About HEOVX
Hartford Climate Opportunities Fund Class R6 is a sustainable mutual fund focused on long-term capital appreciation by investing in companies worldwide that are positioned to benefit from the transition to a low-carbon economy. The fund emphasizes firms actively addressing or adapting to climate change, such as those involved in clean or efficient energy solutions, sustainable transportation, water and resource management, and climate-resilient infrastructure. Employing a multi-manager approach, the fund allocates assets between renowned sub-advisers, Wellington Management and Schroders, each contributing distinct investment styles and research methodologies. Approximately 98% of its assets are in equities, with about a third allocated to foreign stocks, highlighting its global orientation. The fund typically invests across market capitalizations but maintains a focus on sectors like utilities and industrials, which are pivotal in climate mitigation and adaptation strategies. Through this targeted investment strategy, Hartford Climate Opportunities Fund Class R6 plays a significant role in channeling capital towards companies driving or supporting positive environmental change in the global financial market.
Fund Family Hartford Mutual Funds
Category World Large-Stock Blend
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol HEOVX
Share Class Class R6
Index MSCI AC World NR USD
HEOVX had a total return of 22.55% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.48%.
