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Hartford International Opportunities C HIOCX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 14.73  /  +0.14 %
  • Total Assets 3.6 Bil
  • Adj. Expense Ratio
    1.860%
  • Expense Ratio 1.860%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.72%
  • Turnover 68%

USD | NAV as of Feb 29, 2024 | 1-Day Return as of Feb 29, 2024, 11:15 PM GMT+0

Morningstar’s Analysis HIOCX

Will HIOCX outperform in future?

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

Reduced confidence from a transition into new hands.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

The ultimate departure of Hartford International Opportunities’ longtime astute manager lowers confidence in this flexible approach, dropping the strategy’s Morningstar Analyst Rating to Neutral, from Silver or Bronze depending on share class fees.

Rated on Published on

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Portfolio Holdings HIOCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

3.55 126.3 Mil
Technology

Samsung Electronics Co Ltd

3.22 114.5 Mil
Technology

ASML Holding NV

2.77 98.7 Mil
Technology

Sony Group Corp

2.37 84.4 Mil
Technology

AstraZeneca PLC

2.33 82.8 Mil
Healthcare

Shell PLC

2.26 80.3 Mil
Energy

Novartis AG Registered Shares

2.25 80.2 Mil
Healthcare

Tencent Holdings Ltd

2.10 74.9 Mil
Communication Services

Rio Tinto PLC Registered Shares

2.03 72.4 Mil
Basic Materials

Novo Nordisk A/S Class B

2.01 71.5 Mil
Healthcare