HEOMX Mutual Fund

HEOMX Mutual Fund (Hartford Climate Opportunities Fund Class A) is managed by Hartford Funds with $32.7M in net assets. HEOMX expense ratio is 1.17%, holding 106 positions across sectors including Industrials, Information Technology, Materials. Inception date: 2016-02-29.

HEOMX performance shows a YTD return of 12.58%. The 1-year return is 17.86% and the 5-year return is 5.73%. HEOMX dividend yield stands at 4.81%, paid annually.

HEOMX top holdings include Alphabet Inc. Class A (3.9%), Infineon Technologies AG (2.9%), Microsoft Corp 4.100 Feb 06 37 (2.3%), Analog Devices, Inc. (2.1%), Amazon.Com Inc (2.0%). Go to all HEOMX holdings, HEOMX sectors, or HEOMX dividends.

HEOMX can be compared against other funds. Use HEOMX overlap to find shared positions, or HEOMX vs another fund for a side-by-side view. HEOMX alternatives are available via the screener, along with tax-loss harvesting opportunities.