HCVRX Mutual Fund

HCVRX Mutual Fund (The Hartford Conservative Allocation Fund Class R3) is managed by Hartford Funds with $574,272.92 in net assets. HCVRX expense ratio is 1.35%, holding 17 positions across various sectors. Inception date: 2006-12-22.

HCVRX performance shows a YTD return of 3.43%. The 1-year return is 8.58% and the 5-year return is 2.46%. HCVRX dividend yield stands at 2.77%, paid annually.

HCVRX top holdings include Hartford World Bond Fund (17.7%), Hartford Core Bond ETF (17.3%), Hartford Strategic Income Etf (11.6%), Hartford Schroders Core Fixed Income Fund (11.1%), Hartford Core Equity Fund (9.7%). Go to all HCVRX holdings, HCVRX sectors, or HCVRX dividends.

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