• Products

    A Guide to Hartford Funds

    View Now >

  • Insights

    The Reimagined Human-Centric Investing Podcast

    See What's New >

  • Practice Management

    Applied Insights Team

    Learn More >

  • Resources

    Tax Center

    View Now >

  • About Us

    Be Human-Centric

    Learn More >

Global International Equity fund

Hartford Climate Opportunities Fund    Share Class - C (HEONX)


MORNINGSTAR RATING:
Overall, 4 stars, 3-Year, 5 stars, and 5-Year, 3 stars, rated against 303, 303 and 270 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2022 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
overall (as of 7/31/2022)
303 PRODUCTS
Global Large-Stock Blend Category
Based on Risk-Adjusted Returns
MORNINGSTAR RATING:
Overall, 4 stars, 3-Year, 5 stars, and 5-Year, 3 stars, rated against 303, 303 and 270 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2022 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
overall (as of 7/31/2022)
303 PRODUCTS
Global Large-Stock Blend Category
Based on Risk-Adjusted Returns

Effective 11/8/19, the Fund changed its principal investment strategy. The fund also added Schroder Investment Management North America Inc. as a sub-adviser and Schroder Investment Management North America Ltd. as a sub-sub-adviser to the Fund. Returns prior to 11/8/19 reflect the performance of the Fund’s prior strategy. Please refer to the prospectus for more information.

Objective

Seeks long-term capital appreciation.

Overview

A global equity fund that invests in companies that could benefit from efforts to mitigate or adapt to climate change.

Portfolio Management from WELLINGTON MANAGEMENT
Managing Director
Equity Portfolio Manager and Global Industry Analyst
6
YRS
MANAGING THIS FUND
14
YRS
AT WELLINGTON MANAGEMENT
22
YRS
EXPERIENCE IN THIS INDUSTRY
Senior Managing Director
Global Industry Analyst
6
YRS
MANAGING THIS FUND
22
YRS
AT WELLINGTON MANAGEMENT
29
YRS
EXPERIENCE IN THIS INDUSTRY
Portfolio Management from SCHRODERS
Portfolio Manager
2
YRS
MANAGING THIS FUND
23
YRS
AT SCHRODERS
23
YRS
EXPERIENCE IN THIS INDUSTRY
Portfolio Manager
1
YRS
MANAGING THIS FUND
8
YRS
AT SCHRODERS
10
YRS
EXPERIENCE IN THIS INDUSTRY

The portfolio managers are supported by the full resources of their respective firms.

Performance

PERFORMANCE %
 
CUMULATIVE %
(as of 7/31/2022)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 7/31/2022)
YTD 1YR 3YR 5YR 10YR SI
Hartford Climate Opportunities C -16.01 -13.67 14.27 8.96 --- 11.71
With 1.0% CDSC --- -14.49 14.27 8.96 --- 11.71
Benchmark -14.61 -10.48 8.52 7.86 --- ---
Morningstar Global Large-Stock Blend Category -13.73 -9.87 7.95 7.18 --- ---
 
CUMULATIVE %
(as of 6/30/2022)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 6/30/2022)
YTD 1YR 3YR 5YR 10YR SI
Hartford Climate Opportunities C -23.63 -19.69 10.25 7.36 --- 10.21
With 1.0% CDSC --- -20.45 10.25 7.36 --- 10.21
Benchmark -20.18 -15.75 6.21 7.00 --- ---
Morningstar Global Large-Stock Blend Category -19.03 -14.29 5.76 6.34 --- ---

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.

SI = Since Inception. Fund Inception: 02/29/2016

Hartford Climate Opportunities Fund C Share Morningstar Ratings
overall
(as of 7/31/2022)
Overall, 4 stars, 3-Year, 5 stars, and 5-Year, 3 stars, rated against 303, 303 and 270 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2022 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

303 PRODUCTS
|
Global Large-Stock Blend Category
Based on Risk-Adjusted Returns
3 YEAR
(as of 7/31/2022)
Overall, 4 stars, 3-Year, 5 stars, and 5-Year, 3 stars, rated against 303, 303 and 270 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2022 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

303 PRODUCTS
|
Global Large-Stock Blend Category
Based on Risk-Adjusted Returns
5 YEAR
(as of 7/31/2022)
Overall, 4 stars, 3-Year, 5 stars, and 5-Year, 3 stars, rated against 303, 303 and 270 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2022 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

270 PRODUCTS
|
Global Large-Stock Blend Category
Based on Risk-Adjusted Returns
Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.

