HFKVX Mutual Fund

HFKVX Mutual Fund (Hartford Schroders Tax-Aware Bond Fund Class SDR) is managed by Hartford Funds with $30.8M in net assets. HFKVX expense ratio is 0.46%, holding 161 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2016-10-24.

HFKVX performance shows a YTD return of 0.06%. The 1-year return is 4.94% and the 5-year return is 0.39%. HFKVX dividend yield stands at 3.76%, paid monthly.

HFKVX top holdings include United States Treasury Bill 05/13/2027 (6.9%), Us Treasury N/B 4.375 5/15/2036 (5.4%), Federal Home Loan Mortgage Corp. Multifamily Ml Certificates Series 2024-Ml23, Class Aus 4.56%, 04/25/42 (4.1%), Federal Home Loan Mtge Corp Mf Fedmfh 11/42 Adjustable Var 4.095 2042-11-25 (3.6%), Treasury Note (3.6%). Go to all HFKVX holdings, HFKVX sectors, or HFKVX dividends.

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