About HCVAX
Hartford Conservative Allocation Fund Class A is a mutual fund that operates as a fund-of-funds, seeking current income and long-term capital appreciation through a diversified portfolio. It generally targets an allocation of approximately 25% to US stocks, 10% to international stocks, and 65% to fixed income, providing a conservative approach suitable for the global moderately conservative allocation category. The fund invests in a selection of underlying Hartford Funds, including Hartford Core Bond ETF, Hartford World Bond Fund, Hartford Schroders Core Fixed Income Fund, Hartford Strategic Income ETF, and Hartford Core Equity Fund, among others, which together offer exposure to equities across sectors like information technology, financials, and health care, as well as fixed income segments such as US government securities, mortgage-backed securities, and emerging market debt. Managed by experienced portfolio professionals from Hartford Funds Management Company, with strategies incorporating input from renowned sub-advisers Wellington and Schroders, it emphasizes a blend of proprietary research, fundamental analysis, and long-term thinking. This structure allows investors access to a broad, multi-asset portfolio managed collectively for balanced risk and return characteristics in the financial markets.
Fund Family Hartford Mutual Funds
Category Mix Tgt Alloc Con
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol HCVAX
Share Class Class A
Index Bloomberg U.S. Aggregate Bond TR
HCVAX had a total return of 8.72% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.38%.
