Morningstar

Hartford Climate Opportunities Fund Class R5 HEOTX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 20.22  /  +0.10 %
  • Total Assets 124.1M
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.810%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.48%
  • Turnover 61%

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

Morningstar’s Analysis HEOTX

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

  • People Pillar

    The People Pillar is our evaluation of the HEOTX 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 HEOTX’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 R5 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 HEOTX

More HEOTX 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

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