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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

Fund Process Video (1:40)
Equity Portfolio Manager, Intermediate Distribution, Nicolas Choumenkovitch

Video Commentaries

Performance

Performance (%)
% (as of 1/31/2021)
Average Annual Total Returns % (as of 1/31/2021)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Opportunities  I -1.38 21.83 4.43 10.40 6.37 6.00
Benchmark 0.22 13.95 3.08 10.52 4.84 ---
Morningstar Foreign Large Blend Category -0.85 11.23 2.23 8.66 5.06 ---
Performance (%)
% (as of 12/31/2020)
Average Annual Total Returns % (as of 12/31/2020)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Opportunities  I 20.66 20.66 7.33 9.23 6.55 6.08
Benchmark 10.65 10.65 4.88 8.93 4.92 ---
Morningstar Foreign Large Blend Category 9.30 9.30 4.18 7.57 5.33 ---
SI = Since Inception. Fund Inception: 07/22/1996
Operating Expenses:   Net  0.79% |  Gross  0.79%
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 1/31/2021)
[{"date":"Sun Jan 31 00:00:00 EST 2021","value":"18542.0"},{"date":"Thu Dec 31 00:00:00 EST 2020","value":"18802.0"},{"date":"Mon Nov 30 00:00:00 EST 2020","value":"17738.0"},{"date":"Sat Oct 31 00:00:00 EDT 2020","value":"15870.0"},{"date":"Wed Sep 30 00:00:00 EDT 2020","value":"16043.0"},{"date":"Mon Aug 31 00:00:00 EDT 2020","value":"16292.0"},{"date":"Fri Jul 31 00:00:00 EDT 2020","value":"15640.0"},{"date":"Tue Jun 30 00:00:00 EDT 2020","value":"14702.0"},{"date":"Sun May 31 00:00:00 EDT 2020","value":"13667.0"},{"date":"Thu Apr 30 00:00:00 EDT 2020","value":"12997.0"},{"date":"Tue Mar 31 00:00:00 EDT 2020","value":"12164.0"},{"date":"Sat Feb 29 00:00:00 EST 2020","value":"14443.0"},{"date":"Fri Jan 31 00:00:00 EST 2020","value":"15219.0"},{"date":"Tue Dec 31 00:00:00 EST 2019","value":"15583.0"},{"date":"Sat Nov 30 00:00:00 EST 2019","value":"14929.0"},{"date":"Thu Oct 31 00:00:00 EDT 2019","value":"14721.0"},{"date":"Mon Sep 30 00:00:00 EDT 2019","value":"14297.0"},{"date":"Sat Aug 31 00:00:00 EDT 2019","value":"14184.0"},{"date":"Wed Jul 31 00:00:00 EDT 2019","value":"14401.0"},{"date":"Sun Jun 30 00:00:00 EDT 2019","value":"14665.0"},{"date":"Fri May 31 00:00:00 EDT 2019","value":"13713.0"},{"date":"Tue Apr 30 00:00:00 EDT 2019","value":"14523.0"},{"date":"Sun Mar 31 00:00:00 EDT 2019","value":"14099.0"},{"date":"Thu Feb 28 00:00:00 EST 2019","value":"13826.0"},{"date":"Thu Jan 31 00:00:00 EST 2019","value":"13477.0"},{"date":"Mon Dec 31 00:00:00 EST 2018","value":"12365.0"},{"date":"Fri Nov 30 00:00:00 EST 2018","value":"13165.0"},{"date":"Wed Oct 31 00:00:00 EDT 2018","value":"13183.0"},{"date":"Sun Sep 30 00:00:00 EDT 