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Hartford Capital Appreciation R4 ITHSX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 53.51  /  +0.21 %
  • Total Assets 6.2 Bil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.30%
  • Turnover 62%

USD | NAV as of Jun 18, 2024 | 1-Day Return as of Jun 18, 2024, 10:13 PM GMT+0

Morningstar’s Analysis ITHSX

Will ITHSX outperform in future?

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

A New Comanager Doesn't Change Hartford Capital Appreciation's Ratings

null Todd Trubey

Todd Trubey

Analyst Note

As of March 1, 2024, Veenu Ramchandani became a listed portfolio manager for Hartford Capital Appreciation. She has assisted in portfolio management and securities analysis for the strategy since joining Wellington, the fund's sole subadvisor, in 2022. Before joining Wellington Management, served at Abu Dhabi Investment Authority and Goldman Sachs Asset Management. Her recent promotion here doesn't change this offering's philosophy or process.

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Portfolio Holdings ITHSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 28.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.20 309.5 Mil
Technology

Apple Inc

4.94 293.6 Mil
Technology

NVIDIA Corp

3.76 223.4 Mil
Technology

Amazon.com Inc

2.69 160.2 Mil
Consumer Cyclical

Alphabet Inc Class A

2.53 150.7 Mil
Communication Services

UnitedHealth Group Inc

2.31 137.4 Mil
Healthcare

American Express Co

2.16 128.7 Mil
Financial Services

Meta Platforms Inc Class A

1.79 106.3 Mil
Communication Services

Honeywell International Inc

1.71 101.7 Mil
Industrials

Usd

1.52 90.5 Mil
Cash and Equivalents