Hartford Checks and Balances C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Hartford Checks and Balances Fund Class C HCKCX
- NAV / 1-Day Return 10.73 / −1.56 %
- Total Assets 1.4B
-
Adj. Expense Ratio
1.710%
- Expense Ratio 1.170%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Moderate Allocation
- Investment Style Large Value
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.11%
- Turnover 17%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:14 AM GMT+0
Morningstar’s Analysis HCKCX
Will HCKCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the HCKCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of HCKCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Hartford Dividend and Growth F | 33.90 | 459M | — |
Hartford Capital Appreciation F | 33.43 | 452M | — |
Hartford Total Return Bond ETF | 32.47 | 439M | — |
Usd | 0.20 | 3M | Cash and Equivalents |
United States