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

(NASDAQ Mutual Funds) As of Jun 8, 2026 05:09 PM ET

$46.91 USD

+0.13 (0.28%)

Zacks MF Rank

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

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5-Strong Sell of 5         5

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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

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 25.77 7/22/1996 0.00 23.42 14.76 6.40
Hartford Capital Apprec Y HCAYX 61.94 7/22/1996 0.34 24.67 15.96 7.51
Hartford Capital Apprec A ITHAX 46.91 7/22/1996 0.26 24.37 15.68 7.24
Hartford Capital Apprec I ITHIX 47.32 8/31/2006 0.48 24.69 15.97 7.52
Hartford Capital Apprec R3 ITHRX 55.60 12/26/2006 0.00 23.93 15.25 6.85
Hartford Capital Apprec R4 ITHSX 59.40 12/26/2006 0.10 24.34 15.62 7.19
Hartford Capital Apprec R5 ITHTX 61.28 12/21/2006 0.34 24.67 15.96 7.51
Huntington Conservative Alloc A HCAFX 47.31 3/1/2017 0.57 24.81 16.08 7.62

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