About HEOIX
The Hartford Climate Opportunities Fund Class I is a mutual fund focused on long-term capital appreciation by investing primarily in companies that are positioned to benefit from efforts to address climate change. The fund targets both U.S. and international equities, allocating a significant portion to foreign securities, and concentrates its portfolio in sectors such as utilities, industrials, and technology—industries often at the forefront of climate mitigation and adaptation solutions. Employing a multi-manager strategy, the fund leverages the expertise of Wellington Management and Schroders, each managing a segment of the portfolio with distinct yet complementary investment styles. At least 80% of the fund’s assets are invested in firms that promote clean or efficient energy, sustainable transportation, resource management, or exhibit leadership in low-carbon operations. With a diversified portfolio typically comprising around 90 holdings, the fund plays a role in supporting sustainable business practices while providing investors access to companies engaged in, or benefiting from, the transition to a lower-carbon economy. The fund’s annual dividend distribution and equity-focused allocation reflect its commitment to sustainable growth and environmental stewardship in the global investment landscape.
Fund Family Hartford Mutual Funds
Category World Large-Stock Blend
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol HEOIX
Share Class Class I
Index MSCI AC World NR USD
HEOIX had a total return of 22.27% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.26%.
