The Hartford International Opportunities Fund Class I

Frequently Asked Questions About IHOIX

What does IHOIX invest in?

The fund's core objective is to achieve significant capital appreciation over an extended period. It typically allocates at least 65% of its net assets to international equities, specifically those issued by non-U.S. companies, including securities not denominated in U.S. dollars. The portfolio also has the discretion to invest in companies based in developing economies. The upper limit for such emerging market investments, as a proportion of its net assets, will be the higher of either 25% or the prevailing weighting of emerging markets within the MSCI All Country World (ACWI) ex USA Index augmented by an additional 10%.

What is the expense ratio of IHOIX?

The Hartford International Opportunities Fund Class I (IHOIX) charges an expense ratio of 0.78%. This is the annual fee deducted from fund assets to cover management and operations.

How big is IHOIX?

The Hartford International Opportunities Fund Class I (IHOIX) manages $3.91B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is IHOIX actively managed or an index fund?

IHOIX is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (IHOIX's is 0.78%) because there's no security selection cost.

When was IHOIX launched?

The Hartford International Opportunities Fund Class I (IHOIX) launched in May 2008 and is managed by Hartford.

How has IHOIX performed?

IHOIX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.