HEORX Mutual Fund
HEORX Mutual Fund
HEORX Mutual Fund
Hartford Climate Opportunities Fund Class R3
HEORX Mutual Fund Overview
HEORX Mutual Fund (Hartford Climate Opportunities Fund Class R3) is managed by Hartford Funds with $94,509.74 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 7.22%. The 1-year return is 11.33% and the 5-year return is 4.79%.
HEORX top holdings include Alphabet Inc (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.