Hartford Capital Appreciation's recent team stability is an encouraging sign, but that's not enough to overcome questions about its factor-based approach. Its Morningstar Analyst Rating remains Neutral across all share classes.
Will ITHIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ITHIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ITHIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ITHIX’s parent organization’s priorities and whether they’re in line with investors’ interests.