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Hartford Climate Opportunities R4 (HEOSX)

16.91 +0.15 (+0.89%)
At close: 8:00 PM EST
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DELL
  • Previous Close 16.76
  • YTD Return 10.21%
  • Expense Ratio 1.11%
  • Category World Large-Stock Blend
  • Last Cap Gain -6.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 133.33M
  • Beta (5Y Monthly) 1.17
  • Yield 0.41%
  • 5y Average Return --
  • Holdings Turnover 75.00%
  • Last Dividend 0.07
  • Inception Date Feb 28, 2017

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.

Hartford Mutual Funds

Fund Family

World Large-Stock Blend

Fund Category

133.33M

Net Assets

2017-02-28

Inception Date

Performance Overview: HEOSX

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Trailing returns as of 11/21/2024. Category is World Large-Stock Blend.

YTD Return

HEOSX
10.21%
Category
12.08%
 

1-Year Return

HEOSX
28.88%
Category
38.01%
 

3-Year Return

HEOSX
0.21%
Category
12.74%
 

5-Year Return

HEOSX
11.56%
Category
12.82%
 

Holdings: HEOSX

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Top 10 Holdings (22.41% of Total Assets)

SymbolCompany% Assets
GOOGL
Alphabet Inc. 2.89%
6501.T
Hitachi, Ltd. 2.87%
MSFT
Microsoft Corporation 2.50%
ECL
Ecolab Inc. 2.43%
BLD
TopBuild Corp. 2.25%
AMZN
Amazon.com, Inc. 2.15%
AYI
Acuity Brands, Inc. 1.93%
SU.PA
Schneider Electric S.E. 1.80%
SRE
Sempra 1.80%
SIE.DE
Siemens Aktiengesellschaft 1.79%

Sector Weightings

SectorHEOSX
Industrials   49.69%
Technology   13.65%
Utilities   9.60%
Real Estate   2.21%
Energy   0.00%
Healthcare   0.00%

Recent News: HEOSX

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Research Reports: HEOSX

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