Hartford Checks and Balances Fund

3 / 5 Stars
4 4 3 4 1
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
C+ (Hold)

#79 in Moderate Allocation

U.S. News evaluated 233 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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The fund has returned 18.30 percent over the past year, 11.88 percent over the past three years, and 13.19 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 5.9%
1 Year 18.3%
3 Years (Annualized) 11.9%
5 Years (Annualized) 13.2%
10 Years (Annualized) N/A

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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.


Fees are Average compared to funds in the same category.
Hartford Checks and Balances Fund has an expense ratio of 0.41 percent.

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Risk is Average compared to funds in the same category according to Morningstar.

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See Also:

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