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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.


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

Fund Outlook & Commentary (4:15)
Investment Director John Smallcomb

Performance

Performance (%)
% (as of 8/31/2018)
Average Annual Total Returns % (as of 8/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Opportunities  I -4.10 1.64 6.34 6.03 4.86 5.53
Benchmark -3.53 3.18 8.08 5.43 3.44 ---
Morningstar Foreign Large Blend Category -2.62 3.31 6.86 5.36 3.26 ---
Performance (%)
% (as of 6/30/2018)
Average Annual Total Returns % (as of 6/30/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Opportunities  I -3.44 5.16 4.96 6.78 3.83 5.60
Benchmark -3.77 7.28 5.07 5.99 2.54 ---
Morningstar Foreign Large Blend Category -2.96 6.29 4.41 5.89 2.31 ---
SI = Since Inception. Fund Inception: 07/22/1996
Operating Expenses:   Net  0.85% |  Gross  0.85%

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 8/31/2018)
[{"date":"2018/08/31","value":"15528"},{"date":"2018/07/31","value":"16017"},{"date":"2018/06/30","value":"15653"},{"date":"2018/05/31","value":"16026"},{"date":"2018/04/30","value":"16189"},{"date":"2018/03/31","value":"16246"},{"date":"2018/02/28","value":"16467"},{"date":"2018/01/31","value":"17376"},{"date":"2017/12/31","value":"16237"},{"date":"2017/11/30","value":"16044"},{"date":"2017/10/31","value":"15962"},{"date":"2017/09/30","value":"15688"},{"date":"2017/08/31","value":"15332"},{"date":"2017/07/31","value":"15396"},{"date":"2017/06/30","value":"14922"},{"date":"2017/05/31","value":"14849"},{"date":"2017/04/30","value":"14374"},{"date":"2017/03/31","value":"14046"},{"date":"2017/02/28","value":"13580"},{"date":"2017/01/31","value":"13525"},{"date":"2016/12/31","value":"13069"},{"date":"2016/11/30","value":"12744"},{"date":"2016/10/31","value":"12970"},{"date":"2016/09/30","value":"13377"},{"date":"2016/08/31","value":"13060"},{"date":"2016/07/31","value":"13033"},{"date":"2016/06/30","value":"12564"},{"date":"2016/05/31","value":"12817"},{"date":"2016/04/30","value":"12862"},{"date":"2016/03/31","value":"12699"},{"date":"2016/02/29","value":"11886"},{"date":"2016/01/31","value":"12130"},{"date":"2015/12/31","value":"12979"},{"date":"2015/11/30","value":"13240"},{"date":"2015/10/31","value":"13328"},{"date":"2015/09/30","value":"12605"},{"date":"2015/08/31","value":"13037"},{"date":"2015/07/31","value":"13919"},{"date":"2015/06/30","value":"13654"},{"date":"2015/05/31","value":"13981"},{"date":"2015/04/30","value":"13954"},{"date":"2015/03/31","value":"13469"},{"date":"2015/02/28","value":"13531"},{"date":"2015/01/31","value":"12913"},{"date":"2014/12/31","value":"12843"},{"date":"2014/11/30","value":"13243"},{"date":"2014/10/31","value":"13119"},{"date":"2014/09/30","value":"13127"},{"date":"2014/08/31","value":"13552"},{"date":"2014/07/31","value":"13336"},{"date":"2014/06/30","value":"13846"},{"date":"2014/05/31","value":"13607"},{"date":"2014/04/30","value":"13429"},{"date":"2014/03/31","value":"13235"},{"date":"2014/02/28","value":"13382"},{"date":"2014/01/31","value":"12810"},{"date":"2013/12/31","value":"13444"},{"date":"2013/11/30","value":"13139"},{"date":"2013/10/31","value":"12931"},{"date":"2013/09/30","value":"12539"},{"date":"2013/08/31","value":"11776"},{"date":"2013/07/31","value":"12057"},{"date":"2013/06/30","value":"11465"},{"date":"2013/05/31","value":"11776"},{"date":"2013/04/30","value":"11894"},{"date":"2013/03/31","value":"11398"},{"date":"2013/02/28","value":"11324"},{"date":"2013/01/31","value":"11561"},{"date":"2012/12/31","value":"11176"},{"date":"2012/11/30","value":"10830"},{"date":"2012/10/31","value":"10610"},{"date":"2012/09/30","value":"10530"},{"date":"2012/08/31","value":"10215"},{"date":"2012/07/31","value":"10025"},{"date":"2012/06/30","value":"10010"},{"date":"2012/05/31","value":"9614"},{"date":"2012/04/30","value":"10530"},{"date":"2012/03/31","value":"10662"},{"date":"2012/02/29","value":"10588"},{"date":"2012/01/31","value":"9995"},{"date":"2011/12/31","value":"9387"},{"date":"2011/11/30","value":"9637"},{"date":"2011/10/31","value":"9890"},{"date":"2011/09/30","value":"8914"},{"date":"2011/08/31","value":"10071"},{"date":"2011/07/31","value":"10903"},{"date":"2011/06/30","value":"11193"},{"date":"2011/05/31","value":"11345"},{"date":"2011/04/30","value":"11605"},{"date":"2011/03/31","value":"11091"},{"date":"2011/02/28","value":"11178"},{"date":"2011/01/31","value":"10925"},{"date":"2010/12/31","value":"10896"},{"date":"2010/11/30","value":"10200"},{"date":"2010/10/31","value":"10612"},{"date":"2010/09/30","value":"10170"},{"date":"2010/08/31","value":"9264"},{"date":"2010/07/31","value":"9509"},{"date":"2010/06/30","value":"8523"},{"date":"2010/05/31","value":"8638"},{"date":"2010/04/30","value":"9667"},{"date":"2010/03/31","value":"9840"},{"date":"2010/02/28","value":"9012"},{"date":"2010/01/31","value":"9027"},{"date":"2009/12/31","value":"9523"},{"date":"2009/11/30","value":"9342"},{"date":"2009/10/31","value":"9027"},{"date":"2009/09/30","value":"9256"},{"date":"2009/08/31","value":"8841"},{"date":"2009/07/31","value":"8626"},{"date":"2009/06/30","value":"7754"},{"date":"2009/05/31","value":"7961"},{"date":"2009/04/30","value":"7024"},{"date":"2009/03/31","value":"6237"},{"date":"2009/02/28","value":"5822"},{"date":"2009/01/31","value":"6373"},{"date":"2008/12/31","value":"7189"},{"date":"2008/11/30","value":"6760"},{"date":"2008/10/31","value":"7144"},{"date":"2008/09/30","value":"8715"},{"date":"2008/08/31","value":"10000"}]

