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Hartford Capital Appreciation Fund - Class A: (MF: ITHAX)

(NASDAQ Mutual Funds) As of Sep 20, 2024 08:00 PM ET

$45.61 USD

-0.12 (-0.26%)

Zacks MF Rank

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1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

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Zacks Premium Research for ITHAX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Sell 4
MF Research Report

Fund Description

The fund was incepted in July 1996 and is managed by Hartford Investment Financial Service. The fund seeks growth of capital by investing primarily in stocks selected on the basis of potential for capital appreciation. The fund normally invests at least 65% of its total assets in common stocks of small, medium and large companies. The fund may invest up to 20% of its total assets in securities of foreign issuers and non-dollar securities. The fund offers dividends and capital gains annually.

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
Hartford Capital Apprec A ITHAX 5.50 NA 0.00 0.25 0.67 1.04

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Hartford Capital Apprec C HCACX 27.67 7/22/1996 0.12 21.55 3.76 9.98
Hartford Capital Apprec Y HCAYX 56.33 7/22/1996 0.35 22.82 4.84 11.14
Hartford Capital Apprec A ITHAX 45.61 7/22/1996 0.45 22.52 4.59 10.84
Hartford Capital Apprec I ITHIX 44.69 8/31/2006 0.66 22.84 4.87 11.15
Hartford Capital Apprec R3 ITHRX 51.28 12/26/2006 0.02 22.06 4.21 10.45
Hartford Capital Apprec R4 ITHSX 54.60 12/26/2006 0.28 22.45 4.54 10.79
Hartford Capital Apprec R5 ITHTX 56.19 12/21/2006 0.49 22.83 4.84 11.12
Huntington Conservative Alloc A HCAFX 45.01 3/1/2017 0.74 22.95 4.95 11.24

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Hartford Capital Apprec A ITHAX 2000 50 2000 A

Contact Information

Family Hartford
Address 500 Bielenburg Dr.
Woodbury, MN 55125
Phone 888 843-7824