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Nasdaq - Delayed Quote USD

Hartford Climate Opportunities R6 (HEOVX)

15.75
+0.06
+(0.38%)
At close: 8:01:35 PM EDT

Top 10 Holdings (22.13% of Total Assets)

SymbolCompany% Assets
Amazon.com, Inc. 2.67%
Microsoft Corporation 2.50%
Alphabet Inc. 2.46%
01211 2.29%
Ecolab Inc. 2.23%
Siemens Aktiengesellschaft 2.11%
Swiss Re AG 2.08%
Hitachi, Ltd. 1.98%
Infineon Technologies AG 1.92%
Deere & Company 1.89%

Sector Weightings

SectorHEOVX
Industrials   42.22%
Technology   14.12%
Utilities   10.91%
Real Estate   0.84%
Energy   0.00%
Healthcare   0.00%

Overall Portfolio Composition (%)

Cash 1.57%
Stocks 98.42%
Bonds 0.00%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average HEOVX Category Average
Price/Earnings 0.04 23.34
Price/Book 0.33 3.03
Price/Sales 0.52 2.29
Price/Cashflow 0.07 14.01
Median Market Cap 45,468.06 101,867.42
3 Year Earnings Growth 13.24 14.06

Bond Holdings

Average HEOVX Category Average
Maturity -- --
Duration -- 0.08
Credit Quality -- --

Performance & Risk

YTD Return 1.29%
5y Average Return 13.72%
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 -0.51%
Yield 0.83%
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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