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Hartford International Opp HLS IA (HIAOX)

18.32
+0.05
+(0.27%)
At close: 6:49:19 PM EDT

Fund Summary

The fund normally invests at least 65% of its net assets in equity securities, including non-dollar securities, of foreign issuers. It diversifies its investments among a number of different countries throughout the world, with no limit on the amount of assets that may be invested in each country. The fund may invest in companies domiciled in emerging markets as a percentage of its net assets up to the greater of 25% or the weight of emerging markets in the MSCI ACWI ex USA Index plus 10%.

Hartford International Opp HLS IA

Hartford, CT 06104-2999
P O Box 2999
860-297-6443

Fund Overview

Category Foreign Large Blend
Fund Family Hartford Mutual Funds
Net Assets 873.53M
YTD Return 9.41%
Yield 1.42%
Morningstar Rating
Inception Date Apr 01, 1998

Fund Operations

Last Dividend 0.25
Last Cap Gain 18.00
Holdings Turnover 43.00%
Average for Category --

Fees & Expenses

Expense HIAOX Category Average
Annual Report Expense Ratio (net) 0.77% 0.92%
Prospectus Net Expense Ratio 0.77% --
Prospectus Gross Expense Ratio 0.77% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.28%
Max Deferred Sales Load -- 1.46%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Tara Connolly Stilwell, Lead Manager since May 01, 2010
Tara Connolly Stilwell, CFA, Senior Managing Director and Equity Portfolio Manager of Wellington Management, is involved in portfolio management and securities analysis for the Hartford International Opportunities Funds. Tara is a portfolio manager on the International/Global Opportunities team. She contributes to the management of global and non-US equity portfolios, including the firm's International Opportunities, International Horizons, Global Opportunities and Global Horizons products. Prior to joining Wellington Management in 2008, Tara was as a portfolio manager with Goldman Sachs Asset Management International, where her responsibilities included the management of concentrated and diversified European Equity portfolios (1997 — 2007). She also served as portfolio manager at Goldman Sachs Asset Management International. Prior to this, Tara was an analyst in Goldman Sachs' investment banking division (1994 — 1997) and was a consultant at the Wharton Small Business Development Center (1993 — 1994). Tara received a BS in economics from the Wharton School and a BA in history from the University of Pennsylvania (1994). She holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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