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Hartford Environmental Opportunities Fund


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Seeks long-term capital appreciation.


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

The portfolio managers are supported by the full resources of Wellington.


Performance (%)
% (as of 2/28/2019)
Average Annual Total Returns % (as of 2/28/2019)
Hartford Environmental Opportunities  I 13.81 -2.12 9.77 --- --- 9.77
Benchmark 10.78 -0.84 12.87 --- --- ---
Morningstar World Small/Mid Stock Category 12.77 -3.41 12.70 --- --- ---
Performance (%)
% (as of 12/31/2018)
Average Annual Total Returns % (as of 12/31/2018)
Hartford Environmental Opportunities  I -17.65 -17.65 --- --- --- 5.44
Benchmark -9.42 -9.42 --- --- --- ---
Morningstar World Small/Mid Stock Category -14.38 -14.38 --- --- --- ---
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.

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

As of Date 2/28/2019
Net Assets $26 million
# of Holdings 40
% in Equities 96
% in Foreign Equities 46
Turnover (12/31/2018) 43%
Active Share 99%
Dividend Frequency Annually
Fund Essentials
Inception Date 02/29/2016
Symbol HEOIX
CUSIP 41664T883
Fund Number 1913

Top Ten Holdings (%)

(as of 2/28/2019)
label percentageholding
Iberdrola S.A. 3.76
First Solar, Inc. 3.43
Waste Management, Inc. 3.38
China Longyuan Power Group Corp. Ltd. 3.14
Hannon Armstrong Sustainable Infrastructure Capital, Inc. 3.14
Clean Harbors, Inc. 3.04
Itron, Inc. 3.02
Smart Metering Systems plc 2.96
Cie de Saint-Gobain 2.95
Avangrid, Inc. 2.94
Total Portfolio % 31.76
(as of 12/31/2018)
label percentageholding
Iberdrola S.A. 4.05
First Solar, Inc. 3.69
Itron, Inc. 3.47
Avangrid, Inc. 3.45
Waste Management, Inc. 3.36
China Longyuan Power Group Corp. Ltd. 3.29
Cie de Saint-Gobain 3.12
Cia de Saneamento do Parana 3.11
Deere & Co. 2.85
Green Plains, Inc. 2.85
Total Portfolio % 33.24



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.

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...


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Fact Sheet

12/31/2018 | pdf

This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.

View FINRA Letter

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12/31/2018 | pdf

Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.

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Summary Prospectus

03/01/2019 | pdf

A concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.


12/31/2018 | pdf

This Pitchbook reviews the Funds' investment approach, investment team, investment process, and general portfolio parameters.

Semi Annual Report

04/30/2018 | pdf

A semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.

Statutory Prospectus

03/01/2019 | pdf

An annual update on the Fund that includes information about the Fund’s investment manager, sub-adviser, and operations.

Annual Report

10/31/2018 | pdf

An annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.


03/01/2019 | pdf

A supplementary document to the Fund’s prospectus that includes additional information about the Fund and its operations.  

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. • 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.