Hartford Checks and Balances Fund (HCKAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HCKAX
HCKAX charges 0.37% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among HCKAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | HCKAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | HCKAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | HCKAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | HCKAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | HCKAX vs BWBIX |
Best Risk-Adjusted Alternatives to HCKAX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | HCKAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | HCKAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | HCKAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | HCKAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | HCKAX vs PMAIX |
Top Performing HCKAX Alternatives (YTD)
HCKAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | HCKAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | HCKAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | HCKAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | HCKAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | HCKAX vs CONWX |
Lowest Volatility Alternatives to HCKAX
HCKAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | HCKAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | HCKAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | HCKAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | HCKAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | HCKAX vs SICIX |
Lowest Drawdown Alternatives to HCKAX
HCKAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | HCKAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | HCKAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | HCKAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | HCKAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | HCKAX vs SICIX |
Other Mutual Funds from Hartford
Most popular Hartford mutual funds on PortfoliosLab, across asset classes.
Often Compared With HCKAX
What investors most often compare with HCKAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| KBR, Inc. | 13 | -7.90% | — | HCKAX vs KBR | ||
| Liberty All-Star Equity Fund | 26 | -9.03% | — | HCKAX vs USA | ||
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | HCKAX vs MAANX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | HCKAX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | HCKAX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | HCKAX vs WWWEX |
Compare HCKAX with Any Fund or Stock
Compare HCKAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.