2018","value":"14582.0"},{"date":"Fri Aug 31 00:00:00 EDT 2018","value":"14582.0"},{"date":"Tue Jul 31 00:00:00 EDT 2018","value":"15034.0"},{"date":"Sat Jun 30 00:00:00 EDT 2018","value":"14682.0"},{"date":"Thu May 31 00:00:00 EDT 2018","value":"15034.0"},{"date":"Mon Apr 30 00:00:00 EDT 2018","value":"15178.0"},{"date":"Sat Mar 31 00:00:00 EDT 2018","value":"15232.0"},{"date":"Wed Feb 28 00:00:00 EST 2018","value":"15440.0"},{"date":"Wed Jan 31 00:00:00 EST 2018","value":"16280.0"},{"date":"Sun Dec 31 00:00:00 EST 2017","value":"15205.0"},{"date":"Thu Nov 30 00:00:00 EST 2017","value":"15026.0"},{"date":"Tue Oct 31 00:00:00 EDT 2017","value":"14949.0"},{"date":"Sat Sep 30 00:00:00 EDT 2017","value":"14691.0"},{"date":"Thu Aug 31 00:00:00 EDT 2017","value":"14348.0"},{"date":"Mon Jul 31 00:00:00 EDT 2017","value":"14408.0"},{"date":"Fri Jun 30 00:00:00 EDT 2017","value":"13961.0"},{"date":"Wed May 31 00:00:00 EDT 2017","value":"13893.0"},{"date":"Sun Apr 30 00:00:00 EDT 2017","value":"13446.0"},{"date":"Fri Mar 31 00:00:00 EDT 2017","value":"13137.0"},{"date":"Tue Feb 28 00:00:00 EST 2017","value":"12699.0"},{"date":"Tue Jan 31 00:00:00 EST 2017","value":"12639.0"},{"date":"Sat Dec 31 00:00:00 EST 2016","value":"12210.0"},{"date":"Wed Nov 30 00:00:00 EST 2016","value":"11906.0"},{"date":"Mon Oct 31 00:00:00 EDT 2016","value":"12117.0"},{"date":"Fri Sep 30 00:00:00 EDT 2016","value":"12490.0"},{"date":"Wed Aug 31 00:00:00 EDT 2016","value":"12194.0"},{"date":"Sun Jul 31 00:00:00 EDT 2016","value":"12168.0"},{"date":"Thu Jun 30 00:00:00 EDT 2016","value":"11720.0"},{"date":"Tue May 31 00:00:00 EDT 2016","value":"11948.0"},{"date":"Sat Apr 30 00:00:00 EDT 2016","value":"11991.0"},{"date":"Thu Mar 31 00:00:00 EDT 2016","value":"11838.0"},{"date":"Mon Feb 29 00:00:00 EST 2016","value":"11077.0"},{"date":"Sun Jan 31 00:00:00 EST 2016","value":"11305.0"},{"date":"Thu Dec 31 00:00:00 EST 2015","value":"12092.0"},{"date":"Mon Nov 30 00:00:00 EST 2015","value":"12334.0"},{"date":"Sat Oct 31 00:00:00 EDT 2015","value":"12408.0"},{"date":"Wed Sep 30 00:00:00 EDT 2015","value":"11733.0"},{"date":"Mon Aug 31 00:00:00 EDT 2015","value":"12128.0"},{"date":"Fri Jul 31 00:00:00 EDT 2015","value":"12943.0"},{"date":"Tue Jun 30 00:00:00 EDT 2015","value":"12696.0"},{"date":"Sun May 31 00:00:00 EDT 2015","value":"13001.0"},{"date":"Thu Apr 30 00:00:00 EDT 2015","value":"12968.0"},{"date":"Tue Mar 31 00:00:00 EDT 2015","value":"12515.0"},{"date":"Sat Feb 28 00:00:00 EST 2015","value":"12564.0"},{"date":"Sat Jan 31 00:00:00 EST 2015","value":"11988.0"},{"date":"Wed Dec 31 00:00:00 EST 2014","value":"11922.0"},{"date":"Sun Nov 30 00:00:00 EST 