About ITHVX
Hartford Capital Appreciation Fund Class R6 is a large blend mutual fund designed to pursue long-term capital growth through active management of a diversified portfolio of primarily U.S. equities. Managed by a team at Wellington Management, it employs a multimanager approach, harnessing the expertise of multiple portfolio managers to capture opportunities across sectors and investment styles. The fund typically maintains a high allocation to equities, with recent data showing around 98% invested in stocks and a modest portion in foreign equities.
Its holdings are concentrated in large, well-established companies, with significant weights in technology giants such as Microsoft, NVIDIA, Apple, and Alphabet, as well as exposure to communication services, financials, healthcare, and industrials. The fund is characterized by a relatively high portfolio turnover, aiming to capitalize on shifting market opportunities. With over 140 holdings and a strong tilt to large-cap stocks, it seeks to provide diversified exposure to the broad U.S. equity market, and is benchmarked against the Russell 3000 Index. The R6 share class is tailored for retirement plans, offering a competitive expense ratio and annual dividend distributions.
Fund Family Hartford Mutual Funds
Category Large Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol ITHVX
Share Class Class R6
Index Russell 3000 TR
ITHVX had a total return of 13.65% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.95%.
