Hartford Climate Opportunities Fund Class R5 HEOTX Strategy

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Strategy

The investment seeks long-term capital appreciation. The fund seeks to achieve its objective by investing in securities of U.S. and foreign issuers, including non-dollar securities and securities of emerging market issuers. Under normal market conditions, the fund invests at least 80% of its assets in securities of issuers that seek opportunities to address or benefit from climate change, which include but are not limited to companies classified as promoting clean and/or efficient energy, sustainable transportation, water and/or resource management, companies exhibiting low-carbon leadership and businesses that service such companies.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
HEOYX
Hartford Climate Opportunities Fund Class YInstitutionalOpen $6.52M0.790%Below Average$250,000−$1.02M
HEOIX
Hartford Climate Opportunities Fund Class IInstitutionalOpen $18.07M0.890%Average$2,000−$2.56M
HEOFX
Hartford Climate Opportunities Fund Class FInstitutionalOpen $48.80M0.690%Low$1M−$2.94M
HEOMX
Hartford Climate Opportunities Fund Class AFront LoadOpen $28.92M1.190%Average$2,000−$14.40M
HEONX
Hartford Climate Opportunities Fund Class CLevel LoadOpen $2.08M1.940%Above Average$2,000−$800,388.69
HEOVX
Hartford Climate Opportunities Fund Class R6Retirement, LargeOpen $4.67M0.690%Below Average$0−$5.12M
HEOTX
Hartford Climate Opportunities Fund Class R5Retirement, LargeOpen $172,998.000.810%Average$0$1,152.02
HEOSX
Hartford Climate Opportunities Fund Class R4Retirement, MediumOpen $15,195.001.110%Below Average$0$364.65
HEORX
Hartford Climate Opportunities Fund Class R3Retirement, MediumOpen $139,436.001.410%Above Average$0−$50,616.84

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