About HCVSX
Hartford Conservative Allocation Fund Class R4 is a mutual fund designed to provide current income and long-term capital appreciation through a diversified, multi-asset approach. Structured as a fund-of-funds, it primarily allocates approximately 65% of its assets to fixed income securities, 25% to U.S. equities, and 10% to international equities, enabling broad exposure across both domestic and global markets. The fund invests in a combination of affiliated Hartford-managed mutual funds and ETFs, drawing on the expertise of leading portfolio managers and global research teams from firms such as Wellington and Schroders.
This fund targets a moderately conservative investment profile, making it notable for its focus on capital preservation and risk management while still pursuing growth opportunities across sectors like information technology, financials, and healthcare. Its fixed income allocation is diversified among U.S. government bonds, mortgage-backed securities, emerging market debt, and other credit instruments, providing stability and income potential. Hartford Conservative Allocation Fund Class R4 holds a significant role for investors seeking balanced exposure to both bonds and equities within a single product, and its portfolio management is supported by the full resources of Hartford Funds Management Company.
Fund Family Hartford Mutual Funds
Category Mix Tgt Alloc Con
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol HCVSX
Share Class Class R4
Index Bloomberg U.S. Aggregate Bond TR
HCVSX had a total return of 4.72% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.79%.
