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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.
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.
Portfolio Management
15
YRS
MANAGING THIS FUND
27
YRS
AT WELLINGTON MANAGEMENT
35
YRS
EXPERIENCE IN THIS INDUSTRY
12
YRS
MANAGING THIS FUND
14
YRS
AT WELLINGTON MANAGEMENT
28
YRS
EXPERIENCE IN THIS INDUSTRY
The portfolio managers are supported by the full resources of Wellington.
FUND PROCESS VIDEO
Hartford International Opportunity Fund Process Video
Nicolas Choumenkovitch
Managing Director, Equity Portfolio Manager
Performance
PERFORMANCE %
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.
SI = Since Inception.
Fund Inception: 07/22/1996
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.
Hartford International Opportunities Fund I Share Morningstar Ratings
overall
(as of 12/31/2022)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 3 stars, and 10-Year, 4 stars, rated against 701, 701, 609 and 420 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.
©2023 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.
©2023 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.
701 PRODUCTS
|
Foreign Large Blend Category
Based on Risk-Adjusted Returns
3 YEAR
(as of 12/31/2022)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 3 stars, and 10-Year, 4 stars, rated against 701, 701, 609 and 420 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.
©2023 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.
©2023 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.
701 PRODUCTS
|
Foreign Large Blend Category
Based on Risk-Adjusted Returns
5 YEAR
(as of 12/31/2022)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 3 stars, and 10-Year, 4 stars, rated against 701, 701, 609 and 420 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.
©2023 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.
©2023 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.
609 PRODUCTS
|
Foreign Large Blend Category
Based on Risk-Adjusted Returns
10 YEAR
(as of 12/31/2022)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 3 stars, and 10-Year, 4 stars, rated against 701, 701, 609 and 420 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.
©2023 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.
©2023 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.
420 PRODUCTS
|
Foreign Large Blend Category
Based on Risk-Adjusted Returns
Characteristics
FUND STATS
| # of Holdings | 97 |
| % in Equities | 98 |
| % in Foreign Equities | 96 |
| Beta (3 year) | 1.00 |
| R Squared (3 year) | 0.96 |
| Standard Deviation | 20.39% |
| Turnover- (12/31/2022) | 94% |
| Active Share | 79% |
Holdings Characteristics
| FUND | MSCI ACWI ex USA Index | |
|---|---|---|
| Price/Earnings | 12.2x | 11.5x |
| Price/Book | 1.9x | 1.6x |
| EPS Growth Rate | 14.7% | 10.0% |
| Asset Weighted Market Cap (billions) | $90.7 | $79.8 |
| Return on Equity | 15.1% | 16.1% |
| Median Market Cap (billions) | $34.4 | $8.6 |
Regional Exposure (%)
Top Ten Holdings (%)
Market Cap Distribution (%)
| Less than $2 billion | 0 | |
| $2 billion - $5 billion | 2 | |
| $5 billion - $10 billion | 8 | |
| Greater than $10 billion | 90 | |
| Not Classified | 0 | |
RETURN CHARACTERISTICS
|
Alpha (5 Year)
|
1.03 |
|
Down Capture (5 Year)
|
101.89 |
|
Information Ratio (5 Year)
|
0.22 |
|
Sharpe Ratio (5 Year)
|
0.11 |
|
Up Capture (5 Year)
|
105.68 |
Sector Exposure (%)
FUND |
BENCHMARK | UNDERWEIGHT / OVERWEIGHT | |||||
|---|---|---|---|---|---|---|---|
| 9/30/22 | 12/31/22 | 12/31/22 | -4 0 4 | ||||
| Industrials | 14 | 15 | 12 | ||||
| Health Care | 12 | 13 | 10 | ||||
| Consumer Discretionary | 13 | 13 | 11 | ||||
| Energy | 7 | 8 | 6 | ||||
| Utilities | 4 | 5 | 3 | ||||
| Materials | 9 | 9 | 8 | ||||
| Consumer Staples | 9 | 8 | 9 | ||||
| Real Estate | 3 | 1 | 2 | ||||
| Financials | 16 | 19 | 21 | ||||
| Information Technology | 8 | 7 | 11 | ||||
| Communication Services | 3 | 2 | 6 | ||||
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.
Past distributions are not indicative of future distributions.
Insights
Fund Literature
This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.
12/31/2022 - PDF (258 KB)
This Fund Story outlines three distinguishing characteristics to help investors better understand the Fund.
Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
12/31/2022 - PDF (390 KB)
Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
PDF (144 KB)
A summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.
12/31/2022 - PDF (660 KB)
This Pitchbook reviews the Fund's investment approach, investment team, investment process, and general portfolio parameters.
PDF (3 KB)
An unaudited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
PDF (13 KB)
A legal document that discloses essential information about a fund, including investment objectives, risks, fees, expenses, fund manager background and other information.
PDF (3 KB)
An audited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
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, economic and regulatory developments. These risks may be greater, and include additional risks, for investments in emerging markets. • Mid-cap securities can have greater risks and volatility than large-cap securities. • Integration of environmental, social, and/or governance (ESG) characteristics into the investment process may not work as intended. • The Fund may have high portfolio turnover, which could increase its transaction costs and an investor's tax liability. • To the extent the Fund focuses on one or more sectors, geographic regions or countries, the Fund may be subject to increased 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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