Nasdaq - Delayed Quote USD

Hartford Capital Appreciation I (ITHIX)

47.35 -0.04 (-0.08%)
As of 8:06 AM EDT. Market Open.
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DELL
  • Previous Close 47.39
  • YTD Return 18.48%
  • Expense Ratio 0.79%
  • Category Large Blend
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 6.38B
  • Beta (5Y Monthly) 0.96
  • Yield 0.66%
  • 5y Average Return --
  • Holdings Turnover 62.00%
  • Last Dividend 0.30
  • 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

6.38B

Net Assets

2006-08-31

Inception Date

Performance Overview: ITHIX

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Trailing returns as of 10/22/2024. Category is Large Blend.

YTD Return

ITHIX
18.48%
Category
5.31%
?

1-Year Return

ITHIX
32.63%
Category
20.31%
?

3-Year Return

ITHIX
7.26%
Category
6.48%
?

5-Year Return

ITHIX
11.69%
Category
11.78%
?

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Holdings: ITHIX

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Top 9 Holdings (30.63% of Total Assets)

SymbolCompany% Assets
AAPL
Apple Inc. 7.35%
NVDA
NVIDIA Corporation 5.29%
MSFT
Microsoft Corporation 5.00%
AMZN
Amazon.com, Inc. 3.26%
GOOGL
Alphabet Inc. 2.44%
UNH
UnitedHealth Group Incorporated 2.38%
HON
Honeywell International Inc. 1.77%
AXP
American Express Company 1.63%
META
Meta Platforms, Inc. 1.51%

Sector Weightings

Recent News: ITHIX

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Research Reports: ITHIX

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