Nasdaq - Delayed Quote USD

Hartford Checks and Balances R5 (HCKTX)

10.34 +0.03 (+0.29%)
At close: November 22 at 8:00 PM EST
Loading Chart for HCKTX
DELL
  • Previous Close 10.31
  • YTD Return 11.38%
  • Expense Ratio 0.70%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.4B
  • Beta (5Y Monthly) 0.98
  • Yield 2.06%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.13
  • Inception Date Aug 29, 2008

The fund invests in a combination of Hartford Funds ("underlying funds"): the Hartford Capital Appreciation Fund, which normally invests at least 65% of its net assets in common stocks; 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.

Hartford Mutual Funds

Fund Family

Allocation--50% to 70% Equity

Fund Category

1.4B

Net Assets

2008-08-29

Inception Date

Performance Overview: HCKTX

View More

Trailing returns as of 11/22/2024. Category is Allocation--50% to 70% Equity.

YTD Return

HCKTX
11.38%
Category
9.69%
 

1-Year Return

HCKTX
24.82%
Category
27.06%
 

3-Year Return

HCKTX
3.65%
Category
11.00%
 

5-Year Return

HCKTX
8.06%
Category
10.26%
 

People Also Watch

Holdings: HCKTX

View More

Top 4 Holdings (99.89% of Total Assets)

SymbolCompany% Assets
HCAFX
Hartford Capital Appreciation F 33.71%
HDGFX
Hartford Dividend and Growth F 33.68%
HTRB
Hartford Total Return Bond ETF 32.32%
TFDXX
BlackRock Liquidity Funds - FedFund 0.18%

Sector Weightings

SectorHCKTX
Technology   23.43%
Healthcare   12.43%
Industrials   8.66%
Energy   5.47%
Utilities   3.74%
Real Estate   3.34%

Recent News: HCKTX

View More

Research Reports: HCKTX

View More

Top Mutual Funds