Nasdaq - Delayed Quote USD

Hartford Capital Appreciation A (ITHAX)

41.73
-0.12
(-0.29%)
At close: 8:04:22 PM EDT
Loading Chart for ITHAX
  • Previous Close 41.85
  • YTD Return -7.91%
  • Expense Ratio 1.05%
  • Category Large Blend
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 5.58B
  • Beta (5Y Monthly) 0.99
  • Yield 0.52%
  • 5y Average Return --
  • Holdings Turnover 85.00%
  • Last Dividend 0.23
  • Inception Date Aug 31, 2006

The fund normally invests at least 65% of its net assets in common stocks. It may invest in securities of any market capitalization, but the advisor tends to focus on medium and large companies. Based on market or economic conditions, the fund may, through its stock selection process, focus in one or more sectors of the market. The fund may trade portfolio securities actively.

Hartford Mutual Funds

Fund Family

Large Blend

Fund Category

5.58B

Net Assets

2006-08-31

Inception Date

Performance Overview: ITHAX

View More

Trailing returns as of 5/20/2025. Category is Large Blend.

YTD Return

ITHAX
7.91%
Category
5.31%
 

1-Year Return

ITHAX
6.96%
Category
20.31%
 

3-Year Return

ITHAX
7.79%
Category
6.48%
 

5-Year Return

ITHAX
11.32%
Category
11.78%
 

People Also Watch

Holdings: ITHAX

View More

Sector Weightings

SectorITHAX
Technology   27.41%
Healthcare   10.35%
Industrials   6.68%
Energy   3.23%
Utilities   3.06%
Real Estate   2.65%

Recent News: ITHAX

View More

Research Reports: ITHAX

View More

Top Mutual Funds