Hartford Checks and Balances Fund Class R3
HCKRX
NASDAQ
| Weiss Ratings | HCKRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | HCKRX-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 | HCKRX-NASDAQ | Click to Compare |
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| Fund Name | Hartford Checks and Balances Fund Class R3 | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Aug 29, 2008 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | HCKRX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.64% | |||
| Dividend | HCKRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.62% | |||
| Asset Allocation | HCKRX-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 | HCKRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.19% | |||
| 30-Day Total Return | -2.99% | |||
| 60-Day Total Return | -3.45% | |||
| 90-Day Total Return | -2.61% | |||
| Year to Date Total Return | -2.42% | |||
| 1-Year Total Return | 11.84% | |||
| 2-Year Total Return | 15.51% | |||
| 3-Year Total Return | 30.97% | |||
| 5-Year Total Return | 27.11% | |||
| Price | HCKRX-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 | HCKRX-NASDAQ | Click to Compare |
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| Nav | $10.04 | |||
| 1-Month Low NAV | $9.80 | |||
| 1-Month High NAV | $10.42 | |||
| 52-Week Low NAV | $9.09 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $11.04 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | HCKRX-NASDAQ | Click to Compare |
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| Beta | 0.68 | |||
| Standard Deviation | 9.02 | |||
| Balance Sheet | HCKRX-NASDAQ | Click to Compare |
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| Total Assets | 1.29B | |||
| Operating Ratios | HCKRX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.30% | |||
| Turnover Ratio | 7.00% | |||
| Performance | HCKRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.79% | |||
| Last Bear Market Total Return | -11.54% | |||