HCKIX : Hartford Checks and Balances Fund Class I

HCKIX is a Allocation Market All-In-One with LOW fees.


Hartford Checks and Balances Fund Class I

FI Score

80 /100

Expense Ratio Rating

10 /10

Expense Rating

9 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

80% FI Score
  • hckix
  • Mutual Fund
  • Allocation
  • All-In-One

Hartford Checks and Balances Fund Class I

Expenses: 0.13% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation and income. The fund invests in a combination of Hartford Funds ("underlying funds"): the Hartford Capital Appreciation Fund, which invests primarily in stocks selected on the basis of potential for capital appreciation; the Hartford Dividend and Growth Fund, which invests primarily in a portfolio of equity securities that typically have above average dividend yields; and the Hartford Total Return Bond ETF, which under normal circumstances invests at least 80% of its net assets in bonds.

Largest Holdings

Amount Holding
33.72% Hartford Capital Appreciation F
33.59% Hartford Dividend and Growth F
32.39% Hartford Total Return Bond ETF

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs up duo