Hartford International Opportunities Fund

14.02NAV (as of 12/10/2018)
-0.11 (-0.78%) NAV Change
Foreign Large BlendMorningstar Category
International Large-Cap GrowthLipper Classification

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

view bio

Tara C. Stilwell, CFA
Senior Managing Director
Equity Portfolio Manager

view bio

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 (%)
	YTD	1YR	3YR	5YR	10YR	SI
	% (as of 11/30/2018)	Average Annual Total Returns % (as of 11/30/2018)
Hartford International Opportunities I	-13.42	-12.39	2.20	1.63	7.93	4.98
Benchmark	-10.13	-8.12	5.43	1.79	7.66	---
Morningstar Foreign Large Blend Category	-9.99	-8.58	3.71	1.53	7.12	---

Performance (%)
	YTD	1YR	3YR	5YR	10YR	SI
	% (as of 9/30/2018)	Average Annual Total Returns % (as of 9/30/2018)
Hartford International Opportunities I	-4.10	-0.74	7.52	4.72	6.30	5.50
Benchmark	-3.09	1.76	9.97	4.12	5.18	---
Morningstar Foreign Large Blend Category	-2.19	1.68	8.56	4.06	4.80	---

SI = Since Inception. Fund Inception: 07/22/1996

Operating Expenses: Net 0.85% | Gross 0.85%

Share Class Inception: 5/30/08.
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 10/31/2018)

