Morningstar

Hartford Capital Appreciation HLS Fund Class IA HIACX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $55.02  /  −1.47 %
  • Fund Size $3.7B
  • Adjusted Expense Ratio 0.680%
  • Net Expense Ratio 0.670%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.57%
  • Turnover Ratio 58%
NAV and 1-Day Return as of

Morningstar’s Analysis HIACX

Will HIACX 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 HIACX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HIACX 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 HIACX’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 HIACX

More HIACX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.25 315M
Technology

Microsoft Corp

7.19 274M
Technology

Apple Inc

6.37 244M
Technology

Alphabet Inc Class A

4.61 176M
Communication Services

Amazon.com Inc

3.86 147M
Consumer Cyclical

Broadcom Inc

3.27 125M
Technology

Meta Platforms Inc Class A

2.74 105M
Communication Services

Future on E-mini S&P 500 Futures

2.63 100M
—

Usd

2.34 89M
Cash and Equivalents

Eli Lilly and Co

2.09 80M
Healthcare

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