C
Hartford Checks and Balances Fund Class C HCKCX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings HCKCX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info HCKCX-NASDAQ Click to
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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 HCKCX-NASDAQ Click to
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Fund Name Hartford Checks and Balances Fund Class C
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 --
Back End Fee 0.01
Dividends and Shares HCKCX-NASDAQ Click to
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Dividend Yield 1.20%
Dividend HCKCX-NASDAQ Click to
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Dividend Yield (Forward) 1.62%
Asset Allocation HCKCX-NASDAQ Click to
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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 HCKCX-NASDAQ Click to
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7-Day Total Return 1.27%
30-Day Total Return -3.02%
60-Day Total Return -3.49%
90-Day Total Return -2.74%
Year to Date Total Return -2.55%
1-Year Total Return 11.36%
2-Year Total Return 14.52%
3-Year Total Return 29.45%
5-Year Total Return 24.59%
Price HCKCX-NASDAQ Click to
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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 HCKCX-NASDAQ Click to
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Nav $10.03
1-Month Low NAV $9.79
1-Month High NAV $10.39
52-Week Low NAV $9.08
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $11.02
52-Week High Price (Date) Dec 11, 2025
Beta / Standard Deviation HCKCX-NASDAQ Click to
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Beta 0.66
Standard Deviation 8.44
Balance Sheet HCKCX-NASDAQ Click to
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Total Assets 1.37B
Operating Ratios HCKCX-NASDAQ Click to
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Expense Ratio 1.71%
Turnover Ratio 7.00%
Performance HCKCX-NASDAQ Click to
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Last Bull Market Total Return 12.57%
Last Bear Market Total Return -11.58%