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Morningstar

Hartford International Opp HLS IB HBIOX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 16.10  /  +0.06 %
  • Total Assets 852.1 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.80%
  • Turnover 54%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis HBIOX

Will HBIOX outperform in 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.

Hartford International Opp HLS IB's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
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 24.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Samsung Electronics Co Ltd

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Technology

ASML Holding NV

2.62 22.6 Mil
Technology

Tencent Holdings Ltd

2.18 18.8 Mil
Communication Services

AstraZeneca PLC

2.17 18.7 Mil
Healthcare

Shell PLC

2.14 18.4 Mil
Energy

Novartis AG Registered Shares

2.12 18.3 Mil
Healthcare

Siemens AG

2.01 17.3 Mil
Industrials

Novo Nordisk A/S Class B

1.99 17.2 Mil
Healthcare

Mitsubishi UFJ Financial Group Inc

1.97 16.9 Mil
Financial Services