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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 15.98  /  −0.13 %
  • Total Assets 133.4 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 May 01, 2024 | 1-Day Return as of May 01, 2024, 10:14 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 sound investment process and strong management team 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-highest 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

2.91 4.0 Mil
Technology

Autodesk Inc

2.77 3.8 Mil
Technology

Alphabet Inc Class A

2.65 3.7 Mil
Communication Services

nVent Electric PLC

2.63 3.6 Mil
Industrials

Siemens AG

2.22 3.1 Mil
Industrials

Amazon.com Inc

2.11 2.9 Mil
Consumer Cyclical

S&P Global Inc

2.08 2.9 Mil
Financial Services

TopBuild Corp

2.00 2.8 Mil
Industrials

Carlisle Companies Inc

1.99 2.8 Mil
Industrials

Usd

1.97 2.7 Mil
Cash and Equivalents