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 (10), James S. Glendon (4) | |||
| 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 | 2.00% | |||
| Dividend | HCKAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.62% | |||
| Asset Allocation | HCKAX-NASDAQ | Click to Compare |
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| Cash | 1.36% | |||
| Stock | 65.11% | |||
| U.S. Stock | 60.51% | |||
| Non-U.S. Stock | 4.60% | |||
| Bond | 33.42% | |||
| U.S. Bond | 32.71% | |||
| Non-U.S. Bond | 0.71% | |||
| Preferred | 0.01% | |||
| Convertible | 0.01% | |||
| Other Net | 0.09% | |||
| Price History | HCKAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.18% | |||
| 30-Day Total Return | -2.98% | |||
| 60-Day Total Return | -3.35% | |||
| 90-Day Total Return | -2.51% | |||
| Year to Date Total Return | -2.32% | |||
| 1-Year Total Return | 12.18% | |||
| 2-Year Total Return | 16.28% | |||
| 3-Year Total Return | 32.36% | |||
| 5-Year Total Return | 29.48% | |||
| 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 | $10.10 | |||
| 1-Month Low NAV | $9.86 | |||
| 1-Month High NAV | $10.49 | |||
| 52-Week Low NAV | $9.14 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $11.11 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | HCKAX-NASDAQ | Click to Compare |
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| Beta | 0.68 | |||
| Standard Deviation | 9.03 | |||
| Balance Sheet | HCKAX-NASDAQ | Click to Compare |
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| Total Assets | 1.29B | |||
| 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% | |||