ITHSX Mutual Fund

ITHSX Mutual Fund (Hartford Capital Appreciation Fund Cl R4) is managed by Hartford Funds with $17.7M in net assets. ITHSX expense ratio is 1.10%, holding 119 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2006-12-22.

ITHSX performance shows a YTD return of 8.81%. The 1-year return is 9.43% and the 5-year return is 7.44%. ITHSX dividend yield stands at 0.10%, paid annually.

ITHSX top holdings include NVIDIA Corp (8.7%), Microsoft Corp (7.7%), Apple Inc (7.0%), Alphabet Inc,class A (4.9%), Meta Platforms Inc Class A (3.6%). Go to all ITHSX holdings, ITHSX sectors, or ITHSX dividends.

ITHSX can be compared against other funds. Use ITHSX overlap to find shared positions, or ITHSX vs another fund for a side-by-side view. ITHSX alternatives are available via the screener, along with tax-loss harvesting opportunities.