ITHRX Mutual Fund
ITHRX Mutual Fund
Hartford Capital Appreciation Fund Cl R3
ITHRX Mutual Fund Overview
ITHRX Mutual Fund (Hartford Capital Appreciation Fund Cl R3) is managed by Hartford Funds with $27.6M in net assets. ITHRX expense ratio is 1.42%, holding 155 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2006-12-22.
ITHRX performance shows a YTD return of 7.20%. The 1-year return is 22.15% and the 5-year return is 12.28%. ITHRX dividend yield stands at 5.31%, paid annually.
ITHRX top holdings include Nvidia Corp (6.8%), Apple Inc (5.9%), 'alphabet Inc., Class 'a'' (5.1%), Microsoft Corp 4.100 Feb 06 37 (4.9%), Broadcom Inc (3.8%). View all ITHRX holdings, sector breakdown, or dividend history.
ITHRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ITHRX alternatives are available via the screener, along with tax-loss harvesting opportunities.