Nasdaq - Delayed Quote USD

Hartford Checks and Balances R3 (HCKRX)

9.87
-0.13
(-1.30%)
As of 8:06:05 AM EDT. Market Open.
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  • Previous Close 10.00
  • YTD Return -2.29%
  • Expense Ratio 1.29%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.31B
  • Beta (5Y Monthly) 0.98
  • Yield 2.78%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend 0.03
  • Inception Date Feb 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

1.31B

Net Assets

2008-02-29

Inception Date

More about Hartford Checks and Balances R3

Performance Overview: HCKRX

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Trailing returns as of 5/21/2025. Category is Allocation--50% to 70% Equity.

YTD Return

HCKRX
2.29%
Category
9.69%
 

1-Year Return

HCKRX
6.79%
Category
27.06%
 

3-Year Return

HCKRX
5.45%
Category
11.00%
 

5-Year Return

HCKRX
7.90%
Category
10.26%
 

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Holdings: HCKRX

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Sector Weightings

SectorHCKRX
Technology   23.83%
Financial Services   18.54%
Healthcare   12.01%
Consumer Cyclical   9.39%
Industrials   9.29%
Communication Services   7.52%
Consumer Defensive   5.48%
Utilities   4.77%
Energy   4.42%
Real Estate   2.82%
Basic Materials   1.92%
View More

Recent News: HCKRX

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Research Reports: HCKRX

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