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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.

Historically Consistent and Strong
Track Record

The Fund is a standout among the Morningstar Large Blend Category. It has outperformed its peer group average for the last nine consecutive years—the only actively managed fund in the category to have accomplished this feat.


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 (3:47)
Investment Director John Smallcomb

Performance

Performance (%)
% (as of 12/31/2017)
Average Annual Total Returns % (as of 12/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Opportunities  I 24.53 24.53 8.45 8.11 2.94 5.91
Benchmark 27.19 27.19 7.83 6.80 1.84 ---
Morningstar Foreign Large Blend Category 25.42 25.42 7.49 7.04 1.46 ---
Performance (%)
% (as of 12/31/2017)
Average Annual Total Returns % (as of 12/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Opportunities  I 24.53 24.53 8.45 8.11 2.94 5.91
Benchmark 27.19 27.19 7.83 6.80 1.84 ---
Morningstar Foreign Large Blend Category 25.42 25.42 7.49 7.04 1.46 ---
SI = Since Inception. Fund Inception: 07/22/1996
Operating Expenses:   Net  0.88% |  Gross  0.88%

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 12/31/2017)
[{"date":"2017/12/31","value":"12932"},{"date":"2017/11/30","value":"12778"},{"date":"2017/10/31","value":"12713"},{"date":"2017/09/30","value":"12495"},{"date":"2017/08/31","value":"12211"},{"date":"2017/07/31","value":"12262"},{"date":"2017/06/30","value":"11884"},{"date":"2017/05/31","value":"11826"},{"date":"2017/04/30","value":"11448"},{"date":"2017/03/31","value":"11186"},{"date":"2017/02/28","value":"10816"},{"date":"2017/01/31","value":"10772"},{"date":"2016/12/31","value":"10409"},{"date":"2016/11/30","value":"10150"},{"date":"2016/10/31","value":"10330"},{"date":"2016/09/30","value":"10654"},{"date":"2016/08/31","value":"10402"},{"date":"2016/07/31","value":"10380"},{"date":"2016/06/30","value":"10006"},{"date":"2016/05/31","value":"10208"},{"date":"2016/04/30","value":"10244"},{"date":"2016/03/31","value":"10114"},{"date":"2016/02/29","value":"9467"},{"date":"2016/01/31","value":"9661"},{"date":"2015/12/31","value":"10337"},{"date":"2015/11/30","value":"10545"},{"date":"2015/10/31","value":"10615"},{"date":"2015/09/30","value":"10039"},{"date":"2015/08/31","value":"10383"},{"date":"2015/07/31","value":"11086"},{"date":"2015/06/30","value":"10875"},{"date":"2015/05/31","value":"11135"},{"date":"2015/04/30","value":"11114"},{"date":"2015/03/31","value":"10727"},{"date":"2015/02/28","value":"10776"},{"date":"2015/01/31","value":"10285"},{"date":"2014/12/31","value":"10228"},{"date":"2014/11/30","value":"10547"},{"date":"2014/10/31","value":"10449"},{"date":"2014/09/30","value":"10455"},{"date":"2014/08/31","value":"10794"},{"date":"2014/07/31","value":"10621"},{"date":"2014/06/30","value":"11028"},{"date":"2014/05/31","value":"10837"},{"date":"2014/04/30","value":"10695"},{"date":"2014/03/31","value":"10541"},{"date":"2014/02/28","value":"10658"},{"date":"2014/01/31","value":"10202"},{"date":"2013/12/31","value":"10707"},{"date":"2013/11/30","value":"10464"},{"date":"2013/10/31","value":"10299"},{"date":"2013/09/30","value":"9986"},{"date":"2013/08/31","value":"9379"},{"date":"2013/07/31","value":"9603"},{"date":"2013/06/30","value":"9131"},{"date":"2013/05/31","value":"9379"},{"date":"2013/04/30","value":"9473"},{"date":"2013/03/31","value":"9078"},{"date":"2013/02/28","value":"9019"},{"date":"2013/01/31","value":"9208"},{"date":"2012/12/31","value":"8901"},{"date":"2012/11/30","value":"8625"},{"date":"2012/10/31","value":"8450"},{"date":"2012/09/30","value":"8386"},{"date":"2012/08/31","value":"8136"},{"date":"2012/07/31","value":"7984"},{"date":"2012/06/30","value":"7972"},{"date":"2012/05/31","value":"7657"},{"date":"2012/04/30","value":"8386"},{"date":"2012/03/31","value":"8491"},{"date":"2012/02/29","value":"8433"},{"date":"2012/01/31","value":"7961"},{"date":"2011/12/31","value":"7477"},{"date":"2011/11/30","value":"7675"},{"date":"2011/10/31","value":"7877"},{"date":"2011/09/30","value":"7099"},{"date":"2011/08/31","value":"8021"},{"date":"2011/07/31","value":"8684"},{"date":"2011/06/30","value":"8914"},{"date":"2011/05/31","value":"9035"},{"date":"2011/04/30","value":"9243"},{"date":"2011/03/31","value":"8834"},{"date":"2011/02/28","value":"8903"},{"date":"2011/01/31","value":"8701"},{"date":"2010/12/31","value":"8678"},{"date":"2010/11/30","value":"8123"},{"date":"2010/10/31","value":"8452"},{"date":"2010/09/30","value":"8100"},{"date":"2010/08/31","value":"7378"},{"date":"2010/07/31","value":"7573"},{"date":"2010/06/30","value":"6788"},{"date":"2010/05/31","value":"6880"},{"date":"2010/04/30","value":"7699"},{"date":"2010/03/31","value":"7837"},{"date":"2010/02/28","value":"7178"},{"date":"2010/01/31","value":"7189"},{"date":"2009/12/31","value":"7585"},{"date":"2009/11/30","value":"7440"},{"date":"2009/10/31","value":"7189"},{"date":"2009/09/30","value":"7372"},{"date":"2009/08/31","value":"7041"},{"date":"2009/07/31","value":"6870"},{"date":"2009/06/30","value":"6175"},{"date":"2009/05/31","value":"6341"},{"date":"2009/04/30","value":"5594"},{"date":"2009/03/31","value":"4968"},{"date":"2009/02/28","value":"4637"},{"date":"2009/01/31","value":"5076"},{"date":"2008/12/31","value":"5725"},{"date":"2008/11/30","value":"5384"},{"date":"2008/10/31","value":"5690"},{"date":"2008/09/30","value":"6941"},{"date":"2008/08/31","value":"7964"},{"date":"2008/07/31","value":"8370"},{"date":"2008/06/30","value":"8854"},{"date":"2008/05/31","value":"9750"},{"date":"2008/04/30","value":"9438"},{"date":"2008/03/31","value":"8921"},{"date":"2008/02/29","value":"9143"},{"date":"2008/01/31","value":"9055"},{"date":"2007/12/31","value":"10000"}]

