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Hartford Environmental Opportunities Fund

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Objective

Seeks long-term capital appreciation.

Overview

A fund that invests in companies that generate revenue by actively helping to address environmental issues.

More About Environmental Opportunities Fund 

Investing With Your Values

Studies show that individual and institutional investors are increasingly looking for ways to align their personal values with investment strategies. Doing the right things for the environment and planning for your future financial needs are no longer mutually exclusive goals.

Good for the Environment, Good for Your Portfolio?

The Fund invests in companies that are helping to address environmental issues such as energy efficiency, water/waste management, and environmental change. New initiatives may make being green and profitable easier than ever before.

Impact Investing Expertise

Wellington Management, the Fund’s sub-adviser, has a dedicated team that engages with more than 250 companies every year on environmental, social, and governance issues. This internal resource provides integral insights for the portfolio management team who has been investing in an environmentally focused style since 2007.


Alan T. Hsu
Managing Director
Equity Portfolio Manager and Global Industry Analyst
G. Thomas Levering
Senior Managing Director
Equity Portfolio Manager and Global Industry Analyst

Portfolio managers are supported by the full resources of Wellington Management

Performance

Performance (%)
% (as of 8/31/2018)
Average Annual Total Returns % (as of 8/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Environmental Opportunities  A -4.16 0.18 --- --- --- 12.62
With 5.5% Max
Sales Charge
--- -5.33 --- --- --- 10.11
Benchmark 3.38 11.41 --- --- --- ---
Morningstar World Small/Mid Stock Category 3.00 11.01 --- --- --- ---
Performance (%)
% (as of 6/30/2018)
Average Annual Total Returns % (as of 6/30/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Environmental Opportunities  A -7.03 -0.15 --- --- --- 12.13
With 5.5% Max
Sales Charge
--- -5.64 --- --- --- 9.44
Benchmark -0.43 10.73 --- --- --- ---
Morningstar World Small/Mid Stock Category 0.22 11.12 --- --- --- ---
SI = Since Inception. Fund Inception: 02/29/2016
Operating Expenses:   Net  1.20% |  Gross  1.71%

Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.

Characteristics Holdings are subject to change. Percentages may be rounded.

Statistics
As of Date 8/31/2018
Net Assets $31 million
Dividend Frequency ---
Fund Essentials
Inception Date 02/29/2016
Symbol HEOMX
CUSIP 41664T701
Fund Number 1911

Top Ten Holdings (%)

(as of 8/31/2018)
label percentageholding
Itron, Inc. 4.18
China Longyuan Power Group Corp. Ltd. 3.85
Clean Harbors, Inc. 3.44
First Solar, Inc. 3.35
Edison International 3.34
Green Plains, Inc. 3.31
Iberdrola S.A. 3.17
Avangrid, Inc. 3.13
Waste Management, Inc. 2.94
NextEra Energy, Inc. 2.87
Total Portfolio % 33.58
(as of 6/30/2018)
label percentageholding
Itron, Inc. 3.77
China Longyuan Power Group Corp. Ltd. 3.66
Green Plains, Inc. 3.44
First Solar, Inc. 3.41
Avangrid, Inc. 3.35
Edison International 3.21
Iberdrola S.A. 3.20
Smart Metering Systems plc 3.19
Huaneng Renewables Corp. Ltd. 2.87
NextEra Energy, Inc. 2.81
Total Portfolio % 32.91

Insights

pdf

Social Impact: Invest in the World You Want to Live In 

Fri Jun 29 09:30:00 EDT 2018
A research approach seeking innovative companies dedicated to impact causes that can potentially deliver attractive returns is the key to social impact investing.
pdf

Perspectives on Climate Change 

Tue May 15 09:30:00 EDT 2018
With an international transition to a lower-carbon economy underway, many teams at Wellington are focused on helping clients understand the potential effects of climate change on their inves...
pdf

Brewing Storm: Are Investors Discounting Climate Risks and Opportunities? 

Tue May 15 09:30:00 EDT 2018
Potential climate risks can create meaningful financial risks that may spell opportunity for investors.

Literature

Fund Literature

Select All

Fact Sheet

06/30/2018 | pdf
Get FINRA Letter

Max 100

Commentary

06/30/2018 | pdf

Max 100

Summary Prospectus

03/01/2018 | pdf

Available For
Download Only

Pitchbook

06/30/2018 | pdf

Available For
Download Only

Semi Annual Report

04/30/2018 | pdf

Available For
Download Only

Statutory Prospectus

03/01/2018 | pdf

Available For
Download Only

Annual Report

10/31/2017 | pdf

Available For
Download Only

Max 25

SAI

03/01/2018 | pdf

Available For
Download Only

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A WORD ABOUT RISK

 

Investing involves risk, including the possible loss of principal. There is no guarantee a fund will achieve its stated objective. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies. Foreign investments may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political and economic developments. These risks may be greater for investments in emerging markets. Small- and mid-cap securities can have greater risks and volatility than large-cap securities. Risks of focusing investments on the utilities and industrials sectors include regulatory and legal developments, competitive pressures, pricing and rate pressures (utilities), rapid technological changes, potential product obsolescence, and liquidity risk. Risks of focusing on investments that involve sustainability and environmentally responsible investment criteria may influence investment performance relative to The Fund’s benchmark or competing funds and expose The Fund to increased risks related to downturns or other adverse developments in that market segment.

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