HEORX Mutual Fund

HEORX Mutual Fund (Hartford Climate Opportunities Fund Class R3) is managed by Hartford Funds with $184,167.35 in net assets. HEORX expense ratio is 1.41%, holding 100 positions across sectors including Industrials, Information Technology, Materials. Inception date: 2016-02-29.

HEORX performance shows a YTD return of 12.39%. The 1-year return is 17.53% and the 5-year return is 5.51%. HEORX dividend yield stands at 4.72%, paid annually.

HEORX 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 HEORX holdings, HEORX sectors, or HEORX dividends.

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