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Hartford Checks and Balances R5 HCKTX

Quantitative rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 8.97  /  0.88 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.160%
  • Expense Ratio 0.690%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.65%
  • Turnover 15%

Morningstar’s Analysis HCKTX

Will HCKTX outperform in future?

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

Summary

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A strong management team and sound investment process underpin Hartford Checks and Balances R5's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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