About ITHAX
Hartford Capital Appreciation Fund Class A is a diversified mutual fund that seeks long-term capital growth by investing primarily in common stocks. It is actively managed, drawing on the expertise of multiple portfolio managers—sub-advised by Wellington Management—to identify opportunities across various sectors, market capitalizations, and investment styles. The fund typically allocates at least 65% of its net assets to equities, with a strong emphasis on large- and mid-cap U.S. companies, but it also includes some international exposure. Major sector weights include technology, finance, industrials, and healthcare, with leading holdings such as Microsoft, Apple, NVIDIA, and Alphabet. The fund employs a bottom-up, research-driven approach, aiming to capture the best ideas from specialized stock-pickers, and it typically holds more than 140 individual stocks. It features a moderate turnover rate and an average risk profile relative to its large blend category, serving as a core holding for investors seeking broad equity market participation and growth potential over time.
Fund Family Hartford Mutual Funds
Category Large Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol ITHAX
Share Class Class A
Index Russell 3000 TR
ITHAX had a total return of 13.28% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.40%.