2014","value":"12284.0"},{"date":"Fri Oct 31 00:00:00 EDT 2014","value":"12161.0"},{"date":"Tue Sep 30 00:00:00 EDT 2014","value":"12169.0"},{"date":"Sun Aug 31 00:00:00 EDT 2014","value":"12564.0"},{"date":"Thu Jul 31 00:00:00 EDT 2014","value":"12356.0"},{"date":"Mon Jun 30 00:00:00 EDT 2014","value":"12823.0"},{"date":"Sat May 31 00:00:00 EDT 2014","value":"12600.0"},{"date":"Wed Apr 30 00:00:00 EDT 2014","value":"12428.0"},{"date":"Mon Mar 31 00:00:00 EDT 2014","value":"12248.0"},{"date":"Fri Feb 28 00:00:00 EST 2014","value":"12384.0"},{"date":"Fri Jan 31 00:00:00 EST 2014","value":"11845.0"},{"date":"Tue Dec 31 00:00:00 EST 2013","value":"12435.0"},{"date":"Sat Nov 30 00:00:00 EST 2013","value":"12144.0"},{"date":"Thu Oct 31 00:00:00 EDT 2013","value":"11951.0"},{"date":"Mon Sep 30 00:00:00 EDT 2013","value":"11581.0"},{"date":"Sat Aug 31 00:00:00 EDT 2013","value":"10880.0"},{"date":"Wed Jul 31 00:00:00 EDT 2013","value":"11134.0"},{"date":"Sun Jun 30 00:00:00 EDT 2013","value":"10578.0"},{"date":"Fri May 31 00:00:00 EDT 2013","value":"10867.0"},{"date":"Tue Apr 30 00:00:00 EDT 2013","value":"10977.0"},{"date":"Sun Mar 31 00:00:00 EDT 2013","value":"10510.0"},{"date":"Thu Feb 28 00:00:00 EST 2013","value":"10441.0"},{"date":"Thu Jan 31 00:00:00 EST 2013","value":"10654.0"},{"date":"Mon Dec 31 00:00:00 EST 2012","value":"10297.0"},{"date":"Fri Nov 30 00:00:00 EST 2012","value":"9975.0"},{"date":"Wed Oct 31 00:00:00 EDT 2012","value":"9772.0"},{"date":"Sun Sep 30 00:00:00 EDT 2012","value":"9691.0"},{"date":"Fri Aug 31 00:00:00 EDT 2012","value":"9400.0"},{"date":"Tue Jul 31 00:00:00 EDT 2012","value":"9225.0"},{"date":"Sat Jun 30 00:00:00 EDT 2012","value":"9204.0"},{"date":"Thu May 31 00:00:00 EDT 2012","value":"8839.0"},{"date":"Mon Apr 30 00:00:00 EDT 2012","value":"9678.0"},{"date":"Sat Mar 31 00:00:00 EDT 2012","value":"9799.0"},{"date":"Wed Feb 29 00:00:00 EST 2012","value":"9725.0"},{"date":"Tue Jan 31 00:00:00 EST 2012","value":"9184.0"},{"date":"Sat Dec 31 00:00:00 EST 2011","value":"8623.0"},{"date":"Wed Nov 30 00:00:00 EST 2011","value":"8850.0"},{"date":"Mon Oct 31 00:00:00 EDT 2011","value":"9076.0"},{"date":"Fri Sep 30 00:00:00 EDT 2011","value":"8178.0"},{"date":"Wed Aug 31 00:00:00 EDT 2011","value":"9242.0"},{"date":"Sun Jul 31 00:00:00 EDT 2011","value":"10000.0"},{"date":"Thu Jun 30 00:00:00 EDT 2011","value":"10266.0"},{"date":"Tue May 31 00:00:00 EDT 2011","value":"10399.0"},{"date":"Sat Apr 30 00:00:00 EDT 2011","value":"10632.0"},{"date":"Thu Mar 31 00:00:00 EDT 2011","value":"10160.0"},{"date":"Mon Feb 28 00:00:00 EST 2011","value":"10233.0"},{"date":"Mon Jan 31 00:00:00 EST 2011","value":"10000.0"}]

