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.
Video Commentaries
Fund Process Video (1:40)
Equity Portfolio Manager, Intermediate Distribution, Nicolas Choumenkovitch
Video Commentaries
Average Annual Total Returns % (as of 1/31/2021)
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|||||
1YR | 5YR | 10YR | SI | ||
---|---|---|---|---|---|
Hartford International Opportunities I | 21.83 | 10.40 | 6.37 | 6.00 | |
Benchmark | 13.95 | 10.52 | 4.84 | --- | |
Morningstar Foreign Large Blend Category | 11.23 | 8.66 | 5.06 | --- |
Average Annual Total Returns % (as of 12/31/2020)
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|||||
1YR | 5YR | 10YR | SI | ||
---|---|---|---|---|---|
Hartford International Opportunities I | 20.66 | 9.23 | 6.55 | 6.08 | |
Benchmark | 10.65 | 8.93 | 4.92 | --- | |
Morningstar Foreign Large Blend Category | 9.30 | 7.57 | 5.33 | --- |
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)
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.
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% |
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 |
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 |
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 (%)
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 |
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 (%)
label | value |
---|---|
Europe | 46 |
Emerging Markets | 27 |
Japan | 15 |
North America | 9 |
Asia Pacific ex Japan | 4 |
label | value |
---|---|
Europe | 46 |
Emerging Markets | 26 |
Japan | 15 |
North America | 10 |
Asia Pacific ex Japan | 4 |
Inception Date | 07/22/1996 |
Symbol | IHOIX |
CUSIP | 41664L294 |
Fund Number | 1571 |
Sectors | Fund 1/31/2021 | Benchmark 1/31/2021 |
---|---|---|
Information Technology | 18 | 13 |
Industrials | 16 | 11 |
Consumer Discretionary | 15 | 14 |
Utilities | 4 | 3 |
Health Care | 10 | 10 |
Energy | 4 | 4 |
Real Estate | 3 | 3 |
Communication Services | 6 | 7 |
Materials | 6 | 8 |
Financials | 15 | 18 |
Consumer Staples | 5 | 9 |

Four Reasons Why the Odds May Be Stacked Against US Equities
03/01/2021.jpg/_jcr_content/renditions/cq5dam.thumbnail.540.360.margin.jpeg)
2021 Outlooks (Wellington)
12/14/2020Financial Professionals:
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Fund LiteratureSelect All
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Fact Sheet12/31/2020 | pdfThis Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance. |
Fund Story12/31/2020 | pdfThis Fund Story outlines three distinguishing characteristics to help investors better understand the Fund.
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Commentary12/31/2020 | pdfCurrent quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund. |
Expanded Commentary12/31/2020 | pdfCurrent 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 ProspectuspdfA concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.
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International Opportunities Fund Pitchbook12/31/2020 | pdfThis Pitchbook reviews the Funds' investment approach, investment team, investment process, and general portfolio parameters.
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Semi Annual ReportpdfA semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
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Statutory ProspectuspdfAn annual update on the Fund that includes information about the Fund’s investment manager, sub-adviser, and operations.
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Annual ReportpdfAn annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
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Flyer12/31/2020 | pdfThis flyer outlines distinguishing characteristics to help investors better understand the Fund.
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SAIpdfA supplementary document to the Fund’s prospectus that includes additional information about the Fund and its operations.
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