Hartford Checks and Balances Fund Class A (HCKAX)

Overview

The fund is designed to offer investors a diversified portfolio by investing in a mix of Hartford Funds, including the Hartford Capital Appreciation Fund, the Hartford Dividend and Growth Fund, and the Hartford Total Return Bond ETF. By blending growth-oriented stocks with equity securities that offer higher dividend yields and incorporating bonds into the mix, the fund aims to cater to a variety of investment goals, from capital appreciation to income generation and risk management.

Products and Services

• Hartford Capital Appreciation Fund:

  This fund primarily focuses on investments in common stocks, with at least 65% of its net assets invested in this category. It seeks out stocks that offer the potential for capital appreciation, thereby targeting growth-oriented investors who are looking to increase the value of their investment over time.

• Hartford Dividend and Growth Fund:

  With an investment strategy that emphasizes equity securities offering above average dividend yields, this fund is geared towards investors seeking income in addition to growth. By focusing on companies that not only pay dividends but also have the potential for capital appreciation, it aims to provide a balanced approach to income and growth.

• Hartford Total Return Bond ETF:

  This Exchange-Traded Fund (ETF) invests at least 80% of its net assets in bonds, under normal market conditions. The focus on bonds allows for income generation through interest payments, offering a more stable income stream compared to stocks. It is tailored for investors looking for regular income and lower risk compared to equity investments.