HEOIX : Hartford Climate Opportunities Fund Class I

HEOIX is a Allocation Market Total World with MODERATE fees.

HEOIX

Hartford Climate Opportunities Fund Class I

FI Score

39 /100

Expense Ratio Rating

8 /10

Expense Rating

2 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

39% FI Score
  • heoix
  • Mutual Fund
  • Allocation
  • Total World

Hartford Climate Opportunities Fund Class I

Expenses: 0.77% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

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.

Largest Holdings

Amount Holding
2.31% First Solar Inc
2.25% Smart Metering Systems PLC
2.18% Amazon.com Inc
2.07% Deere & Co
1.88% National Grid PLC
1.88% Hannon Armstrong Sustainable Infrastructure Capital Inc
1.82% Danaher Corp
1.81% Alphabet Inc A
1.78% Eversource Energy
1.78% Weyerhaeuser Co
1.61% Atlantica Sustainable Infrastructure PLC
1.57% China Longyuan Power Group Corp Ltd Class H
1.49% Kyudenko Corp
1.49% Tesla Inc
1.45% Hexagon AB Class B
1.44% Sunnova Energy International Inc
1.42% Vestas Wind Systems A/S
1.41% Iberdrola SA
1.38% Moody's Corporation
1.35% CoreLogic Inc
1.34% Xylem Inc
1.29% Itron Inc
1.26% Daikin Industries Ltd
1.23% Avangrid Inc
1.23% Siemens AG

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo