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Hartford Capital Appreciation A ITHAX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 35.38  /  1.75 %
  • Total Assets 5.5 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.31%
  • Turnover 82%

Morningstar’s Analysis ITHAX

Will ITHAX outperform in future?

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

A mixed bag.

Analyst Paul Ruppe

Paul Ruppe

Analyst

Summary

Hartford Capital Appreciation’s multimanager roster has a wealth of talent, but frequent lineup changes and other moving parts hold it back. It receives a Morningstar Analyst Rating of Neutral across all share classes.

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Portfolio Holdings ITHAX

  • Current Portfolio Date
  • Equity Holdings 177
  • Bond Holdings 0
  • Other Holdings 12
  • % Assets in Top 10 Holdings 19.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.72
227,047,953
Communication Services
2.81
171,386,384
Technology
2.12
129,727,943
Healthcare

Nasdaq 100 E-Mini Sep23 Xcme 20230915

2.00
122,102,750
1.65
100,895,247
Consumer Cyclical

Usd

1.63
99,312,124
Cash and Equivalents
1.57
96,053,329
Technology
1.52
92,782,156
Healthcare
1.47
89,584,034
Financial Services
1.46
88,957,878
Financial Services