 
Growth of $10,000

Reflects Class A, excluding sales charges. If sales charges and taxes had been included, the value would have been lower. Results for other classes will vary.

Morningstar Analyst Rating

Bronze

Morningstar awarded the Fund a Bronze analyst rating on 4/16/181

I-Share Morningstar Ratings
(as of 8/31/2018)
  • Overall
    infoIcon:
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 8/31/2018
Net Assets $4.0 billion
# of Holdings 97
Beta 0.96
R Squared 0.94
% in Equities 97%
Turnover (6/30/2018) 79%
% in Foreign Equities 95%
Standard Deviation 10.74%
Holdings Characteristics
(as of 8/31/2018)
Fund MSCI AC (All Country) World ex USA Index
Asset Weighted Market Cap $90.9 billion $68.5 billion
EPS Growth Rate 11.8% 10.7%
Median Market Cap $26.6 billion $8.3 billion
Price/Book 2.3x 1.7x
Price/Earnings 13.1x 12.3x
Return on Equity 16.2% 15.9%
Return Characteristics
(as of 8/31/2018)
Fund
Alpha 1.33
Down Capture 86.06
Information Ratio 0.19
Sharpe Ratio 0.53
Up Capture 90.96
Market Cap Distribution %
(as of 08/31/2018)
Less than $2 billion 0.2
$2 billion - $5 billion 0.5
$5 billion - $10 billion 5.6
Greater than $10 billion 93.1

