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Hartford International Opportunities R5 IHOTX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 18.30  /  −0.22 %
  • Total Assets 3.7 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.53%
  • Turnover 68%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis IHOTX

Will IHOTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Needs time to settle.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Hartford International Opportunities has completed its portfolio manager transition, and while it retains its sensible approach, slightly different execution needs time to prove its effectiveness.

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Portfolio Holdings IHOTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

3.59 130.9 Mil
Technology

Samsung Electronics Co Ltd

3.19 116.3 Mil
Technology

ASML Holding NV

2.70 98.4 Mil
Technology

Shell PLC

2.21 80.6 Mil
Energy

Tencent Holdings Ltd

2.16 78.9 Mil
Communication Services

AstraZeneca PLC

2.16 78.7 Mil
Healthcare

Novartis AG Registered Shares

2.15 78.3 Mil
Healthcare

Mitsubishi UFJ Financial Group Inc

2.05 74.7 Mil
Financial Services

Novo Nordisk A/S Class B

2.05 74.6 Mil
Healthcare

SAP SE

2.04 74.3 Mil
Technology