HCVYX Mutual Fund

HCVYX Mutual Fund (The Hartford Conservative Allocation Fund Class Y) is managed by Hartford Funds with $1.2M in net assets. HCVYX expense ratio is 0.74%, holding 17 positions across various sectors. Inception date: 2024-10-25.

HCVYX performance shows a YTD return of 2.51%. The 1-year return is 4.33% and the 5-year return is 3.67%. HCVYX dividend yield stands at 3.40%.

HCVYX 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 HCVYX holdings, HCVYX sectors, or HCVYX dividends.

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