Skip to Content
Morningstar

Hartford Checks and Balances R3 HCKRX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 9.44  /  −0.84 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.40%
  • Turnover 9%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:52 PM GMT+0

Morningstar’s Analysis HCKRX

Will HCKRX outperform in 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 HCKRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Hartford Checks and Balances R3'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.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HCKRX

More HCKRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hartford Capital Appreciation F

33.44 465.1 Mil
—

Hartford Dividend and Growth F

33.42 464.8 Mil
—

Hartford Total Return Bond ETF

32.83 456.6 Mil
—

BlackRock Liquidity FedFund Instl

0.30 4.2 Mil
Cash and Equivalents