Morningstar

The Hartford International Opportunities Fund Class R3 IHORX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 24.18  /  +1.09 %
  • Total Assets 3.9B
  • Adj. Expense Ratio
    1.410%
  • Expense Ratio 1.410%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.94%
  • Turnover 46%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IHORX

More IHORX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

7.01 285M
Technology

SK hynix Inc

3.26 132M
Technology

Samsung Electronics Co Ltd

3.12 127M
Technology

ASML Holding NV

2.90 118M
Technology

TotalEnergies SE

2.35 96M
Energy

Usd

2.12 86M
Cash and Equivalents

Ubs Group Ag Reg Common Stock Usd.1

1.88 76M
—

Siemens AG

1.84 75M
Industrials

Allianz SE

1.82 74M
Financial Services

Tencent Holdings Ltd

1.80 73M
Communication Services

Sponsor Center