HEORX Mutual Fund
HEORX Mutual Fund
Hartford Climate Opportunities Fund Class R3
HEORX Mutual Fund Overview
HEORX Mutual Fund (Hartford Climate Opportunities Fund Class R3) is managed by Hartford Funds with $176,555.5 in net assets. HEORX expense ratio is 1.41%, holding 100 positions across sectors including Unknown, Industrials, Information Technology. Inception date: 2016-02-29.
HEORX performance shows a YTD return of 17.10%. The 1-year return is 33.09% and the 5-year return is 9.23%. HEORX dividend yield stands at 4.47%, paid annually.
HEORX top holdings include 'alphabet Inc., Class 'a'' (3.7%), Microsoft Corp 4.100 Feb 06 37 (2.6%), Infineon Technologies AG (2.4%), Amazon.Com Inc (2.3%), Hitachi, Ltd. Ordinary Shares (2.2%). View all HEORX holdings, sector breakdown, or dividend history.
HEORX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HEORX alternatives are available via the screener, along with tax-loss harvesting opportunities.