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Morningstar

Hartford International Opportunities I IHOIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 16.80  /  0.84 %
  • Total Assets 4.1 Bil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.770%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.95%
  • Turnover 95%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis IHOIX

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

People Pillar

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

Strong leadership drives the appeal here.

Analyst

Summary

| by Nicholas Goralka

Hartford International Opportunities’ tenured management and differentiated process support a Morningstar Analyst Rating of Silver on its cheapest share classes. More expensive share classes receive Bronze and Neutral ratings.

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