Hartford Checks and Balances Fund Class A
HCKAX
NASDAQ
| Weiss Ratings | HCKAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | HCKAX-NASDAQ | Click to Compare |
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| Provider | Hartford Mutual Funds | |||
| Manager/Tenure (Years) | Vernon J. Meyer (18), Allison Mortensen (9), James S. Glendon (3) | |||
| Website | http://www.hartfordfunds.com | |||
| Fund Information | HCKAX-NASDAQ | Click to Compare |
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| Fund Name | Hartford Checks and Balances Fund Class A | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | May 31, 2007 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | HCKAX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.05% | |||
| Dividend | HCKAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.09% | |||
| Asset Allocation | HCKAX-NASDAQ | Click to Compare |
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| Cash | 1.48% | |||
| Stock | 65.69% | |||
| U.S. Stock | 59.88% | |||
| Non-U.S. Stock | 5.81% | |||
| Bond | 32.75% | |||
| U.S. Bond | 29.66% | |||
| Non-U.S. Bond | 3.09% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.09% | |||
| Price History | HCKAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.88% | |||
| 30-Day Total Return | 2.79% | |||
| 60-Day Total Return | 5.76% | |||
| 90-Day Total Return | 4.68% | |||
| Year to Date Total Return | 3.12% | |||
| 1-Year Total Return | 7.87% | |||
| 2-Year Total Return | 22.57% | |||
| 3-Year Total Return | 32.48% | |||
| 5-Year Total Return | 52.39% | |||
| Price | HCKAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | HCKAX-NASDAQ | Click to Compare |
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| Nav | $10.28 | |||
| 1-Month Low NAV | $10.00 | |||
| 1-Month High NAV | $10.30 | |||
| 52-Week Low NAV | $9.14 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $10.68 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | HCKAX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 12.20 | |||
| Balance Sheet | HCKAX-NASDAQ | Click to Compare |
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| Total Assets | 1.34B | |||
| Operating Ratios | HCKAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.92% | |||
| Turnover Ratio | 7.00% | |||
| Performance | HCKAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.14% | |||
| Last Bear Market Total Return | -11.41% | |||