HFKVX Mutual Fund

HFKVX Mutual Fund (Hartford Schroders Tax-Aware Bond Fund Class SDR) is managed by Hartford Funds with $32.7M in net assets. HFKVX expense ratio is 0.46%, holding 170 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 6.05% and the 5-year return is 0.35%. HFKVX dividend yield stands at 3.77%, paid monthly.

HFKVX top holdings include Us Treasury N/B 4.13% 02/15/2036 4.13 (6.9%), Federal Home Loan Mortgage Corp. Multifamily Ml Certificates Series 2024-Ml23, Class Aus 4.56%, 04/25/42 (3.8%), Federal Home Loan Mtge Corp Mf Fedmfh 11/42 Adjustable Var 4.095 2042-11-25 (3.5%), Treasury Note (Otr) 3.88% Mar 31, 2031 (3.0%), Main Street Natural Gas Inc 5 05/01/2055 (2.2%). 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.