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Morningstar

Hartford International Opportunities A IHOAX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 16.63  /  0.06 %
  • Total Assets 3.6 Bil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.55%
  • Turnover 95%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 12:18 AM GMT+0

Morningstar’s Analysis IHOAX

Will IHOAX 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 IHOAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the IHOAX 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 IHOAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Chris Tate
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IHOAX

More IHOAX Holdings
  • Current Portfolio Date
  • Equity Holdings 77
  • Bond Holdings 0
  • Other Holdings 14
  • % Assets in Top 10 Holdings 24.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

3.07
105,074,197
Technology

Samsung Electronics Co Ltd

2.87
98,195,431
Technology

Novartis AG Registered Shares

2.79
95,419,018
Healthcare

Shell PLC

2.46
84,265,372
Energy

AstraZeneca PLC

2.40
82,010,116
Healthcare

BAE Systems PLC

2.27
77,688,835
Industrials

Unilever PLC

2.20
75,150,648
Consumer Defensive

Sony Group Corp

2.20
75,082,691
Technology

HSBC Holdings PLC

2.11
72,259,653
Financial Services

ASML Holding NV

2.10
71,749,137
Technology