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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 (3:05)
Investment Director John Smallcomb

Performance

Performance (%)
% (as of 3/31/2018)
Average Annual Total Returns % (as of 3/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Opportunities  I 0.18 15.95 6.77 7.70 4.14 5.85
Benchmark -1.18 16.53 6.18 5.89 2.70 ---
Morningstar Foreign Large Blend Category -0.85 15.40 5.56 6.09 2.36 ---
Performance (%)
% (as of 3/31/2018)
Average Annual Total Returns % (as of 3/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Opportunities  I 0.18 15.95 6.77 7.70 4.14 5.85
Benchmark -1.18 16.53 6.18 5.89 2.70 ---
Morningstar Foreign Large Blend Category -0.85 15.40 5.56 6.09 2.36 ---
SI = Since Inception. Fund Inception: 07/22/1996
Operating Expenses:   Net  0.85% |  Gross  0.85%

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

(as of 3/31/2018)
[{"date":"2018/03/31","value":"14504"},{"date":"2018/02/28","value":"14701"},{"date":"2018/01/31","value":"15513"},{"date":"2017/12/31","value":"14496"},{"date":"2017/11/30","value":"14324"},{"date":"2017/10/31","value":"14250"},{"date":"2017/09/30","value":"14006"},{"date":"2017/08/31","value":"13688"},{"date":"2017/07/31","value":"13745"},{"date":"2017/06/30","value":"13322"},{"date":"2017/05/31","value":"13256"},{"date":"2017/04/30","value":"12833"},{"date":"2017/03/31","value":"12539"},{"date":"2017/02/28","value":"12124"},{"date":"2017/01/31","value":"12075"},{"date":"2016/12/31","value":"11668"},{"date":"2016/11/30","value":"11378"},{"date":"2016/10/31","value":"11579"},{"date":"2016/09/30","value":"11942"},{"date":"2016/08/31","value":"11660"},{"date":"2016/07/31","value":"11636"},{"date":"2016/06/30","value":"11216"},{"date":"2016/05/31","value":"11442"},{"date":"2016/04/30","value":"11483"},{"date":"2016/03/31","value":"11337"},{"date":"2016/02/29","value":"10612"},{"date":"2016/01/31","value":"10829"},{"date":"2015/12/31","value":"11587"},{"date":"2015/11/30","value":"11820"},{"date":"2015/10/31","value":"11899"},{"date":"2015/09/30","value":"11253"},{"date":"2015/08/31","value":"11639"},{"date":"2015/07/31","value":"12426"},{"date":"2015/06/30","value":"12190"},{"date":"2015/05/31","value":"12481"},{"date":"2015/04/30","value":"12458"},{"date":"2015/03/31","value":"12025"},{"date":"2015/02/28","value":"12080"},{"date":"2015/01/31","value":"11529"},{"date":"2014/12/31","value":"11466"},{"date":"2014/11/30","value":"11823"},{"date":"2014/10/31","value":"11712"},{"date":"2014/09/30","value":"11719"},{"date":"2014/08/31","value":"12099"},{"date":"2014/07/31","value":"11906"},{"date":"2014/06/30","value":"12362"},{"date":"2014/05/31","value":"12148"},{"date":"2014/04/30","value":"11989"},{"date":"2014/03/31","value":"11816"},{"date":"2014/02/28","value":"11947"},{"date":"2014/01/31","value":"11436"},{"date":"2013/12/31","value":"12003"},{"date":"2013/11/30","value":"11730"},{"date":"2013/10/31","value":"11545"},{"date":"2013/09/30","value":"11194"},{"date":"2013/08/31","value":"10513"},{"date":"2013/07/31","value":"10764"},{"date":"2013/06/30","value":"10235"},{"date":"2013/05/31","value":"10513"},{"date":"2013/04/30","value":"10619"},{"date":"2013/03/31","value":"10176"},{"date":"2013/02/28","value":"10110"},{"date":"2013/01/31","value":"10321"},{"date":"2012/12/31","value":"9978"},{"date":"2012/11/30","value":"9669"},{"date":"2012/10/31","value":"9473"},{"date":"2012/09/30","value":"9401"},{"date":"2012/08/31","value":"9120"},{"date":"2012/07/31","value":"8950"},{"date":"2012/06/30","value":"8936"},{"date":"2012/05/31","value":"8583"},{"date":"2012/04/30","value":"9401"},{"date":"2012/03/31","value":"9518"},{"date":"2012/02/29","value":"9453"},{"date":"2012/01/31","value":"8923"},{"date":"2011/12/31","value":"8381"},{"date":"2011/11/30","value":"8604"},{"date":"2011/10/31","value":"8830"},{"date":"2011/09/30","value":"7958"},{"date":"2011/08/31","value":"8991"},{"date":"2011/07/31","value":"9734"},{"date":"2011/06/30","value":"9992"},{"date":"2011/05/31","value":"10128"},{"date":"2011/04/30","value":"10361"},{"date":"2011/03/31","value":"9902"},{"date":"2011/02/28","value":"9980"},{"date":"2011/01/31","value":"9753"},{"date":"2010/12/31","value":"9728"},{"date":"2010/11/30","value":"9106"},{"date":"2010/10/31","value":"9474"},{"date":"2010/09/30","value":"9080"},{"date":"2010/08/31","value":"8271"},{"date":"2010/07/31","value":"8489"},{"date":"2010/06/30","value":"7609"},{"date":"2010/05/31","value":"7712"},{"date":"2010/04/30","value":"8630"},{"date":"2010/03/31","value":"8784"},{"date":"2010/02/28","value":"8046"},{"date":"2010/01/31","value":"8059"},{"date":"2009/12/31","value":"8502"},{"date":"2009/11/30","value":"8340"},{"date":"2009/10/31","value":"8059"},{"date":"2009/09/30","value":"8263"},{"date":"2009/08/31","value":"7893"},{"date":"2009/07/31","value":"7701"},{"date":"2009/06/30","value":"6922"},{"date":"2009/05/31","value":"7107"},{"date":"2009/04/30","value":"6271"},{"date":"2009/03/31","value":"5568"},{"date":"2009/02/28","value":"5198"},{"date":"2009/01/31","value":"5690"},{"date":"2008/12/31","value":"6418"},{"date":"2008/11/30","value":"6035"},{"date":"2008/10/31","value":"6378"},{"date":"2008/09/30","value":"7781"},{"date":"2008/08/31","value":"8928"},{"date":"2008/07/31","value":"9383"},{"date":"2008/06/30","value":"9925"},{"date":"2008/05/31","value":"10929"},{"date":"2008/04/30","value":"10580"},{"date":"2008/03/31","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 4/21/171

