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Hartford Climate Opportunities Fund (HEONX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
14.31+0.19 (+1.35%)
At close: 08:00PM EDT

Hartford Climate Opportunities Fund

Hartford CT 06115

Itt Hartford Group NC P O Box 2999


Management Information
,Lead Manager since February 28, 2021
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.

Fund Overview

CategoryWorld Large-Stock Blend
Fund FamilyHartford Mutual Funds
Net Assets112.16M
YTD Return3.22%
Morningstar Rating★★★★
Inception DateFeb 28, 2016

Fund Operations

Last Dividend0.10
Last Cap Gain-5.00
Holdings Turnover71.00%
Average for CategoryN/A

Fees & Expenses

ExpenseHEONXCategory Average
Annual Report Expense Ratio (net)1.19%0.95%
Prospectus Net Expense Ratio1.19%N/A
Prospectus Gross Expense Ratio1.23%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.11%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A