Morningstar

Hartford Climate Opportunities Fund Class R3 HEORX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 20.23  /  −0.15 %
  • Total Assets 122.8M
  • Adj. Expense Ratio
    1.410%
  • Expense Ratio 1.410%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 61%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0

Morningstar’s Analysis HEORX

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

  • People Pillar

    The People Pillar is our evaluation of the HEORX 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 HEORX’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 R3 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HEORX

More HEORX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

3.75 5M
Communication Services

Infineon Technologies AG

2.60 3M
Technology

Microsoft Corp

2.54 3M
Technology

Amazon.com Inc

2.02 3M
Consumer Cyclical

Analog Devices Inc

1.97 3M
Technology

Siemens AG

1.73 2M
Industrials

HA Sustainable Infrastructure Capital Inc

1.60 2M
Financial Services

Usd

1.45 2M
Cash and Equivalents

Ecolab Inc

1.44 2M
Basic Materials

Nextpower Inc Class A

1.41 2M
Technology

Sponsor Center