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2014","value":"19050.0"},{"date":"Mon Jun 30 00:00:00 EDT 2014","value":"19771.0"},{"date":"Sat May 31 00:00:00 EDT 2014","value":"19427.0"},{"date":"Wed Apr 30 00:00:00 EDT 2014","value":"19161.0"},{"date":"Mon Mar 31 00:00:00 EDT 2014","value":"18884.0"},{"date":"Fri Feb 28 00:00:00 EST 2014","value":"19094.0"},{"date":"Fri Jan 31 00:00:00 EST 2014","value":"18263.0"},{"date":"Tue Dec 31 00:00:00 EST 2013","value":"19172.0"},{"date":"Sat Nov 30 00:00:00 EST 2013","value":"18723.0"},{"date":"Thu Oct 31 00:00:00 EDT 2013","value":"18426.0"},{"date":"Mon Sep 30 00:00:00 EDT 2013","value":"17855.0"},{"date":"Sat Aug 31 00:00:00 EDT 2013","value":"16775.0"},{"date":"Wed Jul 31 00:00:00 EDT 2013","value":"17167.0"},{"date":"Sun Jun 30 00:00:00 EDT 2013","value":"16310.0"},{"date":"Fri May 31 00:00:00 EDT 2013","value":"16754.0"},{"date":"Tue Apr 30 00:00:00 EDT 2013","value":"16924.0"},{"date":"Sun Mar 31 00:00:00 EDT 2013","value":"16204.0"},{"date":"Thu Feb 28 00:00:00 EST 2013","value":"16098.0"},{"date":"Thu Jan 31 00:00:00 EST 2013","value":"16426.0"},{"date":"Mon Dec 31 00:00:00 EST 2012","value":"15876.0"},{"date":"Fri Nov 30 00:00:00 EST 2012","value":"15380.0"},{"date":"Wed Oct 31 00:00:00 EDT 2012","value":"15067.0"},{"date":"Sun Sep 30 00:00:00 EDT 2012","value":"14942.0"},{"date":"Fri Aug 31 00:00:00 EDT 2012","value":"14494.0"},{"date":"Tue Jul 31 00:00:00 EDT 2012","value":"14222.0"},{"date":"Sat Jun 30 00:00:00 EDT 2012","value":"14191.0"},{"date":"Thu May 31 00:00:00 EDT 2012","value":"13628.0"},{"date":"Mon Apr 30 00:00:00 EDT 2012","value":"14921.0"},{"date":"Sat Mar 31 00:00:00 EDT 2012","value":"15109.0"},{"date":"Wed Feb 29 00:00:00 EST 2012","value":"14994.0"},{"date":"Tue Jan 31 00:00:00 EST 2012","value":"14160.0"},{"date":"Sat Dec 31 00:00:00 EST 2011","value":"13294.0"},{"date":"Wed Nov 30 00:00:00 EST 2011","value":"13644.0"},{"date":"Mon Oct 31 00:00:00 EDT 2011","value":"13993.0"},{"date":"Fri Sep 30 00:00:00 EDT 2011","value":"12609.0"},{"date":"Wed Aug 31 00:00:00 EDT 2011","value":"14249.0"},{"date":"Sun Jul 31 00:00:00 EDT 2011","value":"15418.0"},{"date":"Thu Jun 30 00:00:00 EDT 2011","value":"15828.0"},{"date":"Tue May 31 00:00:00 EDT 2011","value":"16033.0"},{"date":"Sat Apr 30 00:00:00 EDT 2011","value":"16392.0"},{"date":"Thu Mar 31 00:00:00 EDT 2011","value":"15664.0"},{"date":"Mon Feb 28 00:00:00 EST 2011","value":"15777.0"},{"date":"Mon Jan 31 00:00:00 EST 2011","value":"15418.0"},{"date":"Fri Dec 31 00:00:00 EST 2010","value":"15377.0"},{"date":"Tue Nov 30 00:00:00 EST 2010","value":"14392.0"},{"date":"Sun Oct 31 00:00:00 EDT 2010","value":"14965.0"},{"date":"Thu Sep 30 00:00:00 EDT 2010","value":"14344.0"},{"date":"Tue Aug 31 00:00:00 EDT 2010","value":"13054.0"},{"date":"Sat Jul 31 00:00:00 EDT 2010","value":"13399.0"},{"date":"Wed Jun 30 00:00:00 EDT 2010","value":"12008.0"},{"date":"Mon May 31 00:00:00 EDT 2010","value":"12160.0"},{"date":"Fri Apr 30 00:00:00 EDT 2010","value":"13602.0"},{"date":"Wed Mar 31 00:00:00 EDT 2010","value":"13846.0"},{"date":"Sun Feb 28 00:00:00 EST 2010","value":"12688.0"},{"date":"Sun Jan 31 00:00:00 EST 2010","value":"12698.0"},{"date":"Thu Dec 31 00:00:00 EST 2009","value":"13389.0"},{"date":"Mon Nov 30 00:00:00 EST 2009","value":"13135.0"},{"date":"Sat Oct 31 00:00:00 EDT 2009","value":"12681.0"},{"date":"Wed Sep 30 00:00:00 EDT 2009","value":"13014.0"},{"date":"Mon Aug 31 00:00:00 EDT 2009","value":"12419.0"},{"date":"Fri Jul 31 00:00:00 EDT 2009","value":"12107.0"},{"date":"Tue Jun 30 00:00:00 EDT 2009","value":"10888.0"},{"date":"Sun May 31 00:00:00 EDT 2009","value":"11170.0"},{"date":"Thu Apr 30 00:00:00 EDT 2009","value":"9851.0"},{"date":"Tue Mar 31 00:00:00 EDT 2009","value":"8753.0"},{"date":"Sat Feb 28 00:00:00 EST 2009","value":"8159.0"},{"date":"Sat Jan 31 00:00:00 EST 2009","value":"8934.0"},{"date":"Wed Dec 31 00:00:00 EST 2008","value":"10073.0"},{"date":"Sun Nov 30 00:00:00 EST 2008","value":"9463.0"},{"date":"Fri Oct 31 00:00:00 EDT 2008","value":"10000.0"}]

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

Calendar Year Returns (%)
	Fund	BENCHMARK	PEER GROUP
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.

