/31","value":"10845"},{"date":"2013/02/28","value":"10775"},{"date":"2013/01/31","value":"11000"},{"date":"2012/12/31","value":"10634"},{"date":"2012/11/30","value":"10305"},{"date":"2012/10/31","value":"10096"},{"date":"2012/09/30","value":"10019"},{"date":"2012/08/31","value":"9719"},{"date":"2012/07/31","value":"9538"},{"date":"2012/06/30","value":"9524"},{"date":"2012/05/31","value":"9148"},{"date":"2012/04/30","value":"10019"},{"date":"2012/03/31","value":"10144"},{"date":"2012/02/29","value":"10075"},{"date":"2012/01/31","value":"9510"},{"date":"2011/12/31","value":"8932"},{"date":"2011/11/30","value":"9170"},{"date":"2011/10/31","value":"9411"},{"date":"2011/09/30","value":"8481"},{"date":"2011/08/31","value":"9583"},{"date":"2011/07/31","value":"10374"},{"date":"2011/06/30","value":"10650"},{"date":"2011/05/31","value":"10794"},{"date":"2011/04/30","value":"11042"},{"date":"2011/03/31","value":"10553"},{"date":"2011/02/28","value":"10636"},{"date":"2011/01/31","value":"10395"},{"date":"2010/12/31","value":"10368"},{"date":"2010/11/30","value":"9705"},{"date":"2010/10/31","value":"10097"},{"date":"2010/09/30","value":"9677"},{"date":"2010/08/31","value":"8815"},{"date":"2010/07/31","value":"9048"},{"date":"2010/06/30","value":"8110"},{"date":"2010/05/31","value":"8219"},{"date":"2010/04/30","value":"9198"},{"date":"2010/03/31","value":"9362"},{"date":"2010/02/28","value":"8575"},{"date":"2010/01/31","value":"8589"},{"date":"2009/12/31","value":"9061"},{"date":"2009/11/30","value":"8888"},{"date":"2009/10/31","value":"8589"},{"date":"2009/09/30","value":"8807"},{"date":"2009/08/31","value":"8412"},{"date":"2009/07/31","value":"8208"},{"date":"2009/06/30","value":"7378"},{"date":"2009/05/31","value":"7575"},{"date":"2009/04/30","value":"6683"},{"date":"2009/03/31","value":"5935"},{"date":"2009/02/28","value":"5540"},{"date":"2009/01/31","value":"6064"},{"date":"2008/12/31","value":"6840"},{"date":"2008/11/30","value":"6432"},{"date":"2008/10/31","value":"6797"},{"date":"2008/09/30","value":"8292"},{"date":"2008/08/31","value":"9515"},{"date":"2008/07/31","value":"10000"}]

 
Growth of $10,000

Reflects Class A, excluding sales charges. If sales charges and taxes had been included, the value would have been lower. Results for other classes will vary.

Morningstar Analyst Rating

Bronze

Morningstar awarded the Fund a Bronze analyst rating on 4/16/181

F-Share Morningstar Ratings
(as of 7/31/2018)
  • Overall
    infoIcon:
Calendar Year Returns (%)
Fund BENCHMARK
2017 24.72 27.19
2016 0.97 4.50
2015 1.43 -5.66
2014 -4.12 -3.87
2013 20.76 15.29
2012 19.42 16.83
2011 -13.54 -13.71
2010 14.85 11.15
2009 32.93 41.45
2008 -42.58 -45.53

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 7/31/2018
Net Assets $4.0 billion
# of Holdings 103
Beta 0.93
R Squared 0.95
% in Equities 96%
Turnover (6/30/2018) 79%
% in Foreign Equities 95%
Standard Deviation 11.27%
Holdings Characteristics
(as of 7/31/2018)
Fund MSCI AC (All Country) World ex USA Index
Asset Weighted Market Cap $92.1 billion $70.5 billion
EPS Growth Rate 11.9% 10.7%
Median Market Cap $29.4 billion $8.6 billion
Price/Book 2.2x 1.8x
Price/Earnings 13.0x 12.5x
Return on Equity 16.1% 15.8%
Return Characteristics
(as of 7/31/2018)
Fund
Alpha 1.37
Down Capture 85.80
Information Ratio 0.20
Sharpe Ratio 0.55
Up Capture 90.96
Market Cap Distribution %
(as of 07/31/2018)
Less than $2 billion 0.2
$2 billion - $5 billion 0.5
$5 billion - $10 billion 6.9
Greater than $10 billion 91.8

Top Ten Holdings (%)

