STWTX Mutual Fund

STWTX Mutual Fund (Hartford Schroders Tax-Aware Bond Fund Class I) is managed by Hartford Funds with $267.5M in net assets. STWTX expense ratio is 0.49%, holding 154 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2011-10-03.

STWTX performance shows a YTD return of -0.72%. The 1-year return is -0.75% and the 5-year return is 0.38%. STWTX dividend yield stands at 3.46%, paid monthly.

STWTX 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 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.