About ITHSX
The Hartford Capital Appreciation Fund Class R4 is a domestic equity mutual fund that seeks long-term growth of capital by primarily investing in common stocks. Managed through a multimanager approach, the fund typically allocates at least 65% of its assets to equities, with a focus on medium and large-cap U.S. companies spanning various sectors and market capitalizations. Leveraging the expertise of multiple active managers supported by Wellington Management Company, the fund employs a bottom-up stock selection process to identify attractive opportunities across the market spectrum.
The portfolio is diversified, holding over 140 securities with significant exposure to leading technology, communication services, consumer cyclical, and healthcare firms. Notable portfolio positions include Apple, Microsoft, NVIDIA, Alphabet, and Amazon, reflecting a tilt toward innovative and high-growth sectors. With a Morningstar category classification of Large Blend, the fund serves investors seeking broad market exposure and capital appreciation over time. Additionally, it features an annual dividend distribution and maintains an open status with no minimum initial investment requirement, making it accessible for retirement accounts and other long-term investors.
Fund Family Hartford Mutual Funds
Category Large Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol ITHSX
Share Class Class R4
Index Russell 3000 TR
ITHSX had a total return of 14.46% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.69%.
