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Morningstar

Hartford Climate Opportunities I HEOIX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 16.25  /  +0.06 %
  • Total Assets 136.3 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.64%
  • Turnover 75%

USD | NAV as of Jul 08, 2024 | 1-Day Return as of Jul 08, 2024, 11:57 PM GMT+0

Morningstar’s Analysis HEOIX

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

  • People Pillar

    The People Pillar is our evaluation of the HEOIX 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 HEOIX’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 I's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings HEOIX

More HEOIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

2.98 4.2 Mil
Communication Services

Microsoft Corp

2.62 3.7 Mil
Technology

TopBuild Corp

2.55 3.6 Mil
Industrials

Usd

2.23 3.2 Mil
Cash and Equivalents

Siemens AG

2.19 3.1 Mil
Industrials

nVent Electric PLC

2.15 3.0 Mil
Industrials

Amazon.com Inc

2.03 2.9 Mil
Consumer Cyclical

Acuity Brands Inc

1.97 2.8 Mil
Industrials

Carlisle Companies Inc

1.91 2.7 Mil
Industrials

Schneider Electric SE

1.89 2.7 Mil
Industrials