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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 9/30/2018)
Average Annual Total Returns % (as of 9/30/2018)
Hartford Environmental Opportunities  I -4.09 -1.74 --- --- --- 12.42
Benchmark 3.83 9.77 --- --- --- ---
Morningstar World Small/Mid Stock Category 2.26 7.32 --- --- --- ---
Performance (%)
% (as of 9/30/2018)
Average Annual Total Returns % (as of 9/30/2018)
Hartford Environmental Opportunities  I -4.09 -1.74 --- --- --- 12.42
Benchmark 3.83 9.77 --- --- --- ---
Morningstar World Small/Mid Stock Category 2.26 7.32 --- --- --- ---
SI = Since Inception. Fund Inception: 02/29/2016
Operating Expenses:   Net  0.90% |  Gross  1.35%

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 9/30/2018
Net Assets $32 million
# of Holdings 42
% in Equities 98
% in Foreign Equities 39
Turnover (9/30/2018) 43%
Dividend Frequency Annually
Fund Essentials
Inception Date 02/29/2016
Symbol HEOIX
CUSIP 41664T883
Fund Number 1913

Top Ten Holdings (%)

(as of 9/30/2018)
label percentageholding
Itron, Inc. 4.03
Clean Harbors, Inc. 3.58
Edison International 3.43
China Longyuan Power Group Corp. Ltd. 3.42
Green Plains, Inc. 3.20
Iberdrola S.A. 3.13
First Solar, Inc. 3.11
Avangrid, Inc. 3.03
Waste Management, Inc. 2.92
Cie de Saint-Gobain 2.91
Total Portfolio % 32.76
(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



Client Conversations: When Will the Good Times End? 

Wed Aug 22 10:00:00 EDT 2018
Congrats, bull market. You’re the longest in US history. But you can’t run forever.

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.

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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Important Risks: 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.