Hartford Climate Opportunities Fund Class R3
HEORX
NASDAQ
| Weiss Ratings | HEORX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | HEORX-NASDAQ | Click to Compare |
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| Provider | Hartford Mutual Funds | |||
| Manager/Tenure (Years) | Alan T. Hsu (9), G. Thomas Levering (9), Simon Webber (5), 1 other | |||
| Website | http://www.hartfordfunds.com | |||
| Fund Information | HEORX-NASDAQ | Click to Compare |
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| Fund Name | Hartford Climate Opportunities Fund Class R3 | |||
| Category | Global Large-Stock Blend | |||
| Sub-Category | Global Equity Large Cap | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Feb 29, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | HEORX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.08% | |||
| Dividend | HEORX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.84% | |||
| Asset Allocation | HEORX-NASDAQ | Click to Compare |
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| Cash | 1.49% | |||
| Stock | 98.51% | |||
| U.S. Stock | 64.37% | |||
| Non-U.S. Stock | 34.14% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | HEORX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 4.10% | |||
| 30-Day Total Return | 4.04% | |||
| 60-Day Total Return | 10.06% | |||
| 90-Day Total Return | 11.18% | |||
| Year to Date Total Return | 10.55% | |||
| 1-Year Total Return | 11.02% | |||
| 2-Year Total Return | 18.63% | |||
| 3-Year Total Return | 36.05% | |||
| 5-Year Total Return | 77.75% | |||
| Price | HEORX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | HEORX-NASDAQ | Click to Compare |
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| Nav | $17.49 | |||
| 1-Month Low NAV | $16.80 | |||
| 1-Month High NAV | $17.49 | |||
| 52-Week Low NAV | $14.07 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $17.49 | |||
| 52-Week High Price (Date) | Jun 27, 2025 | |||
| Beta / Standard Deviation | HEORX-NASDAQ | Click to Compare |
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| Beta | 1.18 | |||
| Standard Deviation | 19.56 | |||
| Balance Sheet | HEORX-NASDAQ | Click to Compare |
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| Total Assets | 121.07M | |||
| Operating Ratios | HEORX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.41% | |||
| Turnover Ratio | 108.00% | |||
| Performance | HEORX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.51% | |||
| Last Bear Market Total Return | -16.03% | |||