• Hartford International Opportunities Fund

Hartford Mutual Funds
INT, Large-Cap Core

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Hartford International Opportunities Fund

IHOVX

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 at a time. In selecting securities for the portfolio, the research team evaluates a company’s business environment, management quality, balance sheet, income statement, anticipated earnings, revenues and dividends.

In addition, the research team integrates environmental, social and governance factors as part of its process.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The fund diversifies its investments among a number of different countries throughout the world, with no limit on the amount of assets that may be invested in each country.

Also, the fund may invest in companies domiciled in emerging markets as a percentage of its net assets up to the greater of 25% or the weight of emerging markets in the Index plus 10%.

Based on market or economic conditions, the fund may focus in one or more sectors of the market.

Additionally, the fund has the flexibility to invest across all market capitalizations, but invests primarily in mid and large capitalization companies.
 

Strategy Process Research Risk Philosophy

Price

Last Close

$22.78 ( +0.16 )

52 Week HL

$22.78 - $17.28

Net Assets

$4600 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

Fact Sheet

Annual Reports

Website

Link

Performance

YTD

9.9 %

3 Year

63.59%

5 Year

63.06%

Best

24.76%
2017

Worst

-18.64%
2018

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 0.9% -22% 14.1% 0.2% 7.6% -2% 5% - - - -
Q2 4.9% 20.9% 3.1% -1.7% 6.3% -1% 1.5% -100% - - -
Q3 3.8% 9.1% -3% 0.1% 5.3% 6.6% -7.6% -100% - - -
Q4 - 16.5% 7.3% -15.2% 3.6% -2.2% 3% -0.9% - - -

Returns +
Monthly

J F M A M J J A S O N D
2021 -1.4% 2.9% -0.5% 4.7% 0.9% -0.6% -0.4% 3% 1.2% - - -
2020 -2.3% -5.1% -15.8% 6.9% 4.4% 8.4% 6.4% 4.2% -1.6% -1% 11.8% 5.3%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    0%16%29%-6%19%8%-1%14%29%13%0%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
IHOVX 10%20%24%-19%25%1%2%----
S&P 500 -16%29%-6%19%8%-1%14%29%13%-
Alpha 10%4%-4%-12%6%-7%2%----

IHOVX S&P 500

Chart +