Hartford Checks and Balances Fund (HCKAX) Research
This fund diversifies its portfolio by allocating investments across a selection of Hartford's 'underlying funds', each with a distinct focus. One such component is the Hartford Capital Appreciation Fund, which typically directs at least 65% of its net assets into common equity holdings. Another key underlying fund is the Hartford Dividend and Growth Fund, primarily focused on equity securities that commonly provide dividend yields exceeding the average. Completing the allocation is the Hartford Total Return Bond ETF, which normally commits a substantial portion—at least 80% of its net assets—to fixed-income securities.
Market snapshot
- Symbol
- HCKAX
- Price
- $10.93
- Day change
- +0.74%
- Market cap
- $1.4B
- 52-week range
- 9.86-11.11
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Goldman Sachs Small/Mid Cap Growth Fund (GTMUX)
- Harbor Large Cap Value Fund (HILVX)
- Transamerica Multi-Managed Balanced Fund (IBALX)
- Janus Henderson High-Yield Fund (JDHCX)
- Janus Henderson High-Yield Fund (JDHYX)
- Janus Henderson High-Yield Fund (JHYFX)
- BNY Mellon MidCap Index Fund (PESPX)
- Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX)
Open Hartford Checks and Balances Fund (HCKAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.