About HCVFX
Hartford Conservative Allocation Fund Class F is a mutual fund structured as a fund-of-funds, aiming to provide current income alongside long-term capital appreciation. Its primary function is to offer a balanced investment approach by allocating the majority of assets—typically around 60–65%—to fixed income funds, with the remainder invested in equity funds, including both U.S. and international strategies. The fund invests across a diversified mix of Hartford-sponsored mutual funds and ETFs, prominently featuring holdings such as the Hartford Core Bond ETF, Hartford World Bond Fund, and Hartford Core Equity Fund. This conservative allocation is designed for investors seeking stability and income generation while maintaining exposure to potential growth from equities. The fund reflects a moderately conservative risk profile and is managed by an experienced team that strategically adjusts allocations in response to market conditions. With semi-annual dividend distributions, a focus on investment-grade bonds, and broad sector diversification, the Hartford Conservative Allocation Fund Class F serves as a steady, diversified component within the broader asset allocation landscape, targeting those who value capital preservation with measured participation in equity market gains.
Fund Family Hartford Mutual Funds
Category Mix Tgt Alloc Con
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol HCVFX
Share Class Class F
Index Bloomberg U.S. Aggregate Bond TR
HCVFX had a total return of 10.60% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.85%.
