HCVTX Mutual Fund

HCVTX Mutual Fund (The Hartford Conservative Allocation Fund Class R5) is managed by Hartford Funds with $1.8M 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 3.69%. The 1-year return is 9.23% and the 5-year return is 3.82%. HCVTX dividend yield stands at 3.37%, 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%). 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.