HEORX Mutual Fund

HEORX Mutual Fund (Hartford Climate Opportunities Fund Class R3) is managed by Hartford Funds with $139,626.22 in net assets. HEORX expense ratio is 1.41%, holding 106 positions across sectors including Industrials, Information Technology, Materials. Inception date: 2016-02-29.

HEORX performance shows a YTD return of 12.28%. The 1-year return is 16.37% and the 5-year return is 4.79%. HEORX dividend yield stands at 4.73%, paid annually.

HEORX top holdings include Alphabet Inc,class A (3.8%), Microsoft Corp (2.8%), Amazon.Com Inc (2.2%), Infineon Technologies AG (1.9%), Ecolab, Inc. (1.8%). 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.