HFKVX : Hartford Schroders Tax-Aware Bond Fund Class SDR

HFKVX is a Bond Market Total US Bond Market with LOW fees.

HFKVX

Hartford Schroders Tax-Aware Bond Fund Class SDR

FI Score

59 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

3 /10

Category Score

10 /10

Market Size

3 /10

59% FI Score
  • hfkvx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Hartford Schroders Tax-Aware Bond Fund Class SDR

Expenses: 0.46% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks total return on an after-tax basis. The fund seeks to achieve its investment objective by investing in a diversified portfolio of fixed income debt instruments of varying maturities. Under normal circumstances, it invests at least 80% of its assets in U.S. dollar-denominated, investment-grade fixed income debt instruments.

Largest Holdings

Amount Holding
2.83% CURATORS UNIV MO SYS FACS REV 5%
2.37% MASSACHUSETTS ST HEALTH & EDL FACS AUTH REV 0.2%
2.16% National Bank of Canada 2.1%
2.05% Exxon Mobil Corporation 2.61%
2.01% ILLINOIS HSG DEV AUTH REV 3.75%
2.00% Truist Bank Global 1.25%
1.99% Oracle Corporation 2.8%
1.89% RHODE ISLAND HSG & MTG FIN CORP 3.75%
1.81% PATRIOTS ENERGY GROUP FING AGY S C GAS SUPPLY REV 4%
1.80% KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV 4%
1.73% PORTLAND ORE WTR SYS REV 5%
1.72% KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV 4%
1.69% UNIVERSITY MASS BLDG AUTH PROJ REV 0.22%
1.69% MAIN STR NAT GAS INC GA GAS SUPPLY REV 4%
1.67% JPMorgan Chase & Co. 2%
1.63% DISTRICT COLUMBIA WTR & SWR AUTH PUB UTIL REV 5%
1.57% The Toronto-Dominion Bank 2.65%
1.38% JPMorgan Chase & Co. 2.08%
1.33% VIRGINIA SMALL BUSINESS FING AUTH HOSP REV 0.25%
1.26% PERALTA CALIF CMNTY COLLEGE DIST 5%
1.26% Royal Bank of Canada 2.8%
1.24% CVS Health Corp 3.75%
1.23% Truist Financial Corporation 2.2%
1.14% MORENO VALLEY CALIF UNI SCH DIST 0%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo