Hartford Climate Opportunities Fund

11.37NAV (as of 1/16/2020)
+0.07 (+0.62%) NAV Change
World Small/Mid StockMorningstar Category
Global Multi-Cap ValueLipper Classification

Effective 11/8/19, the Fund (formerly known as the Hartford Environmental Opportunities Fund) changed its name and 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 multi-manager fund designed to seek opportunities that address climate change, including clean energy, sustainable transportation, and water/resource management.

More About Climate Opportunities Fund

Portfolio Managers from Wellington Management

Alan T. Hsu
Managing Director
Equity Portfolio Manager and Global Industry Analyst

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

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Portfolio Managers from Schroders

Simon Webber, CFA
Portfolio Manager

view bio

Performance (%)
	YTD	1YR	3YR	5YR	10YR	SI
	% (as of 12/31/2019)	Average Annual Total Returns % (as of 12/31/2019)
Hartford Climate Opportunities I	33.78	33.78	10.32	---	---	12.19
Benchmark	26.60	26.60	12.44	---	---	---
Morningstar World Small/Mid Stock Category	26.29	26.29	10.80	---	---	---

Performance (%)
	YTD	1YR	3YR	5YR	10YR	SI
	% (as of 12/31/2019)	Average Annual Total Returns % (as of 12/31/2019)
Hartford Climate Opportunities I	33.78	33.78	10.32	---	---	12.19
Benchmark	26.60	26.60	12.44	---	---	---
Morningstar World Small/Mid Stock Category	26.29	26.29	10.80	---	---	---

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

Operating Expenses: Net 0.89% | Gross 1.19%

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.

CharacteristicsAllocations, exposures and holdings are subject to change. Percentages may be rounded.

Characteristics

Allocations, exposures and holdings are subject to change. Percentages may be rounded.

Statistics
As of Date	12/31/2019
Net Assets	$41 million
% in Equities	97
% in Foreign Equities	53
Dividend Frequency	Annually

Fund Essentials
Inception Date	02/29/2016
Symbol	HEOIX
CUSIP	41664T883
Fund Number	1913

Theme Exposure (%)

12/31/2019
9/30/2019

(as of 12/31/2019)
label	percentage
Clean Energy	27
Energy Efficiency	27
Environmental Resource Management	22
Sustainable Transport	11
Low Carbon Leaders	6
Climate-Resilient Infrastructure	5
Other	1

(as of 9/30/2019)
label	percentage
Energy Efficiency	32
Low Carbon Electricity	31
Water and Resource Management	25
Climate Resilient Infrastructure	7
Low Carbon Transport	3
Not Classified	2

Top Ten Holdings (%)

12/31/2019
9/30/2019

(as of 12/31/2019)
label	percentageholding
Deere & Co.	2.37
Smart Metering Systems plc	2.18
Itron, Inc.	2.17
Owens Corning	2.14
Hannon Armstrong Sustainable Infrastructure Capital, Inc.	1.87
Weyerhaeuser Co.,	1.86
Xylem, Inc.	1.81
Clean Harbors, Inc.	1.75
National Grid plc	1.74
China Longyuan Power Group Corp. Ltd.	1.72
Total Portfolio %	19.61

(as of 9/30/2019)
label	percentageholding
Itron, Inc.	4.12
Smart Metering Systems plc	3.81
Hannon Armstrong Sustainable Infrastructure Capital, Inc.	3.41
Clean Harbors, Inc.	3.19
Cie de Saint-Gobain	2.96
National Grid plc	2.80
Johnson Controls International plc	2.75
Huaneng Renewables Corp. Ltd.	2.73
Avangrid, Inc.	2.72
Deere & Co.	2.72
Total Portfolio %	31.21

PDF Full Portfolio Holdings

Insights

10 Things You Should Know About Sustainable Investing

01/15/2020

Sustainable investing helps investors “do good while doing well.”

The Fund Industry’s Wake-up Call: How Investors Want Us to Act

10/17/2019

Jessica Ground, Global Head of Stewardship, explains why sustainability is no longer a “nice to have” for companies—it’s an imperative.

Why the Market Gets Sustainable Investing Wrong

10/09/2019

We believe active investors have ample opportunities to generate return in this space by identifying and exploiting inefficiencies.

Literature

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. • 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. • 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. • Risks of focusing on investments that involve sustainability, environmentally responsible and climate focus 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. • 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.

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.

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