HEOSX Mutual Fund

HEOSX Mutual Fund (Hartford Climate Opportunities Fund Class R4) is managed by Hartford Funds with $15,232.48 in net assets. HEOSX expense ratio is 1.11%, holding 106 positions across sectors including Industrials, Information Technology, Materials. Inception date: 2016-02-29.

HEOSX performance shows a YTD return of 12.73%. The 1-year return is 16.89% and the 5-year return is 5.11%. HEOSX dividend yield stands at 4.98%, paid annually.

HEOSX 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 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.