Nasdaq - Delayed Quote USD

Hartford Climate Opportunities R4 (HEOSX)

17.29 +0.26 (+1.53%)
At close: 8:00 PM EST

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.

Hartford Climate Opportunities R4

Hartford CT 06115
Itt Hartford Group NC P O Box 2999
8008626668

Fund Overview

Category World Large-Stock Blend
Fund Family Hartford Mutual Funds
Net Assets 133.33M
YTD Return 10.21%
Yield 0.41%
Morningstar Rating
Inception Date Feb 28, 2017

Fund Operations

Last Dividend 0.07
Last Cap Gain -6.00
Holdings Turnover 75.00%
Average for Category --

Fees & Expenses

Expense HEOSX Category Average
Annual Report Expense Ratio (net) 1.11% 0.95%
Prospectus Net Expense Ratio 1.11% --
Prospectus Gross Expense Ratio 1.23% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.11%
Max Deferred Sales Load -- 1.17%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Isabella Hervey-Bathurst is an Equity Research Analyst at Schroders, which involves providing research support for the Global Climate Change strategy. She joined Schroders in 2014 and is based in London. Qualifications: MSc in International Political Economy from LSE; BA in Social and Political Sciences from Cambridge University.

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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