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Hartford Capital Appreciation R3 (ITHRX)
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49.09 - YTD Return 3.76%
- Expense Ratio 0.70%
- 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 0.03%
- 5y Average Return --
- Holdings Turnover 62.00%
- Last Dividend 0.01
- Inception Date Jul 31, 1998
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
1998-07-31
Inception Date
Performance Overview: ITHRX
Trailing returns as of 5/30/2024. Category is Large Blend.
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Holdings: ITHRX
Top 10 Holdings (28.53% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorITHRX
Technology 25.85%
Financial Services 15.14%
Healthcare 11.39%
Consumer Cyclical 10.68%
Communication Services 8.97%
Industrials 8.62%
Consumer Defensive 6.70%
Basic Materials 4.70%
Energy 3.57%
Real Estate 2.91%
Utilities 1.47%
Recent News: ITHRX
Research Reports: ITHRX
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