Back to top
more

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

(NASDAQ Mutual Funds) As of Apr 29, 2026 05:29 PM ET

$45.24 USD

+0.02 (0.04%)

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

5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

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

Strong Sell 5
MF Report

Fund Description

The fund normally invests at least 65% of its net assets in common stocks, focusing primarily on medium and large companies while allowing for investments across all market capitalizations. It employs a multiple sleeve structure where several components are managed separately using distinct investment styles and philosophies to identify securities for purchase or sale. The sub-adviser may allocate assets to a Risk Managed Sleeve, which includes securities selected through systematic screening methodologies aimed at complementing other sleeves' risk profiles. The flexible approach allows for a diverse range of investment strategies across various sectors, companies, and industries, with potential active trading of portfolio securities.

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 23.84 7/22/1996 0.00 10.09 11.40 5.33
Hartford Capital Apprec Y HCAYX 57.25 7/22/1996 0.37 11.30 12.59 6.43
Hartford Capital Apprec A ITHAX 45.24 7/22/1996 0.29 11.02 12.31 6.18
Hartford Capital Apprec I ITHIX 43.73 8/31/2006 0.53 11.31 12.60 6.45
Hartford Capital Apprec R3 ITHRX 51.41 12/26/2006 0.00 10.62 11.90 5.79
Hartford Capital Apprec R4 ITHSX 54.91 12/26/2006 0.11 10.98 12.26 6.12
Hartford Capital Apprec R5 ITHTX 56.63 12/21/2006 0.38 11.31 12.58 6.44
Huntington Conservative Alloc A HCAFX 43.72 3/1/2017 0.62 11.41 12.70 6.55

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