About HEORX
Hartford Climate Opportunities Fund Class R3 is an actively managed mutual fund focused on companies that are helping address or benefit from the global transition toward climate change mitigation and adaptation. With a long-term capital appreciation objective, the fund invests at least 80% of its assets in U.S. and international equities, including securities from emerging markets. Its portfolio targets firms engaged in clean and efficient energy, sustainable transportation, water and resource management, low-carbon leadership, and environmental infrastructure.
This fund leverages a multi-manager approach, with Wellington Management and Schroders independently overseeing segments of the portfolio using their distinct investment methodologies. As a result, the fund captures diverse opportunities across sectors typically tied to climate progress, notably utilities and industrials. The fund is considered high risk, with its returns and volatility shaped by its focus on evolving climate-related sectors and its global, multi-cap scope. It aims to serve investors seeking exposure to companies at the forefront of environmental solutions, offering annual dividend payouts and an investment profile grounded in sustainable and responsible investing practices.
Fund Family Hartford Mutual Funds
Category World Large-Stock Blend
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol HEORX
Share Class Class R3
Index MSCI AC World NR USD
HEORX had a total return of 21.63% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.02%.
