Morningstar

Hartford International Opportunities HLS Fund Class IB HBIOX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $19.34  /  −0.05 %
  • Fund Size $790.0M
  • Adjusted Expense Ratio 1.010%
  • Net Expense Ratio 1.010%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.49%
  • Turnover Ratio 43%
NAV and 1-Day Return as of

Morningstar’s Analysis HBIOX

Will HBIOX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HBIOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HBIOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HBIOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Not yet proven in its current configuration. It’s still fairly early days for Hartford International Opportunities’ current skipper and modified version of its long-standing approach. The strategy retains its Average People and Process ratings.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings HBIOX

More HBIOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

7.01 60M
Technology

SK hynix Inc

3.25 28M
Technology

Samsung Electronics Co Ltd

3.12 27M
Technology

ASML Holding NV

2.90 25M
Technology

TotalEnergies SE

2.35 20M
Energy

Usd

2.16 19M
Cash and Equivalents

Ubs Group Ag Reg Common Stock Usd.1

1.88 16M
—

Siemens AG

1.84 16M
Industrials

Allianz SE

1.82 16M
Financial Services

Tencent Holdings Ltd

1.80 15M
Communication Services

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