HCVAX Mutual Fund

HCVAX Mutual Fund (The Hartford Conservative Allocation Fund Class A) is managed by Hartford Funds with $119.2M in net assets. HCVAX expense ratio is 1.01%, holding 17 positions across various sectors. Inception date: 2004-05-28.

HCVAX performance shows a YTD return of 3.60%. The 1-year return is 8.99% and the 5-year return is 3.57%. HCVAX dividend yield stands at 3.07%, paid annually.

HCVAX top holdings include Hartford World Bond Fund (17.7%), Hartford Core Bond ETF (17.3%), Hartford Strategic Income Etf (11.6%), City Of New York Ny 5 08/01/2045 (11.1%), Hartford Core Equity Fund (9.7%). Go to all HCVAX holdings, HCVAX sectors, or HCVAX dividends.

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