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Hartford International Opportunities Fund

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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

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

Video Commentaries

international-ops-process-video-thumbnail

Investment Process (5:10)
Investment Director John Smallcomb

Video Commentaries

Performance

Performance (%)
% (as of 11/30/2019)
Average Annual Total Returns % (as of 11/30/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Opportunities  I 20.73 13.40 7.83 3.98 5.77 5.33
Benchmark 16.47 11.20 9.24 3.85 4.74 ---
Morningstar Foreign Large Blend Category 17.27 11.28 8.67 3.73 4.83 ---
Performance (%)
% (as of 9/30/2019)
Average Annual Total Returns % (as of 9/30/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Opportunities  I 15.63 -1.95 4.61 3.28 5.41 5.17
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: 07/22/1996
Operating Expenses:   Net  0.80% |  Gross  0.80%
Share Class Inception: 5/30/08.
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 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 10/31/2019)
[{"date":"Thu Oct 31 00:00:00 EDT 2019","value":"17898.0"},{"date":"Mon Sep 30 00:00:00 EDT 2019","value":"17382.0"},{"date":"Sat Aug 31 00:00:00 EDT 2019","value":"17245.0"},{"date":"Wed Jul 31 00:00:00 EDT 2019","value":"17508.0"},{"date":"Sun Jun 30 00:00:00 EDT 2019","value":"17829.0"},{"date":"Fri May 31 00:00:00 EDT 2019","value":"16672.0"},{"date":"Tue Apr 30 00:00:00 EDT 2019","value":"17657.0"},{"date":"Sun Mar 31 00:00:00 EDT 2019","value":"17142.0"},{"date":"Thu Feb 28 00:00:00 EST 2019","value":"16810.0"},{"date":"Thu Jan 31 00:00:00 EST 2019","value":"16386.0"},{"date":"Mon Dec 31 00:00:00 EST 2018","value":"15033.0"},{"date":"Fri Nov 30 00:00:00 EST 2018","value":"16006.0"},{"date":"Wed Oct 31 00:00:00 EDT 2018","value":"16027.0"},{"date":"Sun Sep 30 00:00:00 EDT 2018","value":"17729.0"},{"date":"Fri Aug 31 00:00:00 EDT 2018","value":"17729.0"},{"date":"Tue Jul 31 00:00:00 EDT 2018","value":"18278.0"},{"date":"Sat Jun 30 00:00:00 EDT 2018","value":"17850.0"},{"date":"Thu May 31 00:00:00 EDT 2018","value":"18278.0"},{"date":"Mon Apr 30 00:00:00 EDT 2018","value":"18454.0"},{"date":"Sat Mar 31 00:00:00 EDT 2018","value":"18519.0"},{"date":"Wed Feb 28 00:00:00 EST 2018","value":"18772.0"},{"date":"Wed Jan 31 00:00:00 EST 2018","value":"19793.0"},{"date":"Sun Dec 31 00:00:00 EST 2017","value":"18486.0"},{"date":"Thu Nov 30 00:00:00 EST 2017","value":"18268.0"},{"date":"Tue Oct 31 00:00:00 EDT 2017","value":"18175.0"},{"date":"Sat Sep 30 00:00:00 EDT 2017","value":"17861.0"},{"date":"Thu Aug 31 00:00:00 EDT 2017","value":"17444.0"},{"date":"Mon