Hartford Climate Opportunities R4 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.
Hartford Climate Opportunities Fund Class R4 HEOSX
- NAV / 1-Day Return 20.59 / +0.54 %
- Total Assets 128.0M
-
Adj. Expense Ratio
1.110%
- Expense Ratio 1.110%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Medium
- Category Global Large-Stock Blend
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.22%
- Turnover 61%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis HEOSX
Will HEOSX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the HEOSX 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 HEOSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 21.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class A | 3.90 | 5M | Communication Services |
Infineon Technologies AG | 2.88 | 4M | Technology |
Microsoft Corp | 2.36 | 3M | Technology |
Analog Devices Inc | 2.16 | 3M | Technology |
Usd | 2.13 | 3M | Cash and Equivalents |
Amazon.com Inc | 2.03 | 3M | Consumer Cyclical |
HA Sustainable Infrastructure Capital Inc | 1.68 | 2M | Financial Services |
Micron Technology Inc | 1.62 | 2M | Technology |
Ecolab Inc | 1.57 | 2M | Basic Materials |
Vestas Wind Systems AS | 1.54 | 2M | Industrials |
United States