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Nasdaq - Delayed Quote USD

Hartford Climate Opportunities F (HEOFX)

16.33
0.00
(0.00%)
At close: 6:46:05 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.86%
5y Average Return 12.55%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Apr 29, 2025) 41.61%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 41.61%
Worst 3Y Total Return -0.82%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HEOFX
Category
YTD
-0.49%
12.08%
1-Month
-3.07%
0.64%
3-Month
-0.49%
6.49%
1-Year
-0.71%
38.01%
3-Year
2.04%
12.74%
5-Year
14.92%
12.82%
10-Year
0.00%
9.05%
Last Bull Market
10.02%
18.82%
Last Bear Market
-15.90%
-20.53%

Annual Total Return (%) History

Year
HEOFX
Category
2025
--
--
2024
6.91%
--
2023
11.54%
--
2022
-18.18%
--
2021
14.85%
--
2020
41.61%
12.96%
2019
33.87%
25.26%
2018
-17.66%
-10.06%

2017
--
22.28%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.49% -- -- --
2024 7.13% -1.02% 8.36% -6.97%
2023 8.03% 3.16% -8.61% 9.51%
2022 -8.62% -15.90% -4.41% 11.38%
2021 5.62% 2.72% -0.12% 5.98%
2020 -21.24% 25.08% 17.58% 22.24%
2019 13.30% 6.02% 0.57% 10.83%
2018 -2.87% -4.10% 2.99% -14.17%
2017 6.35% 5.03% 2.49% --

Rank in Category (By Total Return)

YTD 42
1-Month 30
3-Month 42
1-Year 88
3-Year 93
5-Year 41

Load Adjusted Returns

1-Year -0.71%
3-Year 2.04%
5-Year 14.92%
10-Year --

Performance & Risk

YTD Return 0.86%
5y Average Return 12.55%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Blend
Fund Family Hartford Mutual Funds
Net Assets 116.49M
YTD Return -0.49%
Yield 0.80%
Morningstar Rating
Inception Date Feb 29, 2016

Fund Summary

The fund seeks to achieve its objective by investing in securities of U.S. and foreign issuers, including non-dollar securities and securities of emerging market issuers. Under normal market conditions, the fund invests at least 80% of its assets in securities of issuers that seek opportunities to address or benefit from climate change, which include but are not limited to companies classified as promoting clean and/or efficient energy, sustainable transportation, water and/or resource management, companies exhibiting low-carbon leadership and businesses that service such companies.

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