About IHOSX
Hartford International Opportunities Fund Class R4 is an open-end mutual fund focused on international equity investing. Its primary objective is to achieve long-term capital growth by diversifying across public companies located outside the United States, spanning both developed and emerging markets. The fund typically maintains a high allocation to foreign equities—generally above 95%—and draws from a wide range of sectors, including technology, financial services, energy, and consumer goods. The investment approach centers on identifying companies with sustainable or improving returns on capital, often seeking opportunities that the market may undervalue.
Managed by Hartford Funds and sub-advised by Wellington Management, the portfolio leverages a fundamental, bottom-up stock selection process. The fund balances exposure across market capitalizations, but places an emphasis on large-cap holdings. Top positions frequently include globally recognized firms such as Taiwan Semiconductor Manufacturing, Shell, and Tencent Holdings. With a moderate turnover rate, the fund strives for a blend of growth and value characteristics and tracks its performance against the MSCI ACWI ex USA Index. Its role in the broader financial market is to provide investors with access to a diversified basket of international equities, offering potential diversification benefits within a global investment strategy.
Fund Family Hartford Mutual Funds
Category Foreign Large Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol IHOSX
Share Class Class R4
Index MSCI AC World ex USA NR USD
IHOSX had a total return of 22.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.46%.
