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Morningstar

Hartford Capital Appreciation C HCACX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 25.14  /  −0.44 %
  • Total Assets 6.0 Bil
  • Adj. Expense Ratio
    1.850%
  • Expense Ratio 1.850%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.14%
  • Turnover 62%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis HCACX

Will HCACX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HCACX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HCACX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HCACX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A New Comanager Doesn't Change Hartford Capital Appreciation's Ratings

null Todd Trubey

Todd Trubey

Analyst Note

As of March 1, 2024, Veenu Ramchandani became a listed portfolio manager for Hartford Capital Appreciation. She has assisted in portfolio management and securities analysis for the strategy since joining Wellington, the fund's sole subadvisor, in 2022. Before joining Wellington Management, served at Abu Dhabi Investment Authority and Goldman Sachs Asset Management. Her recent promotion here doesn't change this offering's philosophy or process.

by Todd Trubey
Published on

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Portfolio Holdings HCACX

More HCACX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.47 343.3 Mil
Technology

NVIDIA Corp

3.62 227.3 Mil
Technology

Apple Inc

3.01 189.0 Mil
Technology

Amazon.com Inc

2.65 166.2 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.55 159.8 Mil
Communication Services

Future on E-mini S&P 500 Futures

2.50 156.7 Mil
—

Alphabet Inc Class A

2.49 156.2 Mil
Communication Services

Usd

2.22 139.3 Mil
Cash and Equivalents

UnitedHealth Group Inc

2.09 130.9 Mil
Healthcare

American Express Co

1.98 124.1 Mil
Financial Services