Nasdaq - Delayed Quote USD
Hartford Checks and Balances F (HCKFX)
At close: 8:00 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 13.56% |
| 5y Average Return | 8.48% |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Nov 6, 2024) | 22.82% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 22.82% |
| Worst 3Y Total Return | 4.11% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
HCKFX
Category
- YTD
- 11.40%
- 9.69%
- 1-Month
- -1.62%
- 0.91%
- 3-Month
- 1.91%
- 5.21%
- 1-Year
- 24.83%
- 27.06%
- 3-Year
- 3.78%
- 11.00%
- 5-Year
- 8.17%
- 10.26%
- 10-Year
- 7.76%
- 8.34%
- Last Bull Market
- 18.07%
- 15.58%
- Last Bear Market
- -11.32%
- -12.16%
Annual Total Return (%) History
Year
HCKFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.37% | 1.19% | 6.20% | -- |
| 2023 | 3.30% | 3.78% | -3.57% | 9.78% |
| 2022 | -4.48% | -11.32% | -5.45% | 8.24% |
| 2021 | 3.93% | 4.45% | 0.10% | 5.61% |
| 2020 | -14.71% | 14.17% | 5.96% | 9.92% |
| 2019 | 10.22% | 4.20% | 1.92% | 4.92% |
| 2018 | -0.77% | 1.91% | 4.15% | -8.13% |
| 2017 | 2.93% | 2.64% | 3.81% | -- |
Rank in Category (By Total Return)
| YTD | 32 |
| 1-Month | 50 |
| 3-Month | 40 |
| 1-Year | 28 |
| 3-Year | 36 |
| 5-Year | 31 |
Load Adjusted Returns
| 1-Year | 24.83% |
| 3-Year | 3.78% |
| 5-Year | 8.17% |
| 10-Year | 7.76% |
Performance & Risk
| YTD Return | 13.56% |
| 5y Average Return | 8.48% |
| Rank in Category (ytd) | 32 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Hartford Mutual Funds |
| Net Assets | 1.4B |
| YTD Return | 11.40% |
| Yield | 2.08% |
| Morningstar Rating | |
| Inception Date | Aug 29, 2008 |
Fund Summary
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.
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