STWVX Mutual Fund

STWVX Mutual Fund (Hartford Schroders Tax-Aware Bond Fund (Class A)) is managed by Hartford Funds with $69.2M in net assets. STWVX expense ratio is 0.71%, holding 161 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2014-12-30.

STWVX performance shows a YTD return of -0.02%. The 1-year return is 4.62% and the 5-year return is 0.16%. STWVX dividend yield stands at 3.46%, paid monthly.

STWVX 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 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.