Hartford Climate Opportunities Fund Class R5
HEOTX
NASDAQ
| Weiss Ratings | HEOTX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | HEOTX-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 | HEOTX-NASDAQ | Click to Compare |
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| Fund Name | Hartford Climate Opportunities Fund Class R5 | |||
| 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 | HEOTX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.66% | |||
| Dividend | HEOTX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.84% | |||
| Asset Allocation | HEOTX-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 | HEOTX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 4.08% | |||
| 30-Day Total Return | 4.08% | |||
| 60-Day Total Return | 10.16% | |||
| 90-Day Total Return | 11.36% | |||
| Year to Date Total Return | 10.94% | |||
| 1-Year Total Return | 11.73% | |||
| 2-Year Total Return | 20.12% | |||
| 3-Year Total Return | 38.59% | |||
| 5-Year Total Return | 81.93% | |||
| Price | HEOTX-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 | HEOTX-NASDAQ | Click to Compare |
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| Nav | $17.34 | |||
| 1-Month Low NAV | $16.66 | |||
| 1-Month High NAV | $17.34 | |||
| 52-Week Low NAV | $13.93 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $17.34 | |||
| 52-Week High Price (Date) | Jun 27, 2025 | |||
| Beta / Standard Deviation | HEOTX-NASDAQ | Click to Compare |
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| Beta | 1.18 | |||
| Standard Deviation | 19.58 | |||
| Balance Sheet | HEOTX-NASDAQ | Click to Compare |
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| Total Assets | 121.07M | |||
| Operating Ratios | HEOTX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.81% | |||
| Turnover Ratio | 108.00% | |||
| Performance | HEOTX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.92% | |||
| Last Bear Market Total Return | -15.98% | |||