STWTX : Hartford Schroders Tax-Aware Bond Fund Class I

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

STWTX

Hartford Schroders Tax-Aware Bond Fund Class I

FI Score

58 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

3 /10

Category Score

10 /10

Market Size

3 /10

58% FI Score
  • stwtx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Hartford Schroders Tax-Aware Bond Fund Class I

Expenses: 0.48% (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%

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