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Nasdaq - Delayed Quote USD

Hartford Capital Appreciation R3 (ITHRX)

44.07
-0.11
(-0.25%)
At close: 8:04:18 PM EDT
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  • Previous Close 44.18
  • YTD Return -6.40%
  • Expense Ratio 1.42%
  • Category Large Blend
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 5.74B
  • Beta (5Y Monthly) 0.98
  • Yield 0.02%
  • 5y Average Return --
  • Holdings Turnover 85.00%
  • Last Dividend 0.01
  • Inception Date Feb 28, 2017

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

5.74B

Net Assets

2017-02-28

Inception Date

More about Hartford Capital Appreciation R3

Performance Overview: ITHRX

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Trailing returns as of 4/15/2025. Category is Large Blend.

YTD Return

ITHRX
6.40%
Category
5.31%
 

1-Year Return

ITHRX
3.29%
Category
20.31%
 

3-Year Return

ITHRX
5.08%
Category
6.48%
 

5-Year Return

ITHRX
13.95%
Category
11.78%
 

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Holdings: ITHRX

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Sector Weightings

SectorITHRX
Technology   27.93%
Financial Services   18.00%
Consumer Cyclical   11.92%
Healthcare   9.46%
Communication Services   8.99%
Industrials   7.93%
Consumer Defensive   4.77%
Utilities   2.96%
Basic Materials   2.87%
Real Estate   2.62%
Energy   2.56%
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Recent News: ITHRX

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Research Reports: ITHRX

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