Morningstar

Hartford Capital Appreciation HLS Fund Class IA HIACX

Medalist Rating as of Aug 31, 2026 See Hartford Funds Investment Hub

Strategy

The investment seeks growth of capital. The fund normally invests at least 65% of its net assets in common stocks. The fund may invest in securities of any market capitalization but tends to focus on medium and large companies. The fund’s portfolio managers select stocks from an investment universe populated by multiple fundamental equity investment teams at the sub-adviser, Wellington Management Company LLP (“Wellington Management”), with different investment approaches and styles. Each fundamental equity team has a distinct investment philosophy and analytical process to identify securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
HIACX	Hartford Capital Appreciation HLS Fund Class IA	Institutional	Open			Apr 2, 1984	$3.32B	0.680%	Average	$0	−$446.72M
HIBCX	Hartford Capital Appreciation HLS Fund Class IB	Institutional	Open			Apr 1, 1998	$365.73M	0.930%	High	$0	−$54.12M
HCPCX	Hartford Capital Appreciation HLS Fund Class IC	Institutional	Open			Apr 30, 2014	$14.33M	1.180%	High	$0	−$3.79M

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