About HILYX
Hartford International Value Fund Class Y is a mutual fund focused on delivering long-term total return through investments in international equities. The fund primarily targets large-cap stocks outside the United States, seeking value by identifying companies trading at prices below their intrinsic worth. Employing a contrarian, research-driven approach, the fund aims to uncover companies with temporary underperformance but strong underlying fundamentals. Managed by a seasoned team from Wellington Management, it leverages deep fundamental analysis and broad global resources.
With a portfolio diversified across a range of sectors and geographies, including significant exposure to developed and select emerging markets, the fund often holds equities in regions such as Japan, the United Kingdom, France, and Germany. Notable holdings span sectors like energy, financial services, healthcare, and consumer defensives, with companies such as Shell, UniCredit, and Novartis. The fund maintains a high active share and relatively low turnover, indicating a focus on differentiated, long-term positions. Classified in the Foreign Large Value category, Hartford International Value Fund Class Y serves as a tool for investors seeking diversification beyond U.S. borders while emphasizing value-oriented opportunities in international markets.
Fund Family Hartford Mutual Funds
Category Foreign Large Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol HILYX
Share Class Class Y
Index MSCI EAFE Value NR USD
HILYX had a total return of 26.51% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.77%.
