ITHRX – Hartford Capital Appreciation R3 Investment Strategy | Morningstar

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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. It investment universe represents a wide range of investment philosophies, companies, industries and market capitalizations.

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
HCAYX	The Hartford Capital Appreciation Fund Class Y	Institutional	Open			Jul 22, 1996	$23.56M	0.810%	Above Average	$250,000	−$3.64M
ITHIX	The Hartford Capital Appreciation Fund Class I	Institutional	Open			Aug 31, 2006	$508.62M	0.790%	Above Average	$2,000	−$80.67M
HCAFX	The Hartford Capital Appreciation Fund Class F	Institutional	Open			Feb 28, 2017	$742.35M	0.700%	Average	$1M	−$82.08M
ITHAX	The Hartford Capital Appreciation Fund Class A	Front Load	Open			Jul 22, 1996	$4.74B	1.050%	Above Average	$2,000	−$531.35M
HCACX	The Hartford Capital Appreciation Fund Class C	Level Load	Open			Jul 31, 1998	$40.06M	1.860%	Above Average	$2,000	−$17.78M
ITHTX	The Hartford Capital Appreciation Fund Class R5	Retirement, Large	Open			Dec 22, 2006	$18.02M	0.810%	High	$0	−$4.10M
ITHVX	The Hartford Capital Appreciation Fund Class R6	Retirement, Large	Open			Nov 7, 2014	$29.80M	0.700%	Above Average	$0	−$5.42M
ITHSX	The Hartford Capital Appreciation Fund Class R4	Retirement, Medium	Open			Dec 22, 2006	$20.87M	1.110%	Average	$0	−$2.47M
ITHRX	The Hartford Capital Appreciation Fund Class R3	Retirement, Medium	Open			Dec 22, 2006	$27.11M	1.420%	High	$0	−$4.42M

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