HFKVX Mutual Fund

HFKVX Mutual Fund (Hartford Schroders Tax-Aware Bond Fund Class SDR) is managed by Hartford Funds with $29.6M in net assets. HFKVX expense ratio is 0.46%, holding 154 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2016-10-24.

HFKVX performance shows a YTD return of -0.69%. The 1-year return is -0.72% and the 5-year return is 0.42%. HFKVX dividend yield stands at 3.49%, paid monthly.

HFKVX top holdings include United States Treasury Bill 05/13/2027 (6.5%), Us Treasury N/B 4.375 5/15/2036 (5.5%), Federal Home Loan Mortgage Corp. Multifamily Ml Certificates Series 2024-Ml23, Class Aus 4.56%, 04/25/42 (4.2%), Federal Home Loan Mtge Corp Mf Fedmfh 11/42 Adjustable Var 4.095 2042-11-25 (3.7%), United States Treasury Note/Bond 3.875 03/31/2031 (2.9%). 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.