About IHOTX
Hartford International Opportunities Fund Class R5 is a mutual fund that seeks long-term capital growth by investing primarily in the equity securities of companies located outside the United States. Managed by Hartford Funds and sub-advised by Wellington Management, the fund employs a differentiated investment approach focused on identifying international businesses with sustainable or improving returns on capital that may not yet be fully reflected in their stock prices. This results in a style-balanced portfolio that combines the team’s highest-conviction ideas across different international markets and sectors, including technology, financial services, energy, and consumer defensive industries.
Categorized as a Foreign Large Blend fund, it typically maintains a diversified allocation across developed and select emerging markets, holding less than 20% in U.S. stocks. With a substantial asset base of roughly $3.7 billion and approximately 80–92 portfolio holdings, the fund's largest positions have recently included major global firms such as Taiwan Semiconductor Manufacturing, Allianz SE, Shell, and Tencent. The Class R5 share class is designed for retirement plans, offering institutional features such as competitive expense ratios and no minimum investment requirement. The fund is valued for its disciplined, research-driven process and its ability to provide broad international equity exposure for investors seeking to diversify beyond U.S. markets.
Fund Family Hartford Mutual Funds
Category Foreign Large Blend
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol IHOTX
Share Class Class R5
Index MSCI AC World ex USA NR USD
IHOTX had a total return of 11.70% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.88%.
