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Hartford Capital Appreciation I (ITHIX)

40.43
+0.15
+(0.37%)
At close: 8:03:53 PM EDT
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  • Previous Close 40.28
  • YTD Return -0.35%
  • Expense Ratio 0.79%
  • Category Large Blend
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 6.15B
  • Beta (5Y Monthly) 0.97
  • Yield 0.71%
  • 5y Average Return --
  • Holdings Turnover 85.00%
  • Last Dividend 0.34
  • Inception Date Dec 22, 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

6.15B

Net Assets

2006-12-22

Inception Date

Performance Overview: ITHIX

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Trailing returns as of 3/31/2025. Category is Large Blend.

YTD Return

ITHIX
0.35%
Category
5.31%
 

1-Year Return

ITHIX
13.55%
Category
20.31%
 

3-Year Return

ITHIX
8.77%
Category
6.48%
 

5-Year Return

ITHIX
12.39%
Category
11.78%
 

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Holdings: ITHIX

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Sector Weightings

SectorITHIX
Technology   27.93%
Healthcare   9.46%
Industrials   7.93%
Utilities   2.96%
Real Estate   2.62%
Energy   2.56%

Recent News: ITHIX

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Research Reports: ITHIX

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