 
Growth of $10,000

Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.

Morningstar Analyst Rating

Bronze

Morningstar awarded the Fund a Bronze analyst rating on 4/21/171

I-Share Morningstar Ratings
(as of 12/31/2017)
  • Overall
    infoIcon:
  • Overall Morningstar Rating for International Opportunities Fund, Class I, as of 12/31/2017 out of 597 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 12/31/2017
Net Assets $3.6 billion
# of Holdings 104
Beta 0.88
R Squared 0.93
% in Equities 97%
Turnover (12/31/2017) 90%
% in Foreign Equities 97%
Standard Deviation 10.40%
Holdings Characteristics
(as of 12/31/2017)
Fund MSCI AC (All Country) World ex USA Index
Asset Weighted Market Cap $87.8 billion $72.8 billion
EPS Growth Rate 15.3% 13.2%
Median Market Cap $34.3 billion $9.4 billion
Price/Book 1.9x 1.7x
Price/Earnings 13.4x 14.0x
Return on Equity 14.6% 15.7%
Return Characteristics
(as of 12/31/2017)
Fund
Alpha 2.30
Down Capture 83.19
Information Ratio 0.40
Sharpe Ratio 0.77
Up Capture 93.56
Market Cap Distribution %
(as of 12/31/2017)
Less than $2 billion 0.1
$2 billion - $5 billion 1.4
$5 billion - $10 billion 6.2
Greater than $10 billion 91.8

