HEONX Mutual Fund

HEONX Mutual Fund (Hartford Climate Opportunities Fund Class C) is managed by Hartford Funds with $2.3M in net assets. HEONX expense ratio is 1.94%, holding 100 positions across sectors including Industrials, Information Technology, Materials. Inception date: 2016-02-29.

HEONX performance shows a YTD return of 12.07%. The 1-year return is 16.95% and the 5-year return is 4.93%. HEONX dividend yield stands at 4.83%, paid annually.

HEONX 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%). Go to all HEONX holdings, HEONX sectors, or HEONX dividends.

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