Morningstar

Hartford Schroders Tax-Aware Bond Fund Class A STWVX

Medalist Rating as of May 22, 2026 See Hartford Funds Investment Hub

Strategy

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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
STWTX	Hartford Schroders Tax-Aware Bond Fund Class I	Institutional	Open			Oct 3, 2011	$301.23M	0.490%	Above Average	$2,000	−$167.14M
HFKVX	Hartford Schroders Tax-Aware Bond Fund Class SDR	Institutional	Open			Oct 24, 2016	$29.47M	0.460%	Average	$5M	−$5.52M
HFKYX	Hartford Schroders Tax-Aware Bond Fund Class Y	Institutional	Open			Oct 24, 2016	$11,684.00	0.560%	Above Average	$250,000	$104.08
HFKFX	Hartford Schroders Tax-Aware Bond Fund Class F	Institutional	Open			Feb 28, 2017	$147.84M	0.460%	Average	$1M	−$78.51M
STWVX	Hartford Schroders Tax-Aware Bond Fund Class A	Front Load	Open			Dec 30, 2014	$69.38M	0.710%	Below Average	$2,000	−$24.32M
HFKCX	Hartford Schroders Tax-Aware Bond Fund Class C	Level Load	Open			Oct 24, 2016	$9.43M	1.590%	High	$2,000	−$1.87M

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