Objective
Seeks long-term capital appreciation.
Overview
A fund that invests in companies that generate revenue by actively helping to address environmental issues.
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.
Managing Director
Equity Portfolio Manager and Global Industry Analyst
Senior Managing Director
Equity Portfolio Manager and Global Industry Analyst
The portfolio managers are supported by the full resources of Wellington.
|
Average Annual Total Returns % (as of 4/30/2019)
|
|||||
| 1YR | 5YR | 10YR | SI | ||
|---|---|---|---|---|---|
| Hartford Environmental Opportunities I | 0.90 | --- | --- | 10.72 | |
| Benchmark | 5.06 | --- | --- | --- | |
| Morningstar World Small/Mid Stock Category | 0.04 | --- | --- | --- | |
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Average Annual Total Returns % (as of 3/31/2019)
|
|||||
| 1YR | 5YR | 10YR | SI | ||
|---|---|---|---|---|---|
| Hartford Environmental Opportunities I | -3.97 | --- | --- | 9.34 | |
| Benchmark | 2.60 | --- | --- | --- | |
| Morningstar World Small/Mid Stock Category | -3.31 | --- | --- | --- | |
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.
| As of Date | 4/30/2019 |
| Net Assets | $28 million |
| # of Holdings | 43 |
| % in Equities | 97 |
| % in Foreign Equities | 44 |
| Turnover (3/31/2019) | 39% |
| Active Share | 99% |
| Dividend Frequency | Annually |
| Inception Date | 02/29/2016 |
| Symbol | HEOIX |
| CUSIP | 41664T883 |
| Fund Number | 1913 |
Top Ten Holdings (%)
| label | percentageholding |
|---|---|
| Iberdrola S.A. | 3.87 |
| Waste Management, Inc. | 3.39 |
| First Solar, Inc. | 3.32 |
| Clean Harbors, Inc. | 3.23 |
| Hannon Armstrong Sustainable Infrastructure Capital, Inc. | 3.22 |
| Cie de Saint-Gobain | 3.18 |
| Avangrid, Inc. | 2.95 |
| Itron, Inc. | 2.90 |
| Xylem, Inc. | 2.81 |
| Deere & Co. | 2.74 |
| Total Portfolio % | 31.61 |
| label | percentageholding |
|---|---|
| Iberdrola S.A. | 3.95 |
| Waste Management, Inc. | 3.47 |
| First Solar, Inc. | 3.45 |
| Hannon Armstrong Sustainable Infrastructure Capital, Inc. | 3.27 |
| Clean Harbors, Inc. | 3.20 |
| Avangrid, Inc. | 3.06 |
| Cie de Saint-Gobain | 2.97 |
| Green Plains, Inc. | 2.89 |
| Xylem, Inc. | 2.81 |
| Deere & Co. | 2.79 |
| Total Portfolio % | 31.86 |
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Fund LiteratureSelect All
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Fact Sheet03/31/2019 | pdfThis Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance. |
Commentary03/31/2019 | pdfCurrent 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 Prospectus03/01/2019 | pdfA concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.
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Pitchbook03/31/2019 | pdfThis Pitchbook reviews the Funds' investment approach, investment team, investment process, and general portfolio parameters.
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Semi Annual Report04/30/2018 | pdfA semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
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Statutory Prospectus03/01/2019 | pdfAn annual update on the Fund that includes information about the Fund’s investment manager, sub-adviser, and operations.
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Annual Report10/31/2018 | pdfAn annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
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SAI03/01/2019 | pdfA supplementary document to the Fund’s prospectus that includes additional information about the Fund and its operations.
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