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Global International Equity fund

Hartford International Opportunities Fund    Share Class - I (IHOIX)


MORNINGSTAR RATING:
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 3 stars, and 10-Year, 4 stars, rated against 704, 704, 611 and 412 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 4/30/2022)
704 PRODUCTS
Foreign Large Blend Category
Based on Risk-Adjusted Returns
MORNINGSTAR RATING:
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 3 stars, and 10-Year, 4 stars, rated against 704, 704, 611 and 412 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 4/30/2022)
704 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
27
YRS
AT WELLINGTON MANAGEMENT
35
YRS
EXPERIENCE IN THIS INDUSTRY
Senior Managing Director
Equity Portfolio Manager
12
YRS
MANAGING THIS FUND
14
YRS
AT WELLINGTON MANAGEMENT
28
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 4/30/2022)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 4/30/2022)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Opportunities I -14.75 -11.99 5.91 5.11 5.95 5.41
Benchmark -11.38 -10.31 4.30 4.94 5.04 ---
Morningstar Foreign Large Blend Category -12.76 -10.29 4.02 4.37 5.34 ---
 
CUMULATIVE %
(as of 3/31/2022)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 3/31/2022)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Opportunities I -8.04 -1.92 9.70 7.21 6.62 5.74
Benchmark -5.44 -1.48 7.51 6.76 5.55 ---
Morningstar Foreign Large Blend Category -7.05 -1.61 7.23 6.26 5.85 ---

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

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.

Hartford International Opportunities Fund I Share Morningstar Ratings
Morningstar awarded the Fund a
Silver analyst rating on 3/15/2022
overall
(as of 4/30/2022)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 3 stars, and 10-Year, 4 stars, rated against 704, 704, 611 and 412 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.

704 PRODUCTS
|
Foreign Large Blend Category
Based on Risk-Adjusted Returns
3 YEAR
(as of 4/30/2022)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 3 stars, and 10-Year, 4 stars, rated against 704, 704, 611 and 412 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.

704 PRODUCTS
|
Foreign Large Blend Category
Based on Risk-Adjusted Returns
5 YEAR
(as of 4/30/2022)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 3 stars, and 10-Year, 4 stars, rated against 704, 704, 611 and 412 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.

611 PRODUCTS
|
Foreign Large Blend Category
Based on Risk-Adjusted Returns
10 YEAR
(as of 4/30/2022)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 3 stars, and 10-Year, 4 stars, rated against 704, 704, 611 and 412 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.

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

Characteristics

FUND ESSENTIALS
Inception Date 07/22/1996
Net Assets $4.1 billion
Total Operating Expenses 0.77%
Morningstar Category Foreign Large Blend
Lipper Classification International Large-Cap Growth
CUSIP 41664L294
Fund Number 1571
FUND STATS
# of Holdings
91
% in Equities
97
% in Foreign Equities
93
Beta (3 year)
1.00
R Squared (3 year)
0.95
Standard Deviation
17.81%
Turnover- (3/31/2022)
102%
Active Share
79%
Holdings Characteristics
FUND MSCI ACWI ex USA Index
Price/Earnings
13.2x 12.2x
Price/Book
1.9x 1.8x
EPS Growth Rate
10.3% 12.5%
Asset Weighted Market Cap (billions)
$112.8 $88.5
Return on Equity
16.4% 16.4%
Median Market Cap (billions)
$34.9 $9.0
Regional Exposure (%)
Developed EU & Middle East ex UK 38
United Kingdom 20
Emerging Markets 17
North America 12
Japan 10
Developed Asia Pacific ex Japan 4
Other 0
Developed EU & Middle East ex UK 36
United Kingdom 20
Emerging Markets 17
Japan 11
North America 11
Developed Asia Pacific ex Japan 4
Other 1
Top Ten Holdings (%)
Taiwan Semiconductor Manufacturing Co., Ltd. 3.40
Novartis AG 2.92
Shell plc 2.81
Diageo plc 2.69
Samsung Electronics Co., Ltd. 2.60
Canadian Pacific Railway Ltd. 2.51
Nestle S.A. 2.36
AstraZeneca plc 2.23
Iberdrola S.A. 2.12
Goodman Group 2.10
Total Portfolio % 25.74
Taiwan Semiconductor Manufacturing Co., Ltd. 3.55
Canadian Pacific Railway Ltd. 2.82
Shell plc 2.62
Samsung Electronics Co., Ltd. 2.57
Diageo plc 2.52
AstraZeneca plc 2.45
Anglo American plc 2.25
Siemens AG 2.14
Goodman Group 1.97
Nestle S.A. 1.94
Total Portfolio % 24.83
Market Cap Distribution (%)

Market Cap Header3

Less than $2 billion 0
$2 billion - $5 billion 0
$5 billion - $10 billion 9
Greater than $10 billion 89
Not Classified 2
RETURN CHARACTERISTICS
Alpha (5 Year)
0.17
Down Capture (5 Year)
100.78
Information Ratio (5 Year)
0.04
Sharpe Ratio (5 Year)
0.32
Up Capture (5 Year)
101.36
Sector Exposure (%)

Exposure Chart Header

FUND
BENCHMARK UNDERWEIGHT / OVERWEIGHT

Exposure Chart Header2

3/31/22 4/30/22 4/30/22 -5 0 5
Industrials 15 15 12
Energy 7 8 6
Real Estate 5 5 3
Health Care 9 11 10
Utilities 4 4 3
Information Technology 12 12 12
Materials 10 9 9
Consumer Staples 8 9 9
Consumer Discretionary 9 8 11
Communication Services 2 2 6
Financials 16 15 20
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 18.88 $0.3127 $0.0000 $0.0000 $0.3127
12/13/2021 19.08 $0.0000 $0.0000 $1.7520 $1.7520
Past distributions are not indicative of future distributions.

Fund Literature


03/31/2022 - PDF (248 KB)
This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.
03/31/2022 - PDF (254 KB)
This Fund Story outlines three distinguishing characteristics to help investors better understand the Fund.
Morningstar analyst's take on the Hartford International Opportunities.
03/31/2022 - PDF (178 KB)
Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
03/31/2022 - PDF (515 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.
03/31/2022 - PDF (651 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.
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. • Integration of environmental, social, and/or governance (ESG) characteristics 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. • 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.
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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