Skip to Content

Hartford International Opportunities R3 IHORX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 16.03  /  0.19 %
  • Total Assets 3.9 Bil
  • Adj. Expense Ratio
    1.420%
  • Expense Ratio 1.420%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.25%
  • Turnover 95%

Morningstar’s Analysis IHORX

Will IHORX 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IHORX

  • Current Portfolio Date
  • Equity Holdings 80
  • Bond Holdings 0
  • Other Holdings 13
  • % Assets in Top 10 Holdings 25.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.01
120,750,827
Healthcare
2.96
118,922,978
Consumer Defensive

iShares MSCI ACWI ex US ETF

2.65
106,323,556

Usd

2.61
105,061,462
Cash and Equivalents
2.40
96,563,312
Healthcare
2.18
87,689,933
Energy
2.16
86,669,260
Financial Services
2.05
82,452,023
Technology
2.04
82,091,519
Communication Services