About HEOYX
Hartford Climate Opportunities Fund Class Y is a diversified mutual fund focused on long-term capital appreciation by investing in companies positioned to benefit from the global shift toward climate change mitigation and adaptation. The fund primarily targets equity securities of U.S. and international issuers, including those from emerging markets, emphasizing businesses involved in clean energy, sustainable transportation, resource management, and climate-resilient infrastructure. Managed through a multi-manager approach, the fund allocates assets between Wellington Management and Schroders, leveraging their independent yet complementary investment styles. This structure enables the fund to capture opportunities across sectors such as utilities, industrials, technology, and basic materials, with notable holdings including Microsoft, Amazon, Ecolab, and Schneider Electric. By focusing on companies actively engaging with or supporting the transition to a lower-carbon economy, the fund serves investors seeking exposure to the evolving intersection of environmental sustainability and global financial markets.
Fund Family Hartford Mutual Funds
Category World Large-Stock Blend
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol HEOYX
Share Class Class Y
Index MSCI AC World NR USD
HEOYX had a total return of 24.65% in the past year, including dividends. Since the fund's
inception, the average annual return has been 17.73%.
