Hartford Checks and Balances Fund (HCKAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HCKAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HCKAX
HCKAX charges 0.37% annually. There are 129 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | HCKAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | HCKAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | HCKAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | HCKAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | HCKAX vs BWBIX |
Best Risk-Adjusted Alternatives to HCKAX
HCKAX has a PortfoliosLab risk / return rank of 57. There are 285 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | HCKAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | HCKAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | HCKAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | HCKAX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 93 | — | Dec 1991 | HCKAX vs AOBLX |
Top Performing HCKAX Alternatives (YTD)
HCKAX is at 6.19% YTD. There are 274 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.24% | — | Jan 1998 | HCKAX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | HCKAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | HCKAX vs MHELX | |
| ICON Equity Income Fund | 18.43% | — | May 2004 | HCKAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.12% | — | Dec 2002 | HCKAX vs TIBIX |
Lowest Volatility Alternatives to HCKAX
HCKAX has 8.26% 1-year volatility. There are 231 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | HCKAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | HCKAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | HCKAX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | HCKAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | HCKAX vs CSTAX |
Lowest Drawdown Alternatives to HCKAX
HCKAX has a 1-year max drawdown of -6.45%. There are 282 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | HCKAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | HCKAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | HCKAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | HCKAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | HCKAX vs CSTAX |
Other Mutual Funds from Hartford
The 10 most viewed Hartford mutual funds shown here include HGOIX, HSNIX, SCIEX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| The Hartford Growth Opportunities Fund Class I | Large Cap Growth Equities | 15 | 7.52% | — | Feb 2002 | HCKAX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 57 | 0.82% | — | May 2007 | HCKAX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 24 | 7.26% | — | Dec 1985 | HCKAX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 43 | 7.81% | — | Apr 1998 | HCKAX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 38 | 3.36% | — | Jul 2006 | HCKAX vs HBLYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 69 | 1.39% | — | May 2007 | HCKAX vs HHMIX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 73 | 13.01% | — | May 2010 | HCKAX vs HILYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 79 | 10.87% | — | Jul 1996 | HCKAX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 15 | 7.52% | — | Feb 2002 | HCKAX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 78 | 22.18% | — | — | HCKAX vs SEMNX |
Often Compared With HCKAX
Investors most often compare HCKAX with KBR, USA, CONWX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare HCKAX with Any Fund or Stock
Compare HCKAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HCKAX with funds that move differently
Hartford Checks and Balances Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HCKAX.
Explore HCKAX Diversifiers