The Hartford International Opportunities Fund Class R5

Frequently Asked Questions About IHOTX

What does IHOTX invest in?

The Hartford International Opportunities Fund Class R5 seeks to achieve substantial capital appreciation over an extended period. To accomplish this, the fund typically commits a minimum of 65% of its total assets to stocks issued by companies located outside the United States, which may include those not denominated in U.S. dollars. Additionally, the portfolio has the option to invest in businesses based in developing economies. The maximum allocation to these emerging markets will be the higher of either 25% of its net assets, or 10% more than the proportion that emerging markets represent in the MSCI All Country World (ACWI) ex USA Index.

What is the expense ratio of IHOTX?

The Hartford International Opportunities Fund Class R5 (IHOTX) charges an expense ratio of 0.79%. This is the annual fee deducted from fund assets to cover management and operations.

How big is IHOTX?

The Hartford International Opportunities Fund Class R5 (IHOTX) manages $3.90B 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 IHOTX actively managed or an index fund?

IHOTX 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 (IHOTX's is 0.79%) because there's no security selection cost.

When was IHOTX launched?

The Hartford International Opportunities Fund Class R5 (IHOTX) launched in December 2006 and is managed by Hartford.

How has IHOTX performed?

IHOTX'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.