Morningstar

Hartford International Opportunities Y HAOYX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 20.67  /  +0.93 %
  • Total Assets 3.8 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 1.39%
  • Turnover 68%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s Analysis HAOYX

Will HAOYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HAOYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HAOYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HAOYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Needs time to settle.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Hartford International Opportunities has completed its portfolio manager transition, and while it retains its sensible approach, slightly different execution needs time to prove its effectiveness.

by Chris Tate
Rated on Published on

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Portfolio Holdings HAOYX

More HAOYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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