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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

Performance Overview

Morningstar Return Rating --
YTD Return 1.29%
5y Average Return 13.72%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (May 1, 2025) 41.57%
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return 41.57%
Worst 3Y Total Return -0.83%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HEOVX
Category
YTD
-0.51%
12.08%
1-Month
-3.07%
0.64%
3-Month
-0.51%
6.49%
1-Year
-0.74%
38.01%
3-Year
2.01%
12.74%
5-Year
14.92%
12.82%
10-Year
0.00%
9.05%
Last Bull Market
9.97%
18.82%
Last Bear Market
-15.93%
-20.53%

Annual Total Return (%) History

Year
HEOVX
Category
2025
--
--
2024
6.91%
--
2023
11.55%
--
2022
-18.23%
--
2021
14.88%
--
2020
41.57%
12.96%
2019
34.11%
25.26%
2018
-17.67%
-10.06%

2017
21.89%
22.28%
2016
--
6.93%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.51% -- -- --
2024 7.15% -1.00% 8.32% -6.96%
2023 8.06% 3.15% -8.55% 9.45%
2022 -8.59% -15.93% -4.43% 11.33%
2021 5.70% 2.70% -0.12% 5.96%
2020 -21.28% 25.09% 17.58% 22.28%
2019 13.39% 6.16% 0.57% 10.79%
2018 -2.80% -4.12% 2.92% -14.16%
2017 6.51% 6.44% 4.95% 2.44%
2016 4.07% 5.68% -2.67% --

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 -0.74%
3-Year 2.01%
5-Year 14.92%
10-Year --

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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