(as of 7/31/2018)
label percentageholding
Nestle S.A. 3.26
Alibaba Group Holding Ltd. 2.54
Tencent Holdings Ltd. 2.41
Canadian National Railway Co. 2.21
Taiwan Semiconductor Manufacturing Co., Ltd. 2.13
TOTAL S.A. 2.12
British American Tobacco plc 2.07
Safran S.A. 2.00
Canadian Natural Resources Ltd. 1.97
Sumitomo Mitsui Financial Group, Inc. 1.94
Total Portfolio % 22.65
(as of 6/30/2018)
label percentageholding
Nestle S.A. 3.09
Alibaba Group Holding Ltd. 2.80
Tencent Holdings Ltd. 2.74
Rio Tinto plc 2.24
Canadian National Railway Co. 2.23
Canadian Natural Resources Ltd. 2.20
TOTAL S.A. 2.03
Safran S.A. 2.01
Sumitomo Mitsui Financial Group, Inc. 1.97
British American Tobacco plc 1.86
Total Portfolio % 23.17

Regional Exposure (%)

(as of 7/31/2018)
label value
Europe 50.84
Emerging Markets 22.65
Japan 15.14
North America 9.00
Asia Pacific ex Japan 2.06
Middle East/Developed 0.32
(as of 6/30/2018)
label value
Europe 49.73
Emerging Markets 23.13
Japan 15.63
North America 9.36
Asia Pacific ex Japan 2.16
Fund Essentials
Inception Date 07/22/1996
Symbol IHOFX
CUSIP 41664T461
Fund Number 3101
Sector Exposure
Sectors 06/30/2018 Fund 07/31/2018 Benchmark 07/31/2018 UNDERWEIGHT / OVERWEIGHT -5 0 5
Information Technology 16.9 16.3 11.7
Overweight 80.0%
Consumer Discretionary 16.1 14.5 11.0
Overweight 80.0%
Industrials 14.6 14.9 11.7
Overweight 60.0%
Health Care 8.2 10.3 8.3
Overweight 40.0%
Utilities 3.3 3.4 3.0
Overweight 0.0%
Real Estate 2.7 2.7 3.2
Overweight 0.0%
Energy 7.1 6.3 7.4
Overweight 20.0%
Consumer Staples 7.8 8.2 9.6
Overweight 40.0%
Telecommunication Services 1.8 1.8 3.8
Overweight 40.0%
Materials 5.3 4.3 8.2
Overweight 80.0%
Financials 15.6 16.6 22.2
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

A Reboot for International Equities 

Thu Aug 02 12:42:00 EDT 2018
Much like popular film franchises often are restarted to renewed popularity, interest in international investing may be poised to be rekindled.
pdf

The 5-Minute Forecast 3Q18 

Wed Jul 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

Hartford International Opportunities Fund Outlook & Commentary  

Sat Mar 31 15:13:00 EDT 2018
Investment Director John Smallcomb provides a review of the Fund's 1Q18 performance and outlook.

Literature

Fund Literature

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Fact Sheet

06/30/2018 | pdf
Get FINRA Letter

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Fund Story

06/30/2018 | pdf
Get FINRA Letter

Max 50

Commentary

06/30/2018 | pdf
Get FINRA Letter

Max 100

Expanded Commentary

06/30/2018 | pdf

Max 100

Summary Prospectus

03/01/2018 | pdf

Available For
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Pitchbook

06/30/2018 | pdf

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Semi Annual Report

04/30/2018 | pdf

Available For
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Statutory Prospectus

03/01/2018 | pdf

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Annual Report

10/31/2017 | pdf

Available For
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Hartford International Flyer

06/30/2018 | pdf

Max 20

SAI

03/01/2018 | pdf

Available For
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A WORD ABOUT RISK

Investing involves risk, including the possible loss of principal. 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. Mid-cap securities can have greater risks and volatility than large-cap securities. The Fund’s focus on investments in particular sectors, geographic regions or countries may increase its volatility and risk of loss if adverse developments occur.
 

1 The Morningstar Analyst Rating is not a credit or risk rating. It is a subjective evaluation performed by the manager research analysts of Morningstar. Morningstar evaluates funds based on five key pillars, which are process, performance, people, parent, and price. Analysts use this five pillar evaluation to determine how they believe funds are likely to perform over the long term on a risk-adjusted basis. They consider quantitative and qualitative factors in their research, and the weighting of each pillar may vary. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, Negative. A Morningstar Analyst Rating of Gold, Silver, or Bronze reflects an Analyst’s conviction in a fund’s prospects for outperformance. Analyst Ratings are continuously monitored and reevaluated at least every 14 months. The Morningstar Analyst Rating should not be used as the sole basis in evaluating a mutual fund. Morningstar Analyst Ratings involve unknown risks and uncertainties which may cause Morningstar’s expectations not to occur or to differ significantly from what we expected. For more detailed information about Morningstar’s Analyst rating, including its methodology, please go to hartfordfunds.com/MorningstarAnalystMethodology.

© 2018 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.

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