STWVX Mutual Fund

STWVX Mutual Fund (Hartford Schroders Tax-Aware Bond Fund (Class A)) is managed by Hartford Funds with $75.8M in net assets. STWVX expense ratio is 0.71%, holding 170 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2014-12-30.

STWVX performance shows a YTD return of 0.00%. The 1-year return is 5.84% and the 5-year return is 0.11%. STWVX dividend yield stands at 3.47%, paid monthly.

STWVX 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 STWVX holdings, STWVX sectors, or STWVX dividends.

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