Seeks long-term total return.
An international stock fund that looks beyond short-term underperformance to find opportunities for significant upside in companies with low valuations, low relative price, and/or low expectations.
The portfolio managers are supported by the full resources of Wellington.
(as of 5/31/2023)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 5/31/2023)
|Hartford International Value R6||5.16||4.20||15.90||2.98||6.13||7.73|
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: 05/28/2010
Fund Inception: 5/28/10. Share Class Inception: 2/28/19
Class R6-share performance prior to 2/28/19 reflects the performance and operating expenses of Class Y-shares. Performance for Class R6 shares prior to its inception date would have differed if the operating expenses of Class R6 had been reflected. SI performance is calculated from 5/28/10.
|# of Holdings||222|
|% in Equities||97|
|% in Foreign Equities||97|
|Beta (3 year)||0.99|
|R Squared (3 year)||0.96|
|FUND||MSCI EAFE Value Index|
|EPS Growth Rate||16.2%||5.5%|
|Asset Weighted Market Cap (billions)||$33.8||$66.2|
|Return on Equity||10.6%||12.1%|
|Median Market Cap (billions)||$4.1||$12.7|
|Less than $2 billion||12|
|$2 billion - $5 billion||18|
|$5 billion - $10 billion||13|
|Greater than $10 billion||57|
Alpha (5 Year)
Down Capture (5 Year)
Information Ratio (5 Year)
Sharpe Ratio (5 Year)
Up Capture (5 Year)
|BENCHMARK||UNDERWEIGHT / OVERWEIGHT|
|3/31/23||4/30/23||4/30/23||-5 0 5|
Your session has expired. Please login again.