The Hartford International Opportunities Fund

Frequently Asked Questions About IHOSX

What does IHOSX invest in?

This fund typically dedicates a minimum of 65% of its net assets to international stocks, including those not denominated in U.S. dollars. It also maintains the flexibility to invest in companies located in developing nations. The maximum allocation to emerging market firms is capped at the higher of two benchmarks: either 25% of its net assets, or the current weighting of emerging markets in the MSCI All Country World (ACWI) ex USA Index plus an additional 10%.

What is the expense ratio of IHOSX?

The Hartford International Opportunities Fund (IHOSX) charges an expense ratio of 1.10%. This is the annual fee deducted from fund assets to cover management and operations.

How big is IHOSX?

The Hartford International Opportunities Fund (IHOSX) manages $3.84B 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 IHOSX actively managed or an index fund?

IHOSX 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 (IHOSX's is 1.10%) because there's no security selection cost.

When was IHOSX launched?

The Hartford International Opportunities Fund (IHOSX) launched in December 2006 and is managed by Hartford.

How has IHOSX performed?

IHOSX'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.