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Morningstar

Hartford Capital Appreciation I ITHIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 35.05  /  0.83 %
  • Total Assets 5.8 Bil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.770%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.61%
  • Turnover 82%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 12:02 AM GMT+00:00

Morningstar’s Analysis ITHIX

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

People Pillar

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.

Parent Pillar

The Parent Pillar is our rating of ITHIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A mixed bag.

Analyst

Summary

| by Paul Ruppe

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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