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Hartford Environmental Opportunities Fund

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Objective

Seeks long-term capital appreciation.

Overview

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

Performance (%)
% (as of 6/30/2019)
Average Annual Total Returns % (as of 6/30/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Environmental Opportunities  I 20.19 6.30 7.48 --- --- 10.54
Benchmark 16.23 5.74 11.62 --- --- ---
Morningstar World Small/Mid Stock Category 16.82 -0.20 10.66 --- --- ---
Performance (%)
% (as of 6/30/2019)
Average Annual Total Returns % (as of 6/30/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Environmental Opportunities  I 20.19 6.30 7.48 --- --- 10.54
Benchmark 16.23 5.74 11.62 --- --- ---
Morningstar World Small/Mid Stock Category 16.82 -0.20 10.66 --- --- ---
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.

Allocations, exposures and holdings are subject to change. Percentages may be rounded.
Statistics
As of Date 6/30/2019
Net Assets $17 million
# of Holdings 43
% in Equities 98
% in Foreign Equities 44
Turnover (6/30/2019) 41%
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 6/30/2019)
label percentageholding
Iberdrola S.A. 4.19
Waste Management, Inc. 3.60
First Solar, Inc. 3.53
Hannon Armstrong Sustainable Infrastructure Capital, Inc. 3.37
Itron, Inc. 3.34
Cie de Saint-Gobain 2.99
Clean Harbors, Inc. 2.98
Avangrid, Inc. 2.88
Trimble, Inc. 2.85
Xylem, Inc. 2.78
Total Portfolio % 32.51
(as of 3/31/2019)
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

Insights

pdf

2Q19 Multi-Asset Outlook: What's Really Changed? 

04/15/2019
The big question now is how much higher markets can climb on the back of easier policy given that economic fundamentals continue to deteriorate.
pdf

Brewing Storm: Are Investors Discounting Climate Risks and Opportunities? 

05/15/2018
Potential climate risks can create meaningful financial risks that may spell opportunity for investors.

Literature

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pdf

Fact Sheet

06/30/2019 | 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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Commentary

03/31/2019 | 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.

Pitchbook

03/31/2019 | pdf

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

Semi Annual Report

04/30/2019 | 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.

SAI

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.
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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