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.
Hartford International Opportunities Y HAOYX
- NAV / 1-Day Return 19.43 / +0.31 %
- Total Assets 3.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.800%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Foreign Large Blend
- Investment Style Large Growth
- Min. Initial Investment 250,000
- Status Open
- TTM Yield 1.53%
- Turnover 68%
USD | NAV as of May 07, 2024 | 1-Day Return as of May 07, 2024, 10:22 PM GMT+0
Morningstar’s Analysis HAOYX
Will HAOYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 24.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Taiwan Semiconductor Manufacturing Co Ltd | 3.49 | 132.0 Mil | Technology |
Samsung Electronics Co Ltd | 3.35 | 126.6 Mil | Technology |
ASML Holding NV | 2.56 | 96.9 Mil | Technology |
Tencent Holdings Ltd | 2.32 | 87.7 Mil | Communication Services |
Shell PLC | 2.27 | 85.9 Mil | Energy |
AstraZeneca PLC | 2.22 | 83.9 Mil | Healthcare |
Novo Nordisk A/S Class B | 2.12 | 80.2 Mil | Healthcare |
Novartis AG Registered Shares | 1.99 | 75.2 Mil | Healthcare |
Mitsubishi UFJ Financial Group Inc | 1.95 | 74.0 Mil | Financial Services |
Siemens AG | 1.86 | 70.5 Mil | Industrials |