The Hartford International Opportunities Fund Class A
IHOAX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- HARTFORD MUTUAL FUNDS INC/CT MD United States of America
- IPO Date
- Jul 22, 1996
- CIK
- 0001006415
- Website
- hartfordfunds.com
- Similar Companies
- Business
- The Hartford International Opportunities Fund Class A (IHOAX) is an open-end mutual fund that seeks long-term growth of capital primarily through investment in equity securities of non-U.S. companies, with at least 65% of assets normally allocated to foreign stocks; it employs a style-balanced approach targeting companies with sustainable or improving returns on capital that may be undervalued in stock prices, maintaining a portfolio of approximately 82 holdings predominantly in large-cap blend equities across sectors such as technology (18%), financial services (18%), and industrials (14%), with key geographic exposures including the Eurozone (26%), United Kingdom (17%), and developed Asia (13%). The fund offers multiple share classes including A (IHOAX with 5.50% front-end load and 1.09% expense ratio), C (HIOCX), F (IHOFX), I (IHOIX), R3 (IHORX), R4 (IHOSX), R5 (IHOTX), R6 (IHOVX), and Y (HAOYX), featuring daily pricing, a minimum initial investment of $2,000 for Class A, and a portfolio turnover of around 43%; top holdings typically include Taiwan Semiconductor Manufacturing Co. Ltd. (4.5-4.7%), Tencent Holdings Ltd. (3%), ASML Holding NV (2.4%), Shell PLC (2.2%), and Mitsubishi UFJ Financial Group Inc. (2%), representing about 14-16% of assets, with 98% in companies exceeding $10 billion market cap. Sub-advised by Wellington Management since inception, the fund benefits from the manager's full resources and independent analytical collaboration across asset classes, led by Tara Stilwell since March 2010. Launched on July 22, 1996, and domiciled in the United States with total net assets of approximately $4.01 billion (Class A share class at $457 million), the fund operates within the Foreign Large Blend category and is managed by Hartford Funds, a subsidiary of The Hartford Financial Services Group, Inc., headquartered in Wayne, Pennsylvania. Hartford Funds, founded in 1996 as part of the 1804-established Hartford group, oversees over $136 billion in discretionary assets through partnerships with Wellington Management (sub-advising more than half of assets, including equities since 1996) and Schroders (enhancing non-U.S. strategies since 2016), distributing via multiple channels to institutional and retail investors targeting international growth opportunities. Recent developments include Hartford Funds surpassing $5 billion in ETF assets under management as of early 2024 with strong inflows into fixed income ETFs like Hartford Total Return Bond ETF (HTRB) and Hartford Schroders Tax-Aware Bond ETF (HTAB), alongside launches of systematic ETFs such as Hartford Multifactor International Small Company ETF (ROIS), Hartford US Value ETF (VMAX), and Hartford US Quality Growth ETF (HQGO) in the prior year; in September 2025, Hartford launched the Hartford Dynamic Bond ETF (DYNB), sub-advised by Wellington Management, expanding its active fixed income suite amid market volatility. The parent Hartford Funds segment reported core earnings growth to $51 million in Q4 2024 from higher fee income driven by 14% increased daily average AUM of $142 billion, with ongoing AUM expansion into 2025 despite some mutual fund outflows; additionally, Hartford Funds maintains strategic collaborations with institutions like MIT AgeLab for investor outcomes research. These initiatives reflect Hartford Funds' focus on product innovation, ETF growth, and leveraging sub-advisory expertise without specific changes to IHOAX operations noted in the last 1-2 years.