Hartford Checks and Balances A
(HCKAX)
US Markets Closed
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11.59
+0.15
+1.31%
:

Previous Close

11.44

Net Assets

1.35B

Yield

1.62%

Front load

5.50

Expenses

0.41%

Category

Moderate Allocation

Morningstar Risk

Average

Morningstar Rating ★★★
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Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • HCKAX

  • Category

    • 2013

    • 22.34%

    • -

    • 2012

    • 13.56%

    • -

    • 2011

    • -2.58%

    • -

    • 2010

    • 11.12%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 7.42%

      • 9.21%

      • 3.06%

      • Q2

      • 1.96%

      • -2.84%

      • -0.67%

      • Q3

      • 4.30%

      • 4.34%

      • -11.21%

      • Q4

      • 7.09%

      • 2.58%

      • 7.18%

      Composition
      Sector Weightings
      Equity Investment Style
      Bond Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Hartford Capital Appreciation Y

        • 33.38

        • 11,637,187

        • -138,170

        • Hartford Dividend and Growth Y

        • 33.36

        • 23,159,981

        • -189

        • Hartford Total Return Bond Y

        • 33.26

        • 58,332,103

        • 366,360

        • Name

        • Rating

        • YTD Return %

          • Columbia Balanced Z

          • ★★★★★
          • 5.69

          • Fidelity® Puritan® K

          • ★★★★★
          • 6.32

          • Fidelity® Balanced K

          • ★★★★★
          • 6.21

          • American Funds American Balanced F2

          • ★★★★★
          • 4.65

          • American Beacon Balanced AMR

          • ★★★★★
          • 5.71

          • VY T. Rowe Price Capital Appreciation A

          • ★★★★★
          • 6.68

          • Villere Balanced Inv

          • ★★★★★
          • -1.10

          • Hennessy Equity and Income Investor

          • ★★★★★
          • 5.17

          • MainStay Income Builder I

          • ★★★★★
          • 5.41

          • T. Rowe Price Capital Appreciation Adv

          • ★★★★★
          • 6.71

          • Name

          • HCKAX

          • Category

            • Expense Ratio

            • 0.41%

            • 0.97%

            • Net Assets

            • 1.35B

            • 706.68M

            • Dividend Yield

            • 2.21%

            • 2.36

            • Price/Book

            • 2.02

            • 2.10

            • Price/Sales

            • 1.43

            • 1.54

            • Price/Cash Flow

            • 6.23

            • 6.05

            Profile

            Name of Issuer

            Hartford Mutual Funds

            Fund Style

            Open

            Fund Manager

            Vernon Meyer

            Investment Style

            Large Blend

            The investment seeks long-term capital appreciation and income. The fund seeks its goal through investment in a combination of Hartford Mutual 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 diversified portfolio of common stocks that typically have above average dividend yields; and The Hartford Total Return Bond fund, which under normal circumstances invests at least 80% of its assets in bonds. It will make equal allocations (one-third each) of its assets to the underlying funds.

            Purchase Information

            Initial Purchase 2,000
            Initial Purchase: IRA 2,000
            Initial Purchase: AIP 250
            Front load 5.50
            Back Load 5.50

            Inception

            5/31/2007