 
Growth of $10,000
I-Share Morningstar Ratings
(as of 1/31/2021)
  • Overall
    infoIcon:
    Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 672, 672, 582 and 383 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.
    ©2021 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.
    infoIcon:
  • 672 Products | Foreign Large Blend Category
Based on Risk-Adjusted Returns
Calendar Year Returns (%)
Fund BENCHMARK
2020 20.66 10.65
2019 26.02 21.51
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

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 1/31/2021
Net Assets $4.3 billion
# of Holdings 114
% in Equities 97
% in Foreign Equities 95
Beta (3 year) 1.02
R Squared (3 year) 0.96
Standard Deviation 18.84%
Turnover (12/31/2020) 108%
Active Share 77%
Holdings Characteristics
(as of 1/31/2021)
Fund MSCI ACWI ex USA Index
Price/Earnings 21.2x 13.7x
Price/Book 3.0x 1.8x
EPS Growth Rate 16.1% 13.6%
Return on Equity 17.1% 16.0%
Asset Weighted Market Cap (billions) $135.1 $109.9
Median Market Cap (billions) $34.4 $9.3
Return Characteristics
(as of 1/31/2021)
Fund
Alpha (5 Year) -0.07
Down Capture (5 Year) 99.45
Information Ratio (5 Year) -0.03
Sharpe Ratio (5 Year) 0.64
Up Capture (5 Year) 99.23
Market Cap Distribution %
(as of 1/31/2021)
Fund
Less than $2 billion 0
$2 billion - $5 billion 0
$5 billion - $10 billion 3
Greater than $10 billion 97
Not Classified 0

Top Ten Holdings (%)

(as of 1/31/2021)
label percentageholding
Tencent Holdings Ltd. 3.67
Alibaba Group Holding Ltd. 2.90
Samsung Electronics Co., Ltd. 2.68
Taiwan Semiconductor Manufacturing Co., Ltd. 2.20
Anglo American plc 1.85
Nestle S.A. 1.85
Canadian National Railway Co. 1.82
Sandvik AB 1.82
Schneider Electric SE 1.81
Iberdrola S.A. 1.75
Total Portfolio % 22.35
(as of 12/31/2020)
label percentageholding
Samsung Electronics Co., Ltd. 3.00
Tencent Holdings Ltd. 3.00
Alibaba Group Holding Ltd. 2.48
Canadian National Railway Co. 2.05
Taiwan Semiconductor Manufacturing Co., Ltd. 1.95
ASML Holding N.V. 1.94
Keyence Corp. 1.93
Nestle S.A. 1.93
Iberdrola S.A. 1.81
Ferrari N.V. 1.80
Total Portfolio % 21.89

Regional Exposure (%)

(as of 1/31/2021)
label value
Europe 46
Emerging Markets 27
Japan 15
North America 9
Asia Pacific ex Japan 4
(as of 12/31/2020)
label value
Europe 46
Emerging Markets 26
Japan 15
North America 10
Asia Pacific ex Japan 4
Fund Essentials
Inception Date 07/22/1996
Symbol IHOIX
CUSIP 41664L294
Fund Number 1571
Sector Exposure
Sectors 12/31/2020 Fund 1/31/2021 Benchmark 1/31/2021 UNDERWEIGHT / OVERWEIGHT -5 0 5
Information Technology 18 18 13
Overweight 100.0%
Industrials 15 16 11
Overweight 100.0%
Consumer Discretionary 15 15 14
Overweight 20.0%
Utilities 3 4 3
Overweight 20.0%
Health Care 11 10 10
Overweight 0.0%
Energy 3 4 4
Overweight 0.0%
Real Estate 3 3 3
Overweight 0.0%
Communication Services 5 6 7
Overweight 20.0%
Materials 6 6 8
Overweight 40.0%
Financials 16 15 18
Overweight 60.0%
Consumer Staples 6 5 9
Overweight 80.0%
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

Four Reasons Why the Odds May Be Stacked Against US Equities 

03/01/2021
Non-US equities have underperformed for the past decade, but we may now have reached a turning point in this cycle.
pdf

2021 Outlooks (Wellington) 

12/14/2020
Thought leaders from Wellington Management provide their outlook on issues that may influence markets and portfolios going forward.
pdf

Coronavirus Update Center 

11/16/2020
Collected insights on the impact of coronavirus.

Literature

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pdf

Fact Sheet

12/31/2020 | 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

12/31/2020 | pdf

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

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Commentary

12/31/2020 | 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

12/31/2020 | 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

pdf

A concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.

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International Opportunities Fund Pitchbook

12/31/2020 | pdf

This Pitchbook reviews the Funds' investment approach, investment team, investment process, and general portfolio parameters.

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Semi Annual Report

pdf

A semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.

Statutory Prospectus

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An annual update on the Fund that includes information about the Fund’s investment manager, sub-adviser, and operations.

Annual Report

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An annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.

Flyer

12/31/2020 | pdf

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

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SAI

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, 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. • To the extent the Fund's 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. • Integration of environmental, social, and/or governance (ESG) factors 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.
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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