I-Share Morningstar Ratings
(as of 3/31/2018)
  • Overall
    infoIcon:
  • Overall Morningstar Rating for International Opportunities Fund, Class I, as of 3/31/2018 out of 605 products in the Foreign Large Blend Category Based on Risk-Adjusted Returns
Calendar Year Returns (%)
Fund BENCHMARK
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
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 3/31/2018
Net Assets $3.8 billion
# of Holdings 107
Beta 0.92
R Squared 0.93
% in Equities 96%
Turnover (3/31/2018) 81%
% in Foreign Equities 96%
Standard Deviation 11.36%
Holdings Characteristics
(as of 3/31/2018)
Fund MSCI AC (All Country) World ex USA Index
Asset Weighted Market Cap $88.5 billion $71.3 billion
EPS Growth Rate 14.2% 12.5%
Median Market Cap $32.3 billion $9.3 billion
Price/Book 1.9x 1.7x
Price/Earnings 11.8x 12.2x
Return on Equity 15.1% 15.8%
Return Characteristics
(as of 3/31/2018)
Fund
Alpha 2.53
Down Capture 83.47
Information Ratio 0.53
Sharpe Ratio 0.69
Up Capture 95.28
Market Cap Distribution %
(as of 03/31/2018)
Less than $2 billion 0.5
$2 billion - $5 billion 1.1
$5 billion - $10 billion 8.7
Greater than $10 billion 89.1

