HEOTX Mutual Fund

HEOTX Mutual Fund (Hartford Climate Opportunities Fund Class R5) is managed by Hartford Funds with $175,865.04 in net assets. HEOTX expense ratio is 0.81%, holding 106 positions across sectors including Industrials, Information Technology, Materials. Inception date: 2016-02-29.

HEOTX performance shows a YTD return of 12.88%. The 1-year return is 18.29% and the 5-year return is 6.13%. HEOTX dividend yield stands at 5.29%, paid annually.

HEOTX top holdings include Alphabet A Usd 0.001 (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 HEOTX holdings, HEOTX sectors, or HEOTX dividends.

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