Fund Evaluator:
Hartford Climate Opportunities Y (HEOYX)
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Best Performing in Global Large-Stock Blend Over the Last Year
| 26.2% | Victory Cornerstone Equity (UCEQX) |
| 24.5% | Destinations Real Assets Z (DRAZX) |
| 23.8% | Victory Capital Growth (USCGX) |
| 23.7% | Destinations Real Assets I (DRAFX) |
| 23.7% | Victory World Equity (USAWX) |
Fund Details
Hartford Climate Opportunities Y Overview
Hartford Climate Opportunities Y (HEOYX) is an actively managed International Equity Global Large-Stock Blend fund. Hartford Mutual Funds launched the fund in 2016.
The investment seeks long-term capital appreciation. The fund seeks to achieve its objective by investing in securities of U.S. and foreign issuers, including non-dollar securities and securities of emerging market issuers. Under normal market conditions, the fund invests at least 80% of its assets in securities of issuers that seek opportunities to address or benefit from climate change, which include but are not limited to companies classified as promoting clean and/or efficient energy, sustainable transportation, water and/or resource management, companies exhibiting low-carbon leadership and businesses that service such companies.
About Hartford Climate Opportunities Y (HEOYX)
There are 4 members of the management team with an average tenure of 8.25 years: Simon Webber (2019), G. Thomas Levering (2016), Alan Hsu (2016), Isabella Hervey-Bathurst (2021). Management tenure is more important for actively managed funds than passive index funds.
The fund has 1 primary benchmark: MSCI ACWI NR USD index with a weighting of 100%. Hartford Climate Opportunities Y has 119 securities in its portfolio. The top 10 holdings constitute 19.4% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is considered to have an ESG focus with its investment selection and management.
Hartford Climate Opportunities Y is part of the Equity global asset class and is within the International Equity fund group. Hartford Climate Opportunities Y has 37.4% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 60.7%. There is 37.4% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Hartford Climate Opportunities Y has 1.9% of the portfolio in cash.
Assets Under Management
The fund has $6 million in total assets, which is below the $1 billion average for the Global Large-Stock Blend category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
HEOYX Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Hartford Climate Opportunities Y expense ratio is above average compared to funds in the Global Large-Stock Blend category. Hartford Climate Opportunities Y has an expense ratio of 0.79%, which is 25% lower than its category average, making the fund expense ratio grade a B. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. Hartford Climate Opportunities Y has a portfolio turnover rate of 61%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 43% for the Global Large-Stock Blend category.
Recently, in the month of July 2026, Hartford Climate Opportunities Y returned -5.3%, which earned it a grade of F, as the Global Large-Stock Blend category had an average return of 0.8%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.
Hartford Climate Opportunities Y has a trailing yield of 0.51%, which is below the 0.95% category average. The fund normally distributes its income annually and its capital gains annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
Hartford Climate Opportunities Y Grades
Year to date, the fund has returned 12.8%, 3.1 percentage points better than the category, which translates into a grade of B. The fund has returned 18.3% over the past year (grade of C), 11.9% over the past three years (grade of F) and 6.1% per year over the past five years (grade of F) and 10.9% per year over the past 10 years (grade of C).
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HEOYX Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| HEOYX Return (NAV) | -5.3% | -1.7% | 18.3% | 11.9% | 6.1% | 10.9% |
| HEOYX Grade | F | F | C | F | F | C |
| +/- Category | -6.1% | -5.4% | -0.6% | -3.5% | -2.8% | 0.2% |
| Global Large-Stock Blend Avg | 0.8% | 3.7% | 18.8% | 15.3% | 8.9% | 10.7% |
| HEOYX Tax Cost Ratio | na | na | 1.4% | 0.8% | 0.9% | 1.4% |
HEOYX Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| HEOYX Return (NAV) | 12.8% | 18.8% | 6.7% | 11.5% | -18.3% | 14.8% | 41.3% | 34.0% | -17.6% | 21.9% | na |
| HEOYX Grade | B | D | F | F | D | D | A | A | F | D | na |
| +/- Category | 3.1% | -1.2% | -6.4% | -7.3% | -2.0% | -2.7% | 26.7% | 8.1% | -7.2% | -1.1% | na |
| Global Large-Stock Blend Avg | 9.8% | 20.1% | 13.2% | 18.8% | -16.2% | 17.5% | 14.6% | 25.9% | -10.4% | 23.0% | 6.6% |
| Risk Measures | |
| Standard Deviation: | 16.8% |
| Total Risk Index: | 1.37 - High |
| Category Risk Index: | 1.36 - High |
| Category Risk Grade: | F (102% Rank) |
| Beta: | 1.20 |
| R-Squared: | 82% |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Large-Cap Blend |
| Bond Investment Style: | na |
| Yield: | 0.5% |
| Dividend Distribution: | Annually |
| Cap Gains Distribution: | Annually |
| Total Assets: | $120 Mil |
| Fund Total Assets: | $ 7 Mil |
| Share Class Type: | Inst |
| Portfolio Turnover: | 61% |
Management Team
| Number of Managers: 4 | |||
| Longest Tenure: 10.4 years | |||
| Average Tenure: 8.2 years | |||
| Managers (Year): Levering G. Thomas (2016), Hsu Alan (2016), Webber Simon (2019), Hervey-Bathurst Isabella (2021) | |||
Portfolio Composition (as of 6/30/26)
| # of Holdings: | 119 |
| % in Top 10 Holdings: | 19.4% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 37.4% |
Portfolio Allocation |
|
| Domestic Stock: | 60.7% |
| Foreign Stock: | 37.4% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 1.9% |
Purchase Information
| Fund Family: | Hartford Mutual Funds |
| Phone Number: | 888-843-7824 |
| Website: | www.hartfordfunds.com |
| Status: | Open |
| Inception Date: | February 29, 2016 |
| Min. Initial Purchase: | $250,000 |
| Min. Initial IRA Purchase: | $ 0 |
| True No-Load: | Yes |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 0.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | na |
Expenses and Fees | |
| Expense Ratio (%): | 0.79% ( Rating : Above Avg ) |
| Category Average Expense Ratio (%): | 1.05% |
| Share Class: | Hartford Climate Opportunities Y |
| Min. Subsequent Purchase: | $ 0 |
| Min. Subsequent IRA Purchase: | $ 0 |
