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Hartford Checks and Balances I HCKIX

Quantitative rating as of
  • NAV / 1-Day Return 9.09  /  0.00
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.140%
  • Expense Ratio 0.670%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.69%
  • Turnover 15%

Morningstar’s Analysis HCKIX

Will HCKIX outperform in future?

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

Summary

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A sound investment process and strong management team underpin Hartford Checks and Balances I's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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