HEOSX Mutual Fund

HEOSX Mutual Fund (Hartford Climate Opportunities Fund Class R4) is managed by Hartford Funds with $16,240.17 in net assets. HEOSX expense ratio is 1.11%, holding 100 positions across sectors including Industrials, Information Technology, Materials. Inception date: 2016-02-29.

HEOSX performance shows a YTD return of 12.78%. The 1-year return is 18.07% and the 5-year return is 6.77%. HEOSX dividend yield stands at 4.98%, paid annually.

HEOSX 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 HEOSX holdings, HEOSX sectors, or HEOSX dividends.

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