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Morningstar

Hartford Climate Opportunities A HEOMX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 15.96  /  +0.25 %
  • Total Assets 132.9 Mil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.34%
  • 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 HEOMX

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

  • People Pillar

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

A strong management team and sound investment process underpin Hartford Climate Opportunities A's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HEOMX

More HEOMX 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