The Hartford International Opportunities Fund Class I
IHOIX
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
- May 30, 2008
- CIK
- 0001006415
- Website
- hartfordfunds.com
- Similar Companies
- Business
- The Hartford International Opportunities Fund Class I (IHOIX) 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 large-cap growth and blend stocks across developed and emerging markets; it emphasizes companies exhibiting sustainable or improving returns on capital that may be undervalued in current stock prices, maintaining a style-balanced portfolio with approximately 82 holdings, 99% in equities (98% foreign), and sector allocations including financial services (around 22%), technology (15%), and industrials (14%). The fund offers multiple share classes including A (IHOAX), C (HIOCX), F (IHOFX), I (IHOIX), and others such as R3 through R6 and Y (HAOYX), each with varying expense ratios (e.g., 0.77% net for Class I) and minimum investments (e.g., $2,000 initial for Class I); top holdings typically feature global leaders like Taiwan Semiconductor Manufacturing Co. Ltd. (4.7%), Tencent Holdings Ltd. (3.0%), ASML Holding NV (2.4%), Shell PLC (2.3%), and Mitsubishi UFJ Financial Group Inc. (1.9%), with regional exposure spanning the Eurozone (28%), United Kingdom (18%), Japan (13%), and emerging Asia (10%). Sub-advised by Wellington Management Company LLP since inception, the fund leverages Wellington's collaborative expertise across asset classes, with lead portfolio manager Tara C. Stilwell, CFA (31 years experience), overseeing a turnover rate of 43% and characteristics like a 3-year beta of 0.92-0.94 versus the MSCI ACWI ex USA Index benchmark. Managed by Hartford Funds, a subsidiary of The Hartford Financial Services Group, Inc. (founded 1810, headquartered in Hartford, Connecticut), with Hartford Funds itself established in 1996 and based in Wayne, Pennsylvania, the fund targets institutional and retail investors seeking foreign large blend exposure (Morningstar category), available for sale in the United States with total net assets of approximately $4.0 billion (Class I at $363 million). Recent developments include Hartford Funds' expansion of its actively managed ETF suite surpassing $5 billion in assets under management as of late 2024, with over $760 million in inflows year-to-date through October 2024 into fixed income ETFs like the Hartford Total Return Bond ETF (HTRB) and Hartford Schroders Tax-Aware Bond ETF (HTAB), alongside launches of systematic ETFs such as the Hartford Multifactor International Small Company ETF (ROIS), Hartford US Value ETF (VMAX), and Hartford US Quality Growth ETF (HQGO); these build on prior strategic moves including the 2016 acquisition of Lattice Strategies LLC for ETF entry and establishment of a sub-advisory partnership with Schroders. In fund-specific updates, the portfolio has maintained strong performance with YTD returns of 26.96% for Class Y as of November 30, 2025 (Class I at 24.25% YTD through September 2025), active share of 77%, and Q2 2025 commentary noting relative underperformance versus the benchmark amid market volatility. Wellington continues as the sole sub-advisor under a longstanding preferred partnership agreement with Hartford, supporting over 60 funds without reported changes to IHOIX's structure or management in the past 1-2 years.