Jul 31 00:00:00 EDT 2017","value":"17517.0"},{"date":"Fri Jun 30 00:00:00 EDT 2017","value":"16974.0"},{"date":"Wed May 31 00:00:00 EDT 2017","value":"16890.0"},{"date":"Sun Apr 30 00:00:00 EDT 2017","value":"16348.0"},{"date":"Fri Mar 31 00:00:00 EDT 2017","value":"15972.0"},{"date":"Tue Feb 28 00:00:00 EST 2017","value":"15439.0"},{"date":"Tue Jan 31 00:00:00 EST 2017","value":"15366.0"},{"date":"Sat Dec 31 00:00:00 EST 2016","value":"14844.0"},{"date":"Wed Nov 30 00:00:00 EST 2016","value":"14475.0"},{"date":"Mon Oct 31 00:00:00 EDT 2016","value":"14732.0"},{"date":"Fri Sep 30 00:00:00 EDT 2016","value":"15185.0"},{"date":"Wed Aug 31 00:00:00 EDT 2016","value":"14825.0"},{"date":"Sun Jul 31 00:00:00 EDT 2016","value":"14794.0"},{"date":"Thu Jun 30 00:00:00 EDT 2016","value":"14249.0"},{"date":"Tue May 31 00:00:00 EDT 2016","value":"14527.0"},{"date":"Sat Apr 30 00:00:00 EDT 2016","value":"14578.0"},{"date":"Thu Mar 31 00:00:00 EDT 2016","value":"14393.0"},{"date":"Mon Feb 29 00:00:00 EST 2016","value":"13467.0"},{"date":"Sun Jan 31 00:00:00 EST 2016","value":"13745.0"},{"date":"Thu Dec 31 00:00:00 EST 2015","value":"14701.0"},{"date":"Mon Nov 30 00:00:00 EST 2015","value":"14995.0"},{"date":"Sat Oct 31 00:00:00 EDT 2015","value":"15085.0"},{"date":"Wed Sep 30 00:00:00 EDT 2015","value":"14264.0"},{"date":"Mon Aug 31 00:00:00 EDT 2015","value":"14745.0"},{"date":"Fri Jul 31 00:00:00 EDT 2015","value":"15736.0"},{"date":"Tue Jun 30 00:00:00 EDT 2015","value":"15436.0"},{"date":"Sun May 31 00:00:00 EDT 2015","value":"15806.0"},{"date":"Thu Apr 30 00:00:00 EDT 2015","value":"15766.0"},{"date":"Tue Mar 31 00:00:00 EDT 2015","value":"15215.0"},{"date":"Sat Feb 28 00:00:00 EST 2015","value":"15275.0"},{"date":"Sat Jan 31 00:00:00 EST 2015","value":"14575.0"},{"date":"Wed Dec 31 00:00:00 EST 2014","value":"14495.0"},{"date":"Sun Nov 30 00:00:00 EST 2014","value":"14934.0"},{"date":"Fri Oct 31 00:00:00 EDT 2014","value":"14786.0"},{"date":"Tue Sep 30 00:00:00 EDT 2014","value":"14795.0"},{"date":"Sun Aug 31 00:00:00 EDT 2014","value":"15275.0"},{"date":"Thu Jul 31 00:00:00 EDT 2014","value":"15022.0"},{"date":"Mon Jun 30 00:00:00 EDT 2014","value":"15590.0"},{"date":"Sat May 31 00:00:00 EDT 2014","value":"15319.0"},{"date":"Wed Apr 30 00:00:00 EDT 2014","value":"15109.0"},{"date":"Mon Mar 31 00:00:00 EDT 2014","value":"14891.0"},{"date":"Fri Feb 28 00:00:00 EST 2014","value":"15057.0"},{"date":"Fri Jan 31 00:00:00 EST 2014","value":"14401.0"},{"date":"Tue Dec 31 00:00:00 EST 2013","value":"15118.0"},{"date":"Sat Nov 30 00:00:00 EST 2013","value":"14764.0"},{"date":"Thu Oct 31 00:00:00 EDT 2013","value":"14530.0"},{"date":"Mon Sep 30 00:00:00 EDT 2013","value":"14080.0"},{"date":"Sat