Morningstar

Hartford Checks and Balances Fund Class F HCKFX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 11.01  /  +0.09 %
  • Total Assets 1.4B
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.040%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.16%
  • Turnover 17%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:41 AM GMT+0

Morningstar’s Analysis HCKFX

Will HCKFX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HCKFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HCKFX 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 HCKFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Checks and Balances F holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HCKFX

More HCKFX Holdings
  • 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 Capital Appreciation F

33.47 463M
—

Hartford Dividend and Growth F

33.37 461M
—

Hartford Total Return Bond ETF

32.97 456M
—

Usd

0.19 3M
Cash and Equivalents

Sponsor Center