Home › Compare › HCKAX vs JEPI
HCKAX yields 7.41% · JEPI yields 8.40%● Live data
📍 HCKAX pulled ahead of the other in Year 1
Combined, HCKAX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of HCKAX + JEPI for your $10,000?
The fund invests in a combination of Hartford Funds ("underlying funds"): the Hartford Capital Appreciation Fund, which normally invests at least 65% of its net assets in common stocks; the Hartford Dividend and Growth Fund, which invests primarily in a portfolio of equity securities that typically have above average dividend yields; and the Hartford Total Return Bond ETF, which under normal circumstances invests at least 80% of its net assets in bonds.
Full HCKAX Calculator →The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.