Aug 31 00:00:00 EDT 2013","value":"13228.0"},{"date":"Wed Jul 31 00:00:00 EDT 2013","value":"13537.0"},{"date":"Sun Jun 30 00:00:00 EDT 2013","value":"12861.0"},{"date":"Fri May 31 00:00:00 EDT 2013","value":"13212.0"},{"date":"Tue Apr 30 00:00:00 EDT 2013","value":"13345.0"},{"date":"Sun Mar 31 00:00:00 EDT 2013","value":"12778.0"},{"date":"Thu Feb 28 00:00:00 EST 2013","value":"12694.0"},{"date":"Thu Jan 31 00:00:00 EST 2013","value":"12953.0"},{"date":"Mon Dec 31 00:00:00 EST 2012","value":"12519.0"},{"date":"Fri Nov 30 00:00:00 EST 2012","value":"12128.0"},{"date":"Wed Oct 31 00:00:00 EDT 2012","value":"11881.0"},{"date":"Sun Sep 30 00:00:00 EDT 2012","value":"11783.0"},{"date":"Fri Aug 31 00:00:00 EDT 2012","value":"11429.0"},{"date":"Tue Jul 31 00:00:00 EDT 2012","value":"11215.0"},{"date":"Sat Jun 30 00:00:00 EDT 2012","value":"11191.0"},{"date":"Thu May 31 00:00:00 EDT 2012","value":"10747.0"},{"date":"Mon Apr 30 00:00:00 EDT 2012","value":"11766.0"},{"date":"Sat Mar 31 00:00:00 EDT 2012","value":"11914.0"},{"date":"Wed Feb 29 00:00:00 EST 2012","value":"11824.0"},{"date":"Tue Jan 31 00:00:00 EST 2012","value":"11166.0"},{"date":"Sat Dec 31 00:00:00 EST 2011","value":"10483.0"},{"date":"Wed Nov 30 00:00:00 EST 2011","value":"10759.0"},{"date":"Mon Oct 31 00:00:00 EDT 2011","value":"11034.0"},{"date":"Fri Sep 30 00:00:00 EDT 2011","value":"9943.0"},{"date":"Wed Aug 31 00:00:00 EDT 2011","value":"11236.0"},{"date":"Sun Jul 31 00:00:00 EDT 2011","value":"12158.0"},{"date":"Thu Jun 30 00:00:00 EDT 2011","value":"12481.0"},{"date":"Tue May 31 00:00:00 EDT 2011","value":"12643.0"},{"date":"Sat Apr 30 00:00:00 EDT 2011","value":"12926.0"},{"date":"Thu Mar 31 00:00:00 EDT 2011","value":"12352.0"},{"date":"Mon Feb 28 00:00:00 EST 2011","value":"12441.0"},{"date":"Mon Jan 31 00:00:00 EST 2011","value":"12158.0"},{"date":"Fri Dec 31 00:00:00 EST 2010","value":"12126.0"},{"date":"Tue Nov 30 00:00:00 EST 2010","value":"11349.0"},{"date":"Sun Oct 31 00:00:00 EDT 2010","value":"11801.0"},{"date":"Thu Sep 30 00:00:00 EDT 2010","value":"11311.0"},{"date":"Tue Aug 31 00:00:00 EDT 2010","value":"10294.0"},{"date":"Sat Jul 31 00:00:00 EDT 2010","value":"10566.0"},{"date":"Wed Jun 30 00:00:00 EDT 2010","value":"9469.0"},{"date":"Mon May 31 00:00:00 EDT 2010","value":"9589.0"},{"date":"Fri Apr 30 00:00:00 EDT 2010","value":"10726.0"},{"date":"Wed Mar 31 00:00:00 EDT 2010","value":"10919.0"},{"date":"Sun Feb 28 00:00:00 EST 2010","value":"10005.0"},{"date":"Sun Jan 31 00:00:00 EST 2010","value":"10013.0"},{"date":"Thu Dec 31 00:00:00 EST 2009","value":"10558.0"},{"date":"Mon Nov 30 00:00:00 EST 2009","value":"10357.0"},{"date":"Sat Oct 31 00:00:00 EDT 2009","value":"10000.0"}]