Characteristics

Statistics
As of Date	10/31/2018
Net Assets	$3.6 billion
# of Holdings	88
% in Equities	96
% in Foreign Equities	95
Beta (3 year)	1.01
R Squared (3 year)	0.95
Standard Deviation	11.63%
Turnover (9/30/2018)	73%

Holdings Characteristics
(as of 10/31/2018)
	Fund	MSCI ACWI ex USA Index
Price/Earnings	12.6x	11.6x
Price/Book	2.1x	1.6x
EPS Growth Rate	11.2%	10.3%
Return on Equity	16.1%	15.7%
Asset Weighted Market Cap (billions)	$91.9	$63.0
Median Market Cap (billions)	$25.1	$7.6

Return Characteristics
(as of 10/31/2018)
	Fund
Alpha (5 Year)	0.45
Down Capture (5 Year)	88.31
Information Ratio (5 Year)	0.09
Sharpe Ratio (5 Year)	0.18
Up Capture (5 Year)	91.26

Market Cap Distribution %
(as of 10/31/2018)
Less than $2 billion	0
$2 billion - $5 billion	1
$5 billion - $10 billion	11
Greater than $10 billion	87
Not Classified	1

Top Ten Holdings (%)

10/31/2018
9/30/2018

(as of 10/31/2018)
label	percentageholding
Nestle S.A.	4.02
Novartis AG	3.36
TOTAL S.A.	2.61
Tencent Holdings Ltd.	2.45
British American Tobacco plc	2.37
Royal Dutch Shell plc	2.36
Sumitomo Mitsui Financial Group, Inc.	2.32
Taiwan Semiconductor Manufacturing Co., Ltd.	2.32
Canadian National Railway Co.	2.30
Alibaba Group Holding Ltd.	2.29
Total Portfolio %	26.40

(as of 9/30/2018)
label	percentageholding
Nestle S.A.	3.54
Tencent Holdings Ltd.	2.61
Alibaba Group Holding Ltd.	2.36
Taiwan Semiconductor Manufacturing Co., Ltd.	2.35
Canadian National Railway Co.	2.30
Novartis AG	2.18
Safran S.A.	2.14
Sumitomo Mitsui Financial Group, Inc.	2.14
Rio Tinto plc	2.03
UBS Group AG	2.01
Total Portfolio %	23.66

PDF Full Portfolio Holdings

Regional Exposure (%)

10/31/2018
9/30/2018

(as of 10/31/2018)
label	value
Europe	57
Emerging Markets	21
Japan	14
North America	8
Asia Pacific ex Japan	1
Middle East/Developed	1

(as of 9/30/2018)
label	value
Europe	50
Emerging Markets	24
Japan	16
North America	9
Asia Pacific ex Japan	1
Middle East/Developed	1

Fund Essentials
Inception Date	07/22/1996
Symbol	IHOIX
CUSIP	41664L294
Fund Number	1571

Sector Exposure
Sectors	9/30/2018	Fund 10/31/2018	Benchmark 10/31/2018	UNDERWEIGHT / OVERWEIGHT -5 0 5
Health Care	13	14	9	Overweight 100.0%
Consumer Discretionary	13	13	10	Overweight 60.0%
Industrials	15	13	12	Overweight 20.0%
Real Estate	3	4	3	Overweight 20.0%
Energy	6	8	8	Overweight 0.0%
Communication Services	0	7	7	Overweight 0.0%
Utilities	3	3	3	Overweight 0.0%
Telecommunication Services	2	0	0	Overweight 0.0%
Consumer Staples	8	9	10	Overweight 20.0%
Information Technology	17	7	8	Overweight 20.0%
Materials	4	4	8	Overweight 80.0%
Financials	17	17	22	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

Reflections on a Red October

Mon Nov 12 10:00:00 EST 2018

October's 7% market drop was the worst one-month decline since 2011.

A Reboot for International Equities

Fri Nov 02 12:42:00 EDT 2018

Much like popular film franchises often are restarted to renewed popularity, interest in international investing may be poised to be rekindled.

The 5-Minute Forecast 4Q18

Thu Oct 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.

Literature

Important Risks: 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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