Morningstar

Hartford Climate Opportunities Fund Class F HEOFX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 20.97  /  −0.52 %
  • Total Assets 123.4M
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.59%
  • Turnover 61%

USD | NAV as of Aug 07, 2026 | 1-Day Return as of Aug 07, 2026, 12:11 AM GMT+0

Morningstar’s Analysis HEOFX

Will HEOFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HEOFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HEOFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HEOFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Climate Opportunities F holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings HEOFX

More HEOFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

3.56 5M
Communication Services

Infineon Technologies AG

2.38 3M
Technology

Microsoft Corp

2.12 3M
Technology

Siemens AG

1.80 2M
Industrials

Amazon.com Inc

1.80 2M
Consumer Cyclical

Ecolab Inc

1.74 2M
Basic Materials

Deere & Co

1.64 2M
Industrials

HA Sustainable Infrastructure Capital Inc

1.51 2M
Financial Services

Usd

1.48 2M
Cash and Equivalents

James Hardie Industries PLC

1.40 2M
Basic Materials

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