Skip to Content

Hartford Capital Appreciation HLS IA HIACX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 52.01  /  −0.08 %
  • Total Assets 3.8 Bil
  • Adj. Expense Ratio
    0.670%
  • Expense Ratio 0.670%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.74%
  • Turnover 49%

USD | NAV as of Jun 22, 2024 | 1-Day Return as of Jun 22, 2024, 12:27 AM GMT+0

Morningstar’s Analysis HIACX

Will HIACX outperform in future?

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

Hartford Capital Appreciation HLS IA's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HIACX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.12 187.2 Mil
Technology

Apple Inc

4.88 178.3 Mil
Technology

NVIDIA Corp

3.75 137.0 Mil
Technology

Amazon.com Inc

2.94 107.2 Mil
Consumer Cyclical

Alphabet Inc Class A

2.46 89.8 Mil
Communication Services

Usd

2.08 76.0 Mil
Cash and Equivalents

Future on E-mini S&P 500 Futures

2.00 73.2 Mil

UnitedHealth Group Inc

1.81 66.3 Mil
Healthcare

Meta Platforms Inc Class A

1.77 64.5 Mil
Communication Services

Chubb Ltd

1.55 56.7 Mil
Financial Services