HCKTX : Hartford Checks and Balances Fund Class R5

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


Hartford Checks and Balances Fund Class R5

FI Score

79 /100

Expense Ratio Rating

10 /10

Expense Rating

8 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

79% FI Score
  • hcktx
  • Mutual Fund
  • Allocation
  • All-In-One

Hartford Checks and Balances Fund Class R5

Expenses: 0.16% (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

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