About ITHRX
Hartford Capital Appreciation Fund Class R3 is an actively managed mutual fund focused on achieving capital growth by investing predominantly in common stocks. Employing a multimanager strategy, the fund brings together the expertise of multiple active managers and is sub-advised by Wellington Management, known for its collaborative and research-driven investment approach. The fund applies a high-conviction, bottom-up security selection process, identifying what it considers the best investment ideas across sectors, market capitalizations, and styles.
Targeting primarily large-cap U.S. equities, the fund typically holds a diverse portfolio with a strong emphasis on sectors such as technology, communication services, and consumer discretionary. As of the latest data, the majority of assets are allocated to well-established companies like Apple, NVIDIA, Microsoft, and Alphabet. The fund maintains a relatively high portfolio turnover, reflecting its active management style, and seeks to outperform broad market benchmarks like the Russell 3000 Index through disciplined stock selection. With over 98% of its assets in equities and a focus on growth, Hartford Capital Appreciation Fund Class R3 serves investors seeking long-term capital appreciation through diversified equity exposure managed by a team of experienced professionals.
Fund Family Hartford Mutual Funds
Category Large Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol ITHRX
Share Class Class R3
Index Russell 3000 TR
ITHRX had a total return of 13.28% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.30%.
