ITTAX Mutual Fund

ITTAX Mutual Fund (Hartford Multi-Asset Income Fund Class A) is managed by Hartford Funds with $427.3M in net assets. ITTAX expense ratio is 1.05%, holding 1480 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1996-07-22.

ITTAX performance shows a YTD return of 3.23%. The 1-year return is 5.87% and the 5-year return is 4.52%. ITTAX dividend yield stands at 6.22%, paid monthly.

ITTAX top holdings include Pimco Active Bond Exchange-Traded Fund Usetf 5.5% 13/08/2056 (4.2%), Future On E-Mini S&P 500 Futures 09/18/2026 (2.4%), United States Treasury Note/Bond 4.25% 08/15/2035 (1.9%), Us Treas Nts 4.25% 11/15/34 (1.7%), Treasury Bill Aug 25, 2026 (1.4%). Go to all ITTAX holdings, ITTAX sectors, or ITTAX dividends.

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