Morningstar

Hartford Capital Appreciation HLS Fund Class IC HCPCX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 55.31  /  −1.06 %
  • Total Assets 3.7B
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.170%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.11%
  • Turnover 58%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis HCPCX

Will HCPCX outperform in the 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 HCPCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HCPCX 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 HCPCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Still struggling in this market environment. Hartford Capital Appreciation plies a standard multimanager approach that lacks a clear edge on the competition. Its sufficient team earns an Average People rating, as does its typical process.

by Todd Trubey
Rated on Published on

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Portfolio Holdings HCPCX

More HCPCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.70 302M
Technology

Alphabet Inc Class A

6.68 262M
Communication Services

Apple Inc

5.78 227M
Technology

Microsoft Corp

4.87 191M
Technology

Broadcom Inc

4.05 159M
Technology

Amazon.com Inc

3.92 154M
Consumer Cyclical

Meta Platforms Inc Class A

2.95 116M
Communication Services

Micron Technology Inc

2.63 103M
Technology

Future on E-mini S&P 500 Futures

2.48 97M
—

Eli Lilly and Co

2.17 85M
Healthcare

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