• Hartford International Opportunities Fund

Hartford Mutual Funds

  • International
  • Large-Cap
  • Core

Hartford International Opportunities Fund

IHORX

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on securities, including non-dollar securities, of foreign issuers.

The team also focuses on underappreciated companies, improving return on capital, and securities that are lagging in market price for temporary reasons.

The research process is driven by fundamental analysis of one stock More

Price

Last Close

$16.32 ( +0.3 )

52 Week HL

$22.13 - $15.48

Net Assets

$4500 M

Expense Ratio

0.77 %

Sector Allocation

Dec 31, 2020

Top 10 Holdings

Mar 23, 2021

Company Name

  • Samsung Electronics
  • Tencent Holdings
  • Alibaba Group
  • Canadian National
  • Taiwan Semiconductor

Holding

  • 3.00
  • 3.00
  • 2.48
  • 2.05
  • 1.95

Company Name

  • ASML Holding
  • Keyence Corp
  • Nestle Sa
  • Iberdrola Sa
  • Ferrari N.V.
  • Total

Holding

  • 1.94
  • 1.93
  • 1.93
  • 1.81
  • 1.80
  • 21.89%

Manager

Name

Nicolas M. Choumenkovitch

Leadership

Single Manager

Tenure

2003

Advisor

Wellington Management Company LLP

Documents

Prospectus

Annual Reports

Website

Link

Performance

YTD

-20.6 %

3 Year

-7.36%

5 Year

1.97%

Best

31.97%
2009

Worst

-42.98%
2008

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -8.2% 0.8% -22.1% 13.9% - 7.4% -2.3% 4.8% -1.6% 1.9% -
Q2 -13.5% 4.8% 20.2% 2.8% -1.9% 6.1% -1.1% 1.4% 4.6% 1.5% -
Q3 - 3.6% 8.6% -3.1% -0.2% 5.1% 6.4% -7.8% -5.2% 8.1% -
Q4 - -6.9% 17% 7.9% -15.3% 3.4% -2.4% 2.9% -2.4% 7.2% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -6.3% -0.9% -1.2% -1.9% -11.8% - - - - - - -
2021 -1.5% 2.8% -0.6% 4.7% 0.8% -0.7% -0.5% 3% 1.2% -1.5% -3.2% -6.7%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
IHORX -21%-3%20%24%-19%-0%1%-5%20%19%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -21%-31%4%-4%-13%--8%1%-18%-9%19%

IHORX S&P 500

Chart +