HCVTX Mutual Fund

HCVTX Mutual Fund (The Hartford Conservative Allocation Fund Class R5) is managed by Hartford Funds with $1.5M in net assets. HCVTX expense ratio is 0.75%, holding 17 positions across various sectors. Inception date: 2006-12-22.

HCVTX performance shows a YTD return of 2.51%. The 1-year return is 4.34% and the 5-year return is 3.87%. HCVTX dividend yield stands at 3.40%.

HCVTX top holdings include Hartford Core Bond ETF (19.5%), Hartford World Bond Fund (15.2%), Hartford Strategic Income Etf (11.3%), Hartford Schroders Sustainable Core Bond Fund Share Class - F (HSSFX) (11.1%), Hartford Core Equity Fund (9.9%). Go to all HCVTX holdings, HCVTX sectors, or HCVTX dividends.

HCVTX can be compared against other funds. Use HCVTX overlap to find shared positions, or HCVTX vs another fund for a side-by-side view. HCVTX alternatives are available via the screener, along with tax-loss harvesting opportunities.