About HCVIX
Hartford Conservative Allocation Fund Class I is a mutual fund designed as a fund-of-funds to pursue current income and long-term capital appreciation. It maintains a conservative target allocation of approximately 25% U.S. stocks, 10% international stocks, and 65% fixed income, with current holdings reflecting about 37% in equity funds and 63% in fixed income funds. The fund invests in a diversified mix of underlying Hartford Funds, including Hartford Core Bond ETF, Hartford World Bond Fund, Hartford Strategic Income ETF, Hartford Schroders Core Fixed Income Fund, Hartford Core Equity Fund, and others spanning U.S. and international equities, core bonds, world bonds, inflation-protected securities, and emerging market debt. Equity exposure emphasizes large-cap stocks across sectors like information technology, financials, health care, and consumer discretionary, while fixed income includes U.S. government securities, mortgage-backed securities, and investment-grade credit. Managed by experienced portfolio professionals at Hartford Funds Management Company, with strategies incorporating input from Wellington and Schroders, it serves investors seeking a balanced, multi-asset approach with a tilt toward income generation and moderate growth potential.
Fund Family Hartford Mutual Funds
Category Mix Tgt Alloc Con
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol HCVIX
Share Class Class I
Index Bloomberg U.S. Aggregate Bond TR
HCVIX had a total return of 9.78% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.93%.
