Morningstar

Hartford International Opportunities R6 IHOVX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 20.91  /  −0.49 %
  • Total Assets 3.9 Bil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.49%
  • Turnover 68%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis IHOVX

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

  • People Pillar

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

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.

by Chris Tate
Rated on Published on

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Portfolio Holdings IHOVX

More IHOVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

3.56 135.5 Mil
Technology

Tencent Holdings Ltd

2.46 93.7 Mil
Communication Services

AstraZeneca PLC

2.34 89.0 Mil
Healthcare

Unilever PLC

2.28 86.7 Mil
Consumer Defensive

Shell PLC

2.28 86.7 Mil
Energy

Samsung Electronics Co Ltd

2.27 86.5 Mil
Technology

Novo Nordisk AS Class B

2.24 85.2 Mil
Healthcare

Novartis AG Registered Shares

2.10 79.9 Mil
Healthcare

ASML Holding NV

2.09 79.5 Mil
Technology

Mitsubishi UFJ Financial Group Inc

1.99 75.8 Mil
Financial Services

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