STWTX Mutual Fund

STWTX Mutual Fund (Hartford Schroders Tax-Aware Bond Fund Class I) is managed by Hartford Funds with $340.7M in net assets. STWTX expense ratio is 0.49%, holding 170 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2011-10-03.

STWTX performance shows a YTD return of 0.04%. The 1-year return is 6.01% and the 5-year return is 0.33%. STWTX dividend yield stands at 3.73%, paid monthly.

STWTX 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 STWTX holdings, STWTX sectors, or STWTX dividends.

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