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Morningstar

Hartford Climate Opportunities I HEOIX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 15.69  /  +0.26 %
  • Total Assets 132.9 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.63%
  • Turnover 75%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis HEOIX

Will HEOIX outperform in 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 HEOIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HEOIX 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 HEOIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Increased confidence in Hartford Climate Opportunities I's prospects relative to its Morningstar Category peers results in an upgrade in this strategy's Morningstar Medalist Rating to Silver from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings HEOIX

More HEOIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.12 4.2 Mil
Technology

nVent Electric PLC

2.59 3.5 Mil
Industrials

Alphabet Inc Class A

2.54 3.4 Mil
Communication Services

Siemens AG

2.41 3.2 Mil
Industrials

Autodesk Inc

2.37 3.1 Mil
Technology

S&P Global Inc

2.18 2.9 Mil
Financial Services

Amazon.com Inc

2.15 2.9 Mil
Consumer Cyclical

Carlisle Companies Inc

2.10 2.8 Mil
Industrials

Ferguson PLC

1.98 2.6 Mil
Industrials

Schneider Electric SE

1.90 2.5 Mil
Industrials