Top Ten Holdings (%)

(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
(as of 9/30/2017)
label percentageholding
Taiwan Semiconductor Manufacturing Co., Ltd. 2.85
Novartis AG 2.51
UBS Group AG 2.38
AXA S.A. 2.22
Iberdrola S.A. 2.15
Glencore plc 2.14
Samsung Electronics Co., Ltd. 2.13
British American Tobacco plc 2.10
Canadian National Railway Co. 2.05
Cie Generale des Etablissements Michelin 2.02
Total Portfolio % 22.55

Regional Exposure (%)

(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
(as of 9/30/2017)
label value
Europe 51.62
Emerging Markets 21.23
Japan 15.54
North America 9.24
Asia Pacific ex Japan 2.38
Fund Essentials
Inception Date 07/22/1996
Symbol IHOIX
CUSIP 41664L294
Fund Number 1571
Sector Exposure
Sectors 09/30/2017 Fund 12/31/2017 Benchmark 12/31/2017 UNDERWEIGHT / OVERWEIGHT -5 0 5
Information Technology 13.8 14.9 11.5
Overweight 80.0%
Financials 27.7 25.9 23.1
Overweight 60.0%
Industrials 15.7 14.7 11.8
Overweight 60.0%
Consumer Discretionary 11.3 13.7 11.3
Overweight 60.0%
Real Estate 3.6 3.9 3.2
Overweight 20.0%
Utilities 3.2 2.9 2.9
Overweight 0.0%
Consumer Staples 8.5 8.8 9.6
Overweight 20.0%
Telecommunication Services 3.4 2.8 4.0
Overweight 20.0%
Health Care 6.3 5.0 7.6
Overweight 60.0%
Energy 4.2 4.0 6.7
Overweight 60.0%
Materials 2.2 3.0 8.1
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

pdf

2018 Outlooks (Schroders) 

Fri Dec 22 14:06:00 EST 2017
Thought leaders from Schroder Investment Management provide their outlook on issues that may influence markets and portfolios going forward.
pdf

1Q 2018 Outlooks (Wellington) 

Thu Dec 21 14:06:00 EST 2017
Thought leaders from Wellington Management provide their outlook on issues that may influence markets and portfolios going forward.
pdf

A Reboot for International Equities 

Sun Oct 01 12:42:00 EDT 2017
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

12/31/2017 | pdf
Get FINRA Letter

Max 100

Commentary

09/30/2017 | pdf
Get FINRA Letter

Max 100

Expanded Commentary

09/30/2017 | pdf

Max 100

Summary Prospectus

03/01/2017 | pdf

Available For
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Pitchbook

12/31/2017 | pdf

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Semi Annual Report

04/30/2017 | pdf

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Statutory Prospectus

03/01/2017 | pdf

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Annual Report

10/31/2017 | pdf

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Hartford International Flyer

12/31/2017 | pdf

Max 20

Fund Story

09/30/2017 | pdf
Get FINRA Letter

Max 50

Flyer

09/30/2017 | pdf

Max 25

SAI

03/01/2017 | pdf

Available For
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A WORD ABOUT RISK

All investments are subject to risk, including the possible loss of principal. There is no guarantee the Fund will achieve its stated objective. The Fund's share price may fluctuate due to market risk and/or security selections that may underperform the market or relevant benchmarks. Foreign investments can be riskier and more volatile than U.S. investments due to the adverse effects of currency exchange rates, differences in market structure and liquidity, as well as political and economic developments in foreign countries and regions (e.g., "Brexit"). These risks are generally greater for investments in emerging markets. Mid-cap securities can have greater risk and volatility than large-cap securities. The Fund may have high portfolio turnover, which could increase the Fund's transaction costs and an investor's tax liability. The Fund's focus on investments in particular sectors may increase its volatility and risk of loss if there are adverse economic consequences in those sectors.
 

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.

© 2017 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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