About HCPCX
Hartford Capital Appreciation HLS Fund is a diversified U.S. equity mutual fund designed for investors seeking long-term capital growth. The fund employs a flexible, multi-manager approach, leveraging the expertise of specialized investment teams from Wellington Management to select a range of high-conviction stocks spanning various sectors and market capitalizations. Hartford Capital Appreciation HLS Fund primarily invests in large U.S. companies, with significant allocations to sectors such as information technology, financials, and consumer discretionary. Its portfolio is highly liquid, with most holdings in companies with market capitalizations exceeding $10 billion, and it maintains a strong focus on established industry leaders like Microsoft, Apple, NVIDIA, and Alphabet. Targeting investors who value broad market exposure with active security selection, the fund stands out for its disciplined bottom-up investment process and commitment to collaborative research. While it benchmarks its performance against the Russell 3000 and S&P 500 indices, Hartford Capital Appreciation HLS Fund aims to differentiate itself by blending multiple investment styles and insights, potentially offering a unique advantage in navigating shifting market conditions within the competitive large blend fund category.
Fund Family Hartford Mutual Funds
Category Large Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol HCPCX
Share Class Ic
Index Russell 3000 TR
HCPCX had a total return of 14.74% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.40%.
