Hartford Climate Opportunities Fund , Class A
HEOMX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 690 Lee Road Wayne PA United States of America 19087
- IPO Date
- Mar 1, 2016
- CIK
- 0001006415
- Website
- hartfordfunds.com
- Similar Companies
- Business
- Hartford Climate Opportunities Fund (Class A; Ticker: HEOMX) is an open-end equity mutual fund that seeks long-term capital appreciation by investing at least 80% of its assets in securities of issuers positioned to address or benefit from climate change mitigation and adaptation efforts; this includes equity securities and equity-related investments such as common stocks, preferred stocks, convertible securities, and warrants of U.S. and non-U.S. companies across all market capitalizations, with a focus on global large-cap blend opportunities in sectors like industrials, technology, consumer cyclical, utilities, and financial services. The fund employs a multi-manager approach, with portions independently managed by Wellington Management Company LLP and sub-advisers Schroder Investment Management North America Inc. and Schroder Investment Management North America Ltd., utilizing complementary investment styles supported by their respective firms' resources. It maintains a diversified portfolio with approximately 99% in equities (64% U.S. stocks, 34% non-U.S. stocks, 1% cash), turnover of 108%, and top holdings including Alphabet Inc., Microsoft Corp., Infineon Technologies AG, Hitachi Ltd., and Amazon.com Inc. Launched on February 29, 2016, the fund is managed by Hartford Funds Management Company, LLC, a subsidiary of The Hartford Financial Services Group, Inc., with headquarters in Wayne, Pennsylvania; it is domiciled in the United States and available for sale primarily to U.S. investors through various share classes. Geographically, the fund invests globally, with significant exposure to the United States (64%), Eurozone (14%), Europe ex-Euro (6%), Japan (5%), and emerging Asia (3%), targeting companies driving positive environmental change amid climate opportunities. In a key development effective November 8, 2019, the fund added Schroder Investment Management North America Inc. as sub-adviser and Schroder Investment Management North America Ltd. as sub-sub-adviser, enhancing its multi-manager structure; this remains the most recent major strategic change disclosed, with no subsequent acquisitions, funding rounds, new product launches, or reorganizations noted in the past 1-2 years. Previously known as Hartford Environmental Opportunities Fund, it was renamed to reflect its sharpened climate focus. The fund operates within the Morningstar Global Large-Stock Blend category, with total net assets of approximately $122 million and Class A share class size of $39 million as of late 2025.