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.
- NAV / 1-Day Return 8.97 / 0.88 %
- Total Assets 1.4 Bil
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Adj. Expense Ratio
- 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
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