HCVTX Mutual Fund
HCVTX Mutual Fund
The Hartford Conservative Allocation Fund Class R5
HCVTX Mutual Fund Overview
HCVTX Mutual Fund (The Hartford Conservative Allocation Fund Class R5) is managed by Hartford Funds with $1.7M in net assets. HCVTX expense ratio is 0.75%, holding 17 positions across sectors including Unknown, Other. Inception date: 2006-12-22.
HCVTX performance shows a YTD return of 4.53%. The 1-year return is 10.39% and the 5-year return is 3.11%. HCVTX dividend yield stands at 2.82%, paid annually.
HCVTX 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%). View all HCVTX holdings, sector breakdown, or dividend history.
HCVTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HCVTX alternatives are available via the screener, along with tax-loss harvesting opportunities.