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 | — | — | — |
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Hartford International Opportunities Fund Q1 2025 CommentaryNASDAQ: SHEL
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