HEOTX Mutual Fund
HEOTX Mutual Fund
Hartford Climate Opportunities Fund Class R5
HEOTX Mutual Fund Overview
HEOTX Mutual Fund (Hartford Climate Opportunities Fund Class R5) is managed by Hartford Funds with $177,021.87 in net assets. HEOTX expense ratio is 0.81%, holding 100 positions across sectors including Unknown, Industrials, Information Technology. Inception date: 2016-02-29.
HEOTX performance shows a YTD return of 7.75%. The 1-year return is 33.95% and the 5-year return is 8.70%. HEOTX dividend yield stands at 5.01%, paid annually.
HEOTX top holdings include Alphabet Inc Common Stock USD 0.001 (3.7%), Microsoft Corp (2.6%), Infineon Technologies AG (2.4%), Amazon.Com Inc (2.3%), Hitachi Ltd. (2.2%). View all HEOTX holdings, sector breakdown, or dividend history.
HEOTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HEOTX alternatives are available via the screener, along with tax-loss harvesting opportunities.