STWVX Mutual Fund

STWVX Mutual Fund (Hartford Schroders Tax-Aware Bond Fund (Class A)) is managed by Hartford Funds with $67.1M in net assets. STWVX expense ratio is 0.71%, holding 154 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2014-12-30.

STWVX performance shows a YTD return of -0.82%. The 1-year return is -0.90% and the 5-year return is 0.17%. STWVX dividend yield stands at 3.21%, paid monthly.

STWVX 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 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.