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Hartford Checks and Balances C HCKCX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 9.78  /  −0.31 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.700%
  • Expense Ratio 1.700%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.03%
  • Turnover 9%

USD | NAV as of May 28, 2024 | 1-Day Return as of May 28, 2024, 10:18 PM GMT+0

Morningstar’s Analysis HCKCX

Will HCKCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Hartford Checks and Balances C's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings HCKCX

  • 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 Total Return Bond ETF

33.38 451.9 Mil

Hartford Dividend and Growth F

33.25 450.3 Mil

Hartford Capital Appreciation F

33.17 449.2 Mil

BlackRock Liquidity FedFund Instl

0.20 2.7 Mil
Cash and Equivalents