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Hartford Capital Appreciation Fund Cl R4: (MF: ITHSX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:10 PM ET

$60.70 USD

-0.27 (-0.44%)

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

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 8.78 45
3 months 1.21 33
6 months 15.44 57
1 Year 11.10 40
3 Year 17.40 68
5 Year 8.39 65
10 Year 11.58 67

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -56.22
Bull Market (2/09 - 3/21) 822.23

Load Adjusted Returns as of Sep 30, 2026

1 Year 11.10
5 Year 8.38
10 Year 11.58
Since Inception 8.35

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.77 14.06 1.21 NA
2025 -6.32 8.79 6.00 2.12
2024 9.00 2.07 6.24 1.97
2023 5.33 6.52 -5.26 11.84
2022 -5.91 -16.37 -5.43 10.27
2021 4.59 4.82 -0.91 5.97

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.7810.3320.5518.89-17.9415.1320.7330.38-4.8821.254.10
% Total Return Rel to Index -3.95-7.89-4.47-7.350.25-13.552.33-1.10-0.49-0.54-7.83
% Total Return Rel to Peer 1.19-1.66-1.46-7.236.920.30-5.055.17-0.472.010.60
% Perf Quintile vs Peer* 3.004.004.004.002.004.004.004.004.004.003.00
% Dividends 0.000.060.090.150.060.000.090.090.050.190.06
% Yield 0.090.100.160.110.150.000.170.200.130.380.15
Capital Gains ($) 0.002.984.360.001.876.831.991.645.625.320.00
Expense Ratio 1.101.101.101.101.101.101.101.111.101.401.12

* 1 = Top 20%, 5 = Bottom 20%