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.
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.
Video Commentaries
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Average Annual Total Returns % (as of 3/31/2019)
|
|||||
| 1YR | 5YR | 10YR | SI | ||
|---|---|---|---|---|---|
| Hartford International Opportunities I | -7.44 | 2.86 | 9.52 | 5.22 | |
| Benchmark | -4.22 | 2.57 | 8.85 | --- | |
| Morningstar Foreign Large Blend Category | -5.05 | 2.07 | 8.42 | --- | |
|
Average Annual Total Returns % (as of 3/31/2019)
|
|||||
| 1YR | 5YR | 10YR | SI | ||
|---|---|---|---|---|---|
| Hartford International Opportunities I | -7.44 | 2.86 | 9.52 | 5.22 | |
| Benchmark | -4.22 | 2.57 | 8.85 | --- | |
| Morningstar Foreign Large Blend Category | -5.05 | 2.07 | 8.42 | --- | |
ClassI-share performance prior to its inception date reflects Class A-share performance (excluding sales charges) and operating expenses. 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 (I-Share)
(as of 3/31/2019)
Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.
Morningstar Analyst Rating
Morningstar awarded the Fund a Bronze analyst rating on 4/16/181
(as of 3/31/2019)
-
Overall
:
Overall, 4 stars, 3-Year, 2 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 644, 644, 514 and 384 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.:
- 644 Products | Foreign Large Blend Category
| Fund | BENCHMARK | |
|---|---|---|
| 2018 | -18.68 | -14.20 |
| 2017 | 24.53 | 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 |
Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.
| As of Date | 3/31/2019 |
| Net Assets | $3.7 billion |
| # of Holdings | 93 |
| % in Equities | 99 |
| % in Foreign Equities | 98 |
| Beta (3 year) | 1.10 |
| R Squared (3 year) | 0.94 |
| Standard Deviation | 11.94% |
| Turnover (3/31/2019) | 87% |
| Active Share | 81% |
| Fund | MSCI ACWI ex USA Index | |
|---|---|---|
| Price/Earnings | 13.7x | 11.9x |
| Price/Book | 1.8x | 1.6x |
| EPS Growth Rate | 9.8% | 9.5% |
| Return on Equity | 15.9% | 16.2% |
| Asset Weighted Market Cap (billions) | $100.1 | $70.7 |
| Median Market Cap (billions) | $25.1 | $8.4 |
| Fund | |
|---|---|
| Alpha (5 Year) | 0.42 |
| Down Capture (5 Year) | 90.19 |
| Information Ratio (5 Year) | 0.08 |
| Sharpe Ratio (5 Year) | 0.23 |
| Up Capture (5 Year) | 93.01 |
| Less than $2 billion | 0 |
| $2 billion - $5 billion | 3 |
| $5 billion - $10 billion | 7 |
| Greater than $10 billion | 90 |
| Not Classified | 0 |
Top Ten Holdings (%)
| label | percentageholding |
|---|---|
| Nestle S.A. | 3.56 |
| Novartis AG | 3.04 |
| Tencent Holdings Ltd. | 2.66 |
| Total S.A. | 2.66 |
| Alibaba Group Holding Ltd. | 2.58 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2.28 |
| Rio Tinto plc | 2.22 |
| Vonovia SE | 2.21 |
| China Tower Corp. Ltd. | 2.13 |
| Ping An Insurance Group Co. of China Ltd. | 2.12 |
| Total Portfolio % | 25.46 |
| label | percentageholding |
|---|---|
| Nestle S.A. | 4.34 |
| Novartis AG | 3.37 |
| Total S.A. | 3.06 |
| Unilever N.V. | 2.90 |
| Royal Dutch Shell plc | 2.61 |
| Tencent Holdings Ltd. | 2.51 |
| Vonovia SE | 2.43 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2.41 |
| Safran S.A. | 2.30 |
| China Tower Corp. Ltd. | 2.27 |
| Total Portfolio % | 28.20 |
Regional Exposure (%)
| label | value |
|---|---|
| Europe | 56 |
| Emerging Markets | 24 |
| Japan | 13 |
| North America | 6 |
| Asia Pacific ex Japan | 1 |
| Middle East/Developed | 0 |
| label | value |
|---|---|
| Europe | 59 |
| Emerging Markets | 19 |
| Japan | 15 |
| North America | 5 |
| Asia Pacific ex Japan | 1 |
| Middle East/Developed | 1 |
| Inception Date | 07/22/1996 |
| Symbol | IHOIX |
| CUSIP | 41664L294 |
| Fund Number | 1571 |
| Sectors | Fund 3/31/2019 | Benchmark 3/31/2019 |
|---|---|---|
| Real Estate | 6 | 3 |
| Consumer Discretionary | 13 | 11 |
| Health Care | 10 | 8 |
| Energy | 8 | 7 |
| Communication Services | 8 | 7 |
| Utilities | 4 | 3 |
| Information Technology | 8 | 8 |
| Industrials | 11 | 12 |
| Consumer Staples | 9 | 10 |
| Financials | 19 | 22 |
| Materials | 4 | 8 |
The 5-Minute Forecast 2Q19
04/23/2019
2019 Outlooks (Wellington)
12/21/2018
2019 Outlooks (Schroders)
12/21/2018Financial Professionals:
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Fund Story04/22/2019 | pdfThis Fund Story outlines three distinguishing characteristics to help investors better understand the Fund. |
Commentary03/31/2019 | pdfCurrent quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund. |
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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