Top Ten Holdings (%)

(as of 8/31/2018)
label percentageholding
Nestle S.A. 3.49
Tencent Holdings Ltd. 2.60
Taiwan Semiconductor Manufacturing Co., Ltd. 2.32
Alibaba Group Holding Ltd. 2.31
Canadian National Railway Co. 2.29
Safran S.A. 2.18
Sumitomo Mitsui Financial Group, Inc. 2.00
Koninklijke Philips N.V. 1.99
Novartis AG 1.91
UBS Group AG 1.90
Total Portfolio % 22.99
(as of 6/30/2018)
label percentageholding
Nestle S.A. 3.09
Alibaba Group Holding Ltd. 2.80
Tencent Holdings Ltd. 2.74
Rio Tinto plc 2.24
Canadian National Railway Co. 2.23
Canadian Natural Resources Ltd. 2.20
TOTAL S.A. 2.03
Safran S.A. 2.01
Sumitomo Mitsui Financial Group, Inc. 1.97
British American Tobacco plc 1.86
Total Portfolio % 23.17

Regional Exposure (%)

(as of 8/31/2018)
label value
Europe 49.98
Emerging Markets 23.26
Japan 15.74
North America 8.65
Asia Pacific ex Japan 1.55
Middle East/Developed 0.83
(as of 6/30/2018)
label value
Europe 49.73
Emerging Markets 23.13
Japan 15.63
North America 9.36
Asia Pacific ex Japan 2.16
Fund Essentials
Inception Date 07/22/1996
Symbol IHOIX
CUSIP 41664L294
Fund Number 1571
Sector Exposure
Sectors 06/30/2018 Fund 08/31/2018 Benchmark 08/31/2018 UNDERWEIGHT / OVERWEIGHT -6 0 6
Information Technology 16.9 17.0 11.9
Overweight 83.33333333333334%
Industrials 14.6 15.6 11.8
Overweight 66.66666666666667%
Health Care 8.2 12.1 8.5
Overweight 66.66666666666667%
Consumer Discretionary 16.1 13.7 11.0
Overweight 50.0%
Utilities 3.3 3.3 3.0
Overweight 0.0%
Real Estate 2.7 2.5 3.2
Overweight 0.0%
Energy 7.1 5.5 7.4
Overweight 16.666666666666668%
Telecommunication Services 1.8 2.5 3.7
Overweight 16.666666666666668%
Consumer Staples 7.8 7.8 9.6
Overweight 33.333333333333336%
Materials 5.3 3.2 8.0
Overweight 83.33333333333334%
Financials 15.6 16.2 21.9
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

A Reboot for International Equities 

Thu Aug 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.
pdf

The 5-Minute Forecast 3Q18 

Wed Jul 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.
pdf

Hartford International Opportunities Fund Outlook & Commentary  

Sat Jun 30 15:13:00 EDT 2018
Investment Director John Smallcomb provides a outlook for the Fund in 3Q18.

Literature

Fund Literature

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Fact Sheet

06/30/2018 | pdf
Get FINRA Letter

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Fund Story

06/30/2018 | pdf
Get FINRA Letter

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Commentary

06/30/2018 | pdf
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Expanded Commentary

06/30/2018 | pdf

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Summary Prospectus

03/01/2018 | pdf

Available For
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Pitchbook

06/30/2018 | pdf

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Semi Annual Report

04/30/2018 | pdf

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Statutory Prospectus

03/01/2018 | pdf

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Annual Report

10/31/2017 | pdf

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Hartford International Flyer

06/30/2018 | pdf

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SAI

03/01/2018 | pdf

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A WORD ABOUT RISK

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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