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 (10), G. Thomas Levering (10), Simon Webber (6), 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 | 0.00% | |||
| Dividend | HEORX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.33% | |||
| Asset Allocation | HEORX-NASDAQ | Click to Compare |
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| Cash | 2.52% | |||
| Stock | 97.48% | |||
| U.S. Stock | 61.99% | |||
| Non-U.S. Stock | 35.49% | |||
| 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 | 2.02% | |||
| 30-Day Total Return | -2.94% | |||
| 60-Day Total Return | -2.73% | |||
| 90-Day Total Return | 0.66% | |||
| Year to Date Total Return | 2.14% | |||
| 1-Year Total Return | 24.19% | |||
| 2-Year Total Return | 20.26% | |||
| 3-Year Total Return | 31.74% | |||
| 5-Year Total Return | 23.17% | |||
| 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 | $18.13 | |||
| 1-Month Low NAV | $17.43 | |||
| 1-Month High NAV | $18.82 | |||
| 52-Week Low NAV | $14.07 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $19.48 | |||
| 52-Week High Price (Date) | Feb 25, 2026 | |||
| Beta / Standard Deviation | HEORX-NASDAQ | Click to Compare |
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| Beta | 1.16 | |||
| Standard Deviation | 15.11 | |||
| Balance Sheet | HEORX-NASDAQ | Click to Compare |
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| Total Assets | 114.73M | |||
| 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% | |||