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Global International Equity fund

Hartford International Opportunities Fund    Share Class - Y (HAOYX)


MORNINGSTAR RATING:
Overall, 4 stars, 3-Year, 5 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 698, 698, 601 and 409 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.
©2022 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.
overall (as of 12/31/2021)
698 PRODUCTS
Foreign Large Blend Category
Based on Risk-Adjusted Returns

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
Senior Managing Director
Equity Portfolio Manager
15
YRS
MANAGING THIS FUND
26
YRS
AT WELLINGTON MANAGEMENT
34
YRS
EXPERIENCE IN THIS INDUSTRY
Senior Managing Director
Equity Portfolio Manager
11
YRS
MANAGING THIS FUND
13
YRS
AT WELLINGTON MANAGEMENT
27
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

Nicolas Choumenkovitch video

Performance

PERFORMANCE %
 
CUMULATIVE %
(as of 12/31/2021)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 12/31/2021)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Opportunities Y 7.64 7.64 17.88 10.68 9.00 6.43
Benchmark 7.82 7.82 13.18 9.61 7.28 ---
Morningstar Foreign Large Blend Category 9.72 9.72 13.56 9.38 7.85 ---
 
CUMULATIVE %
(as of 12/31/2021)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 12/31/2021)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Opportunities Y 7.64 7.64 17.88 10.68 9.00 6.43
Benchmark 7.82 7.82 13.18 9.61 7.28 ---
Morningstar Foreign Large Blend Category 9.72 9.72 13.56 9.38 7.85 ---

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

Hartford International Opportunities Fund Y Share Morningstar Ratings
Morningstar awarded the Fund a
Silver analyst rating on 3/25/2021
overall
(as of 12/31/2021)
Overall, 4 stars, 3-Year, 5 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 698, 698, 601 and 409 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.
©2022 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.

698 PRODUCTS
|
Foreign Large Blend Category
Based on Risk-Adjusted Returns
3 YEAR
(as of 12/31/2021)
Overall, 4 stars, 3-Year, 5 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 698, 698, 601 and 409 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.
©2022 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.

698 PRODUCTS
|
Foreign Large Blend Category
Based on Risk-Adjusted Returns
5 YEAR
(as of 12/31/2021)
Overall, 4 stars, 3-Year, 5 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 698, 698, 601 and 409 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.
©2022 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.

601 PRODUCTS
|
Foreign Large Blend Category
Based on Risk-Adjusted Returns
10 YEAR
(as of 12/31/2021)
Overall, 4 stars, 3-Year, 5 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 698, 698, 601 and 409 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.
©2022 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.

409 PRODUCTS
|
Foreign Large Blend Category
Based on Risk-Adjusted Returns

Characteristics

FUND ESSENTIALS
Inception Date 07/22/1996
Net Assets $4.8 billion
Gross Operating Expenses 0.80%
Net Operating Expenses 0.77%
Morningstar Category Foreign Large Blend
Lipper Classification International Large-Cap Growth
CUSIP 416645885
Fund Number 209
FUND STATS
# of Holdings
95
% in Equities
97
% in Foreign Equities
95
Beta (3 year)
0.98
R Squared (3 year)
0.95
Standard Deviation
17.30%
Turnover- (12/31/2021)
96%
Active Share
78%
Holdings Characteristics
FUND MSCI ACWI ex USA Index
Price/Earnings
17.3x 14.4x
Price/Book
2.6x 2.0x
EPS Growth Rate
14.3% 16.4%
Asset Weighted Market Cap (billions)
$124.7 $100.0
Return on Equity
16.8% 16.0%
Median Market Cap (billions)
$51.9 $10.3
Regional Exposure (%)
Developed EU & Middle East ex UK 38
Emerging Markets 22
Japan 14
United Kingdom 13
North America 8
Developed Asia Pacific ex Japan 4
Developed EU & Middle East ex UK 34
Emerging Markets 23
Japan 15
United Kingdom 13
North America 10
Developed Asia Pacific ex Japan 5
Top Ten Holdings (%)
Taiwan Semiconductor Manufacturing Co., Ltd. 3.46
Tencent Holdings Ltd. 2.47
Siemens AG 2.33
Roche Holding AG 2.28
Anglo American plc 2.13
Constellation Software, Inc. 2.12
Royal Dutch Shell plc 2.08
Goodman Group 2.04
Sony Corp. 1.92
AstraZeneca plc 1.83
Total Portfolio % 22.66
Taiwan Semiconductor Manufacturing Co., Ltd. 2.87
Siemens AG 2.25
AstraZeneca plc 2.18
BNP Paribas S.A. 2.18
Royal Dutch Shell plc 2.17
Constellation Software, Inc. 2.16
Sony Corp. 2.14
Tencent Holdings Ltd. 2.10
iShares MSCI ACWI ex U.S. ETF 1.98
Rio Tinto plc 1.89
Total Portfolio % 21.92
Market Cap Distribution (%)

Market Cap Header3

Less than $2 billion 0
$2 billion - $5 billion 0
$5 billion - $10 billion 8
Greater than $10 billion 91
Not Classified 1
RETURN CHARACTERISTICS
Alpha (5 Year)
0.90
Down Capture (5 Year)
96.70
Information Ratio (5 Year)
0.26
Sharpe Ratio (5 Year)
0.66
Up Capture (5 Year)
101.68
Sector Exposure (%)

Exposure Chart Header

FUND
BENCHMARK UNDERWEIGHT / OVERWEIGHT

Exposure Chart Header2

9/30/21 12/31/21 12/31/21 -3 0 3
Consumer Discretionary 10 14 12
Information Technology 16 15 14
Health Care 10 10 9
Real Estate 2 3 2
Materials 7 8 8
Energy 7 5 5
Utilities 3 3 3
Financials 19 18 19
Industrials 12 12 13
Communication Services 5 5 6
Consumer Staples 6 6 9
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.
distributions and capital gains
Distribution Date Distribution NAV ordinary income short term capital gains long term capital gains total distribution
12/30/2021 20.12 $0.3133 $0.0000 $0.0000 $0.3133
12/13/2021 20.32 $0.0000 $0.0000 $1.7520 $1.7520
Past distributions are not indicative of future distributions.

Fund Literature


09/30/2021 - PDF (212 KB)
This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.
09/30/2021 - PDF (667 KB)
This Fund Story outlines three distinguishing characteristics to help investors better understand the Fund.
12/31/2021 - PDF (93 KB)
Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
09/30/2021 - PDF (541 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.
09/30/2021 - PDF (654 KB)
This Pitchbook reviews the Funds' 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.
Morningstar analyst's take on the Hartford International Opportunities.
PDF (13 KB)
A document that supplements the fund's prospectus with additional information about the fund including its operations and risks.
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 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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Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

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