 
Growth of $10,000

Morningstar Analyst Rating

Bronze

Morningstar awarded the Fund a Bronze analyst rating on 4/8/19 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. ©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.

Calendar Year Returns (%)
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.

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 $3.6 billion
# of Holdings 100
% in Equities 99
% in Foreign Equities 98
Beta (3 year) 1.08
R Squared (3 year) 0.95
Standard Deviation 12.85%
Turnover (9/30/2019) 91%
Active Share 81%
Holdings Characteristics
(as of 10/31/2019)
Fund MSCI ACWI ex USA Index
Price/Earnings 15.2x 12.8x
Price/Book 2.1x 1.6x
EPS Growth Rate 12.7% 9.1%
Return on Equity 15.1% 16.2%
Asset Weighted Market Cap (billions) $89.9 $71.4
Median Market Cap (billions) $26.3 $8.1
Return Characteristics
(as of 10/31/2019)
Fund
Alpha (5 Year) 0.24
Down Capture (5 Year) 89.53
Information Ratio (5 Year) 0.02
Sharpe Ratio (5 Year) 0.29
Up Capture (5 Year) 91.73
Market Cap Distribution %
(as of 10/31/2019)
Fund
Less than $2 billion 0
$2 billion - $5 billion 1
$5 billion - $10 billion 8
Greater than $10 billion 91
Not Classified 0

Top Ten Holdings (%)

(as of 10/31/2019)
label percentageholding
Nestle S.A. 2.91
Total S.A. 2.73
Tencent Holdings Ltd. 2.70
Alibaba Group Holding Ltd. 2.47
Canadian National Railway Co. 2.15
Banco Santander S.A. 2.11
Samsung Electronics Co., Ltd. 2.01
Airbus SE 1.98
AXA S.A. 1.91
Novartis AG 1.90
Total Portfolio % 22.87
(as of 9/30/2019)
label percentageholding
Nestle S.A. 3.22
Tencent Holdings Ltd. 3.10
Total S.A. 2.29
Safran S.A. 2.28
Novartis AG 2.24
Canadian National Railway Co. 2.15
Samsung Electronics Co., Ltd. 2.01
Alibaba Group Holding Ltd. 1.91
Unilever N.V. ADR 1.87
Airbus SE 1.86
Total Portfolio % 22.93

Regional Exposure (%)

(as of 10/31/2019)
label value
Europe 54
Emerging Markets 24
Japan 14
North America 6
Asia Pacific ex Japan 1
(as of 9/30/2019)
label value
Europe 54
Emerging Markets 24
Japan 13
North America 7
Asia Pacific ex Japan 1
Fund Essentials
Inception Date 07/22/1996
Symbol IHOIX
CUSIP 41664L294
Fund Number 1571
Sector Exposure
Sectors 9/30/2019 Fund 10/31/2019 Benchmark 10/31/2019 UNDERWEIGHT / OVERWEIGHT -5 0 5
Industrials 16 16 12
Overweight 80.0%
Communication Services 10 9 7
Overweight 40.0%
Real Estate 5 5 3
Overweight 40.0%
Utilities 4 5 3
Overweight 40.0%
Consumer Discretionary 12 13 12
Overweight 20.0%
Health Care 11 9 9
Overweight 0.0%
Information Technology 9 9 9
Overweight 0.0%
Consumer Staples 10 8 10
Overweight 40.0%
Financials 18 19 22
Overweight 60.0%
Energy 4 4 7
Overweight 60.0%
Materials 2 2 7
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 Fund Industry’s Wake-up Call: How Investors Want Us to Act 

10/17/2019
Jessica Ground, Global Head of Stewardship, explains why sustainability is no longer a “nice to have” for companies—it’s an imperative.
pdf

Why the Market Gets Sustainable Investing Wrong 

10/09/2019
We believe active investors have ample opportunities to generate return in this space by identifying and exploiting inefficiencies.
pdf

10 Things You Should Know About Sustainable Investing 

09/05/2019
Sustainable investing helps investors “do good while doing well.”

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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Fund Story

10/18/2019 | pdf

This Fund Story outlines three distinguishing characteristics to help investors better understand the Fund.

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 Funds' investment approach, investment team, investment process, and general portfolio parameters.

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

This flyer outlines distinguishing characteristics to help investors better understand the Fund.

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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. • 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.
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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