About HCAFX
The Hartford Capital Appreciation Fund Class F is a mutual fund designed to pursue long-term capital growth by investing primarily in U.S. equities. Utilizing a multimanager approach, the fund taps into the expertise of multiple active stock-pickers who identify investment opportunities across a range of sectors, market capitalizations, and investment styles. This strategy is supported by the resources of Wellington Management, emphasizing independent analysis and diversified bottom-up security selection. The fund typically holds a high percentage of its assets in equities, with a small allocation to foreign stocks, and maintains a portfolio that spans large, mid, and some small-cap companies. Its holdings are concentrated in industry leaders, particularly within technology, communication services, and consumer sectors. Suitably categorized as a "large blend," the fund is benchmarked against the Russell 3000 Index, reflecting its broad U.S. market exposure. The fund is notable for its high conviction in stock selection, significant asset base, and disciplined turnover rate, all of which position it as a core holding for investors seeking diversified equity exposure and potential capital appreciation in the U.S. market.
Fund Family Hartford Mutual Funds
Category Large Blend
Performance Rating Low
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol HCAFX
Share Class Class F
Index Russell 3000 TR
HCAFX had a total return of 6.95% in the past year, including dividends. Since the fund's
inception, the average annual return has been 21.64%.
