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Morningstar

Hartford Capital Appreciation C HCACX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 22.19  /  1.05 %
  • Total Assets 5.9 Bil
  • Adj. Expense Ratio
    1.840%
  • Expense Ratio 1.820%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 82%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

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 mixed bag.

Analyst

Summary

| by Paul Ruppe

Hartford Capital Appreciation’s multimanager roster has a wealth of talent, but frequent lineup changes and other moving parts hold it back. It receives a Morningstar Analyst Rating of Neutral across all share classes.

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