- 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 $4.13B 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 the fund issuer.
- 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.
