SHEL - Hartford International Opportunities Fund Q1 2025 Commentary
2025-05-07 17:46:00 ET
Summary
- The Hartford International Opportunities Fund (I Share) outperformed the MSCI ACWI ex-USA Index during the quarter.
- International equities rose in the first quarter. Financial markets were rattled by seismic shifts in US foreign policy, altering global trade, growth, and inflation outlooks.
- Sector allocation, a result of our bottom-up stock-selection process, detracted from returns. An overweight to information technology was partially offset by our overweight to communication services.
Average Annual Total Returns (%)
| Expenses1 |
| Class |
| QTD |
| YTD |
| 1 Year |
| 3 Year |
| 5 Year |
| 10 Year |
| SI |
| Gross |
| Net |
| A |
| 6.16 |
| 6.16 |
| 8.68 |
| 4.41 |
| 11.58 |
| 5.17 |
| 5.42 |
| 1.09% |
| 1.09% |
| A with 5.5% Max Sales Charge |
| — |
| — |
| 2.71 |
| 2.46 |
| 10.33 |
| 4.58 |
| 5.22 |
| — |
| — |
| F |
| 6.27 |
| 6.27 |
| 9.08 |
| 4.83 |
| 12.03 |
| 5.58 |
| 5.66 |
| 0.69% |
| 0.69% |
| I |
| 6.27 |
| 6.27 |
| 9.04 |
| 4.73 |
| 11.94 |
| 5.5 |
| 5.63 |
| 0.77% |
| 0.77% |
| R3 |
| 6.13 |
| 6.13 |
| 8.39 |
| 4.09 |
| 11.25 |
| 4.86 |
| 5.42 |
| 1.41% |
| 1.41% |
| R4 |
| 6.16 |
| 6.16 |
| 8.7 |
| 4.41 |
| 11.58 |
| 5.19 |
| 5.64 |
| 1.10% |
| 1.10% |
| R5 |
| 6.28 |
| 6.28 |
| 9.02 |
| 4.72 |
| 11.93 |
| 5.5 |
| 5.83 |
| 0.79% |
| 0.79% |
| R6 |
| 6.23 |
| 6.23 |
| 9.09 |
| 4.82 |
| 12.03 |
| 5.61 |
| 5.9 |
| 0.69% |
| 0.69% |
| Y |
| 6.29 |
| 6.29 |
| 9.04 |
| 4.74 |
| 11.96 |
| 5.56 |
| 5.89 |
| 0.79% |
| 0.79% |
| Benchmark |
| 5.23 |
| 5.23 |
| 6.09 |
| 4.48 |
| 10.92 |
| 4.98 |
| — |
| — |
| — |
| Morningstar Category |
| 6.5 |
| 6.5 |
| 6.09 |
| 5.58 |
| 11.48 |
| 5.21 |
| — |
| — |
| — |