Morningstar

The Hartford International Opportunities Fund Class R3 IHORX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $23.51  /  +0.47 %
  • Fund Size $3.8B
  • Adjusted Expense Ratio 1.410%
  • Net Expense Ratio 1.410%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.94%
  • Turnover Ratio 46%
NAV and 1-Day Return as of

Morningstar’s Analysis IHORX

Will IHORX outperform in the 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 IHORX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Wellington Management to Acquire Hartford Funds

null Bridget B Hughes

Bridget B Hughes

Analyst Note

Wellington Management announced it will acquire Hartford Funds, expected to close in 2027’s first quarter, internalizing roughly USD 130 billion of the USD 1.35 trillion manager’s assets that it has long subadvised for the fund family (which holds USD 160 billion total). Hartford Funds will be rebranded as Wellington.

by Bridget B Hughes
Published on

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Portfolio Holdings IHORX

More IHORX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

7.59 295M
Technology

SK hynix Inc

3.31 128M
Technology

ASML Holding NV

3.18 124M
Technology

Samsung Electronics Co Ltd

2.95 114M
Technology

TotalEnergies SE

2.38 93M
Energy

Imperial Brands PLC

1.83 71M
Consumer Defensive

Siemens AG

1.79 69M
Industrials

Tencent Holdings Ltd

1.77 69M
Communication Services

Anglo American PLC

1.75 68M
Basic Materials

Royal Bank of Canada

1.72 67M
Financial Services

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