Top Ten Holdings (%)

(as of 3/31/2018)
label percentageholding
Nestle S.A. 2.80
Alibaba Group Holding Ltd. 2.57
UBS Group AG 2.55
Taiwan Semiconductor Manufacturing Co., Ltd. 2.47
Samsung Electronics Co., Ltd. 2.13
Novartis AG 2.12
Canadian National Railway Co. 2.09
Sumitomo Mitsui Financial Group, Inc. 1.92
Airbus SE 1.91
Glencore plc 1.77
Total Portfolio % 22.33
(as of 12/31/2017)
label percentageholding
Nestle S.A. 2.75
UBS Group AG 2.68
Novartis AG 2.35
Taiwan Semiconductor Manufacturing Co., Ltd. 2.33
British American Tobacco plc 2.16
Canadian National Railway Co. 2.14
Samsung Electronics Co., Ltd. 2.08
Tokio Marine Holdings, Inc. 2.06
Alibaba Group Holding Ltd. 2.04
Sumitomo Mitsui Financial Group, Inc. 1.94
Total Portfolio % 22.53

Regional Exposure (%)

(as of 3/31/2018)
label value
Europe 45.97
Emerging Markets 27.19
Japan 17.53
North America 7.06
Asia Pacific ex Japan 2.25
(as of 12/31/2017)
label value
Europe 46.72
Emerging Markets 24.90
Japan 17.29
North America 8.65
Asia Pacific ex Japan 2.44
Fund Essentials
Inception Date 07/22/1996
Symbol IHOIX
CUSIP 41664L294
Fund Number 1571
Sector Exposure
Sectors 12/31/2017 Fund 03/31/2018 Benchmark 03/31/2018 UNDERWEIGHT / OVERWEIGHT -6 0 6
Consumer Discretionary 13.7 16.7 11.4
Overweight 100.0%
Information Technology 14.9 17.3 11.8
Overweight 83.33333333333334%
Industrials 14.7 13.9 11.8
Overweight 33.333333333333336%
Utilities 2.9 2.9 3.0
Overweight 0.0%
Real Estate 3.9 2.8 3.2
Overweight 0.0%
Financials 25.9 21.2 23.1
Overweight 33.333333333333336%
Consumer Staples 8.8 6.9 9.4
Overweight 33.333333333333336%
Health Care 5.0 6.2 7.7
Overweight 33.333333333333336%
Telecommunication Services 2.8 1.9 3.9
Overweight 33.333333333333336%
Materials 3.0 5.2 8.0
Overweight 50.0%
Energy 4.0 4.4 6.7
Overweight 50.0%

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 5-Minute Forecast 

Wed Apr 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

3 Reasons for the Market Sell-Off 

Thu Feb 08 10:00:00 EST 2018
The market is recalibrating to a new environment.
pdf

A Reboot for International Equities 

Tue Jan 30 12:42:00 EST 2018
Much like popular film franchises often are restarted to renewed popularity, interest in international investing may be poised to be rekindled.

Literature

Fund Literature

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Fact Sheet

03/31/2018 | pdf
Get FINRA Letter

Max 100

Commentary

03/31/2018 | pdf
Get FINRA Letter

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Expanded Commentary

12/31/2017 | pdf

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Summary Prospectus

03/01/2018 | pdf

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Pitchbook

03/31/2018 | pdf

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Semi Annual Report

04/30/2017 | pdf

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Statutory Prospectus

03/01/2018 | pdf

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Annual Report

10/31/2017 | pdf

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Hartford International Flyer

03/31/2018 | pdf

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Fund Story

12/31/2017 | pdf
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Flyer

12/31/2017 | pdf

Max 25

SAI

03/01/2017 | pdf

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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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