Characteristics

FUND ESSENTIALS
Inception Date 02/29/2016
Net Assets $102 million
Gross Operating Expenses 2.06%
Net Operating Expenses 1.94%
Morningstar Category Global Large-Stock Blend
Lipper Classification Global Multi-Cap Value
CUSIP 41664T800
Fund Number 1912
FUND STATS
% in Equities
95
% in Foreign Equities
41
Dividend Frequency
Annually
Regional Exposure (%)
North America 58
Europe 27
Japan 8
Emerging Markets 6
Asia Pacific ex Japan 0
North America 57
Europe 27
Japan 8
Emerging Markets 6
Asia Pacific ex Japan 0
Top Ten Holdings (%)
SolarEdge Technologies, Inc. 2.83
Weyerhaeuser Co., 2.58
Microsoft Corp. 2.57
Eversource Energy 2.48
Exelon Corp. 2.42
Verisk Analytics, Inc. 2.42
Consolidated Edison, Inc. 2.41
Deere & Co. 2.11
Westinghouse Air Brake Technologies Corp. 2.04
Waste Management, Inc. 2.03
Total Portfolio % 23.89
Deere & Co. 3.13
Alphabet, Inc. 2.47
American Water Works Co., Inc. 2.39
Weyerhaeuser Co., 2.31
Verisk Analytics, Inc. 2.18
Eversource Energy 2.16
Microsoft Corp. 2.16
Waste Management, Inc. 2.16
Consolidated Edison, Inc. 2.15
National Grid plc 2.10
Total Portfolio % 23.21
Theme Exposure (%)
Clean Energy 35
Environmental Resource Management 20
Energy Efficiency 16
Sustainable Transport 13
Low Carbon Leaders 7
Climate-Resilient Infrastructure 6
Other 2
Clean Energy 32
Environmental Resource Management 22
Energy Efficiency 17
Sustainable Transport 12
Low Carbon Leaders 8
Climate-Resilient Infrastructure 6
Other 2
distributions and capital gains
Distribution Date Distribution NAV ordinary income short term capital gains long term capital gains total distribution
12/30/2021 16.93 $0.0000 $0.0000 $0.0000 $0.0000
12/13/2021 16.81 $0.0000 $0.2693 $0.5866 $0.8559
Past distributions are not indicative of future distributions.

Fund Literature


06/30/2022 - PDF (161 KB)
This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.
07/01/2022 - PDF (3 MB)
This flyer explains two pathways for investors seeking a sustainable future: sustainable funds and funds that integrate ESG.
06/30/2022 - PDF (141 KB)
Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
PDF (153 KB)
A summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.
06/30/2022 - PDF (1 MB)
This Pitchbook reviews the Fund's investment approach, investment team, investment process, and general portfolio parameters.
PDF (3 KB)
An unaudited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
PDF (13 KB)
A legal document that discloses essential information about a fund, including investment objectives, risks, fees, expenses, fund manager background and other information.
PDF (13 KB)
An annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
PDF (13 KB)
A document that supplements the fund's prospectus with additional information about the fund including its operations and risks.
Important Risks: Investing involves risk, including the possible loss of principal. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies. • The Fund's performance depends on the ability of the Investment Manager in selecting, overseeing, and allocating Fund assets to the sub-advisers. The sub-advisers' investment styles may not be complementary. • Small- and mid-cap securities can have greater risks and volatility than large-cap securities. • 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, economic and regulatory developments. These risks may be greater, and include additional risks, for investments in emerging markets or if the Fund focuses in a particular geographic region or country. • The Fund's climate focus may result in foregoing certain investments and underperformance comparative to funds that do not have a similar focus. Certain climate-focused investments may be dependent on government policies and subsidies. The exclusion of certain issuers for reasons other than performance may negatively impact the Fund's performance. • There are risks of focusing investments in securities of companies in the utilities and industrials sectors which may cause the Fund's performance to be sensitive to developments in those sectors.
Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any of such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling, computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the MSCI data is permitted without MSCI's express written consent.
228852

The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA|SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, Lattice, and HFMC, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

© Copyright 2022 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value