Nasdaq - Delayed Quote • USD
Hartford Climate Opportunities C (HEONX)
As of 8:05 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.46% |
| 5y Average Return | 10.17% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 18, 2024) | 39.77% |
| Worst 1Y Total Return (Apr 18, 2024) | -- |
| Best 3Y Total Return | 39.77% |
| Worst 3Y Total Return | 0.33% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
HEONX
Category
- YTD
- 6.83%
- 12.08%
- 1-Month
- 4.41%
- 0.64%
- 3-Month
- 6.83%
- 6.49%
- 1-Year
- 9.30%
- 38.01%
- 3-Year
- 0.80%
- 12.74%
- 5-Year
- 12.18%
- 12.82%
- 10-Year
- 0.00%
- 9.05%
- Last Bull Market
- 39.23%
- 18.82%
- Last Bear Market
- -16.20%
- -20.53%
Annual Total Return (%) History
Year
HEONX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 6.83% | -- | -- | -- |
| 2023 | 7.68% | 2.85% | -8.84% | 9.12% |
| 2022 | -8.86% | -16.20% | -4.72% | 11.04% |
| 2021 | 5.36% | 2.42% | -0.41% | 5.59% |
| 2020 | -21.54% | 24.75% | 17.22% | 21.82% |
| 2019 | 13.26% | 6.46% | 0.19% | 10.42% |
| 2018 | -2.88% | -4.20% | 2.92% | -14.24% |
| 2017 | 6.33% | 6.37% | 4.96% | 2.40% |
| 2016 | 3.70% | 5.44% | -2.89% | -- |
Rank in Category (By Total Return)
| YTD | 62 |
| 1-Month | 8 |
| 3-Month | 62 |
| 1-Year | 93 |
| 3-Year | 96 |
| 5-Year | 10 |
Load Adjusted Returns
| 1-Year | 8.30% |
| 3-Year | 0.80% |
| 5-Year | 12.18% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 1.46% |
| 5y Average Return | 10.17% |
| Rank in Category (ytd) | 62 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.17 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Blend |
| Fund Family | Hartford Mutual Funds |
| Net Assets | 138.83M |
| YTD Return | 6.83% |
| Yield | 0.00% |
| 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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