HCVYX Mutual Fund
HCVYX Mutual Fund
HCVYX Mutual Fund
The Hartford Conservative Allocation Fund Class Y
HCVYX Mutual Fund Overview
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 3.77%. The 1-year return is 9.30% and the 5-year return is 3.67%. HCVYX dividend yield stands at 3.36%, paid annually.
HCVYX 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 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.