- What does HEOMX invest in?
- This fund aims for significant long-term growth of its investments. It achieves this by allocating capital to a diverse range of companies, including U.S. and international issuers, those trading in non-U.S. currencies, and entities from developing economies. A core principle of its strategy is to commit at least 80% of its assets, under normal market conditions, to companies that are either addressing the challenges or capitalizing on the opportunities presented by climate change. This focus spans various sectors, such as clean and efficient energy, sustainable transportation, innovative water and resource management, firms exhibiting leadership in low-carbon practices, and businesses that provide services to these climate-oriented enterprises.
- What is the expense ratio of HEOMX?
- Hartford Climate Opportunities Fund , Class A (HEOMX) charges an expense ratio of 1.19%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is HEOMX?
- Hartford Climate Opportunities Fund , Class A (HEOMX) manages $129.2M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is HEOMX actively managed or an index fund?
- HEOMX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was HEOMX launched?
- Hartford Climate Opportunities Fund , Class A (HEOMX) launched in March 2016 and is managed by the fund issuer.
- How has HEOMX performed?
- HEOMX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
