Advertisement
Skip to Content
Morningstar

Hartford Capital Appreciation R3 ITHRX

Morningstar Analyst Rating
Analyst rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 41.09  /  1.06 %
  • Total Assets 5.9 Bil
  • Adj. Expense Ratio
    1.410%
  • Expense Ratio 1.410%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 82%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis ITHRX

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

People Pillar

The People Pillar is our evaluation of the ITHRX 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 ITHRX’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.

Unlock our full analysis with Morningstar Investor