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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

Portfolio managers are supported by the full resources of Wellington Management

Performance

Performance (%)
% (as of 12/31/2017)
Average Annual Total Returns % (as of 12/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Environmental Opportunities  I 21.88 21.88 --- --- --- 20.61
Benchmark 23.97 23.97 --- --- --- ---
Morningstar World Small/Mid Stock Category 25.79 25.79 --- --- --- ---
Performance (%)
% (as of 12/31/2017)
Average Annual Total Returns % (as of 12/31/2017)
YTD 1YR 3YR 5YR 10YR SI
Hartford Environmental Opportunities  I 21.88 21.88 --- --- --- 20.61
Benchmark 23.97 23.97 --- --- --- ---
Morningstar World Small/Mid Stock Category 25.79 25.79 --- --- --- ---
SI = Since Inception. Fund Inception: 02/29/2016
Operating Expenses:   Net  1.06% |  Gross  1.21%

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.

Statistics
As of Date 12/31/2017
Net Assets $39 million
Dividend Frequency ---
Fund Essentials
Inception Date 02/29/2016
Symbol HEOIX
CUSIP 41664T883
Fund Number 1913

Top Ten Holdings (%)

(as of 12/31/2017)
label percentageholding
Itron, Inc. 3.69
Iberdrola S.A. 3.12
Avangrid, Inc. 3.08
China Longyuan Power Group Corp. Ltd. 2.82
NRG Yield, Inc. 2.80
NextEra Energy, Inc. 2.78
Cie de Saint-Gobain 2.71
Waste Management, Inc. 2.64
Clean Harbors, Inc. 2.63
Mueller Water Products, Inc. 2.59
Total Portfolio % 28.86
(as of 9/30/2017)
label percentageholding
Itron, Inc. 4.33
Iberdrola S.A. 3.19
Avangrid, Inc. 3.16
China Longyuan Power Group Corp. Ltd. 3.07
Cie de Saint-Gobain 3.01
Clean Harbors, Inc. 2.78
Kyudenko Corp. 2.74
Mueller Water Products, Inc. 2.72
NextEra Energy, Inc. 2.71
Innogy SE 2.62
Total Portfolio % 30.33

Insights

pdf

A Reboot for International Equities 

Sun Oct 01 12:42:00 EDT 2017
Much like popular film franchises often are restarted to renewed popularity, interest in international investing may be poised to be rekindled.
pdf

Wellington Management’s ESG Integration Philosophy  

Tue Aug 15 11:38:00 EDT 2017
Wellington Management lays out its ESG integration approach.
pdf

Understanding Water: Where the Investment Risks and Opportunities Are 

Fri Jul 14 11:38:00 EDT 2017
The world's water problems are many. As the need to address these issues grows, so does the investable water market.

Literature

Fund Literature

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Fact Sheet

09/30/2017 | pdf
Get FINRA Letter

Max 100

Commentary

09/30/2017 | pdf

Max 100

Summary Prospectus

03/01/2017 | pdf

Available For
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Pitchbook

09/30/2017 | pdf

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Semi Annual Report

04/30/2017 | pdf

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Statutory Prospectus

03/01/2017 | pdf

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Annual Report

10/31/2017 | pdf

Available For
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Max 25

SAI

03/01/2017 | pdf

Available For
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A WORD ABOUT RISK

 

All investments are subject to risk, including the possible loss of principal. There is no guarantee the Fund will achieve its stated objective. The Fund's share price may fluctuate due to market risk and/or security selections that may underperform the market or relevant benchmarks. Foreign investments can be riskier and more volatile than U.S. investments due to the adverse effects of currency exchange rates, differences in market structure and liquidity, as well as political and economic developments in foreign countries and regions (e.g., "Brexit"). These risks are generally greater for investments in emerging markets. Small- and mid-cap securities can have greater risk 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.

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