Nasdaq - Delayed Quote USD

Hartford Climate Opportunities C (HEONX)

15.74 +0.19 (+1.22%)
At close: 8:00 PM EDT
Key Events
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DELL
  • Previous Close 15.55
  • YTD Return 6.83%
  • Expense Ratio 1.94%
  • Category World Large-Stock Blend
  • Last Cap Gain -6.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 138.83M
  • Beta (5Y Monthly) 1.17
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 75.00%
  • Last Dividend 0.10
  • Inception Date Feb 29, 2016

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 Mutual Funds

Fund Family

World Large-Stock Blend

Fund Category

138.83M

Net Assets

2016-02-29

Inception Date

Performance Overview: HEONX

Trailing returns as of 4/25/2024. Category is World Large-Stock Blend.

YTD Return

HEONX
6.83%
Category
12.08%
 

1-Year Return

HEONX
9.30%
Category
38.01%
 

3-Year Return

HEONX
0.80%
Category
12.74%
 

5-Year Return

HEONX
12.18%
Category
12.82%
 

Holdings: HEONX

Top 10 Holdings (23.31% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 2.91%
ADSK
Autodesk, Inc. 2.77%
GOOGL
Alphabet Inc. 2.65%
NVT
nVent Electric plc 2.63%
SIE.DE
Siemens Aktiengesellschaft 2.22%
AMZN
Amazon.com, Inc. 2.11%
SPGI
S&P Global Inc. 2.08%
BLD
TopBuild Corp. 2.00%
CSL
Carlisle Companies Incorporated 1.99%
WSO
Watsco, Inc. 1.97%

Sector Weightings

SectorHEONX
Industrials   52.32%
Technology   19.20%
Utilities   4.23%
Real Estate   0.87%
Energy   0.00%
Healthcare   0.00%

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