Nasdaq - Delayed Quote USD

Hartford Capital Appreciation C (HCACX)

26.20 +0.14 (+0.54%)
As of 8:06 AM EDT. Market Open.
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DELL
  • Previous Close 26.06
  • YTD Return 3.62%
  • Expense Ratio 0.79%
  • Category Large Blend
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 5.85B
  • Beta (5Y Monthly) 0.95
  • Yield 0.14%
  • 5y Average Return --
  • Holdings Turnover 62.00%
  • Last Dividend 0.04
  • 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

5.85B

Net Assets

2006-08-31

Inception Date

Performance Overview: HCACX

Trailing returns as of 5/9/2024. Category is Large Blend.

YTD Return

HCACX
3.62%
Category
14.84%
 

1-Year Return

HCACX
15.50%
Category
40.47%
 

3-Year Return

HCACX
1.37%
Category
16.77%
 

5-Year Return

HCACX
8.00%
Category
16.15%
 

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Holdings: HCACX

Top 10 Holdings (28.54% of Total Assets)

SymbolCompany% Assets
MSFT
MSFT 5.51%
NVDA
NVDA 3.86%
AAPL
AAPL 3.81%
GOOGL
GOOGL 2.69%
AMZN
AMZN 2.68%
META
META 2.50%
UNH
UNH 2.16%
AXP
AXP 2.03%
AMT
AMT 1.76%
CB
CB 1.53%

Sector Weightings

SectorHCACX
Technology   25.76%
Healthcare   11.83%
Industrials   8.90%
Real Estate   3.57%
Energy   3.40%
Utilities   1.07%

Recent News: HCACX

Research Reports: HCACX

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