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Hartford Capital Appreciation C HCACX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 25.80  /  +0.19 %
  • Total Assets 6.1 Bil
  • Adj. Expense Ratio
    1.830%
  • Expense Ratio 1.830%
  • 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 0.15%
  • Turnover 62%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 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.

The plan is reasonable but hasn't been effective so far.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Hartford Capital Appreciation plies a basic multimanager approach that doesn't have an edge on the competition. This strategy's process of melding individual sleeves together to create an all-cap portfolio is reasonable, earning a Process rating upgrade to Average from Below Average. Yet, the team that oversees the manager selection and allocation has not found the right mix, dropping its People rating to Average from Above Average.

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Portfolio Holdings HCACX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.60 276.8 Mil
Technology

Apple Inc

3.69 222.2 Mil
Technology

Alphabet Inc Class A

3.05 183.4 Mil
Communication Services

UnitedHealth Group Inc

2.55 153.3 Mil
Healthcare

Meta Platforms Inc Class A

2.18 131.0 Mil
Communication Services

Nasdaq 100 E-Mini Mar24 Xcme 20240315

2.16 130.1 Mil

Usd

1.95 117.5 Mil
Cash and Equivalents

Amazon.com Inc

1.74 105.0 Mil
Consumer Cyclical

American Express Co

1.61 96.8 Mil
Financial Services

American Tower Corp

1.53 92.3 Mil
Real Estate