Morningstar

The Hartford Capital Appreciation Fund Class R4 ITHSX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $60.70  /  −0.44 %
  • Fund Size $6.1B
  • Adjusted Expense Ratio 1.110%
  • Net Expense Ratio 1.100%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.10%
  • Turnover Ratio 94%
NAV and 1-Day Return as of

Morningstar’s Analysis ITHSX

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

  • People Pillar

    The People Pillar is our evaluation of the ITHSX 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 ITHSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Modifications galore, but will they do the trick?

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Hartford Capital Appreciation’s revamped approach and new lineup of stock-pickers don’t change its Average ratings for People and Process.

by Todd Trubey
Rated on Published on

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Portfolio Holdings ITHSX

More ITHSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.10 513M
Technology

Microsoft Corp

7.30 463M
Technology

Apple Inc

6.36 403M
Technology

Alphabet Inc Class A

4.61 292M
Communication Services

Amazon.com Inc

3.59 227M
Consumer Cyclical

Broadcom Inc

3.54 224M
Technology

Meta Platforms Inc Class A

2.73 173M
Communication Services

Future on E-mini S&P 500 Futures

2.41 152M
—

Usd

2.31 146M
Cash and Equivalents

Eli Lilly and Co

2.26 143M
Healthcare

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