Hartford Capital Appreciation R5
(ITHTX)
+0.54
+1.21%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 44.70 |
| Category | Large Blend |
| Net Assets | 133.07 Mil |
| Yield | 0.85% |
| Morningstar Risk | High |
| Morningstar Return | Low |
- Last NAV update 5/17/2013 4:00 PM ET
| NA |
|---|
| The investment seeks growth of capital. The fund seeks to achieve its goal by investing primarily in stocks selected on the basis of potential for capital appreciation. It normally invests at least 65% of its net assets in common stocks of medium and large companies. The fund may invest up to 35% of its net assets in securities of foreign issuers and non-dollar securities, including companies that conduct their principal business activities in emerging markets or whose securities are traded principally on exchanges in emerging markets. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 43.47% | 13.26% | -14.99% | 20.61% | 21.58% |
| Value ($) | 14,347.00 | 16,249.41 | 13,813.62 | 16,660.61 | 20,255.97 |
- Year to date performance as of 5/16/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Hartford Mutual Funds |
| Fund Manager | Saul Pannell |
| Tenure (Years) | 17 |
| Fund Status | Open |
| Minimum Initial Purchase | 0.00 |
| Minimum IRA Investment | 0.00 |
| Front Load | 0.00 |
| Expense Ratio | 0.80% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 10.83% |
| 3 Months | 12.20% |
| 1 Year | 42.34% |
| 3 Years* | 12.41% |
| 5 Years* | 1.58% |
- * Annualized returns
- Performance as of 5/16/2013 8:00 PM ET
| ITHTX | Large Blend | |
|---|---|---|
| 5-Yr Return | 1.58% | 4.18% |
| Sharpe Ratio | 0.54 | 0.74 |
| Net Assets | 133.07 Mil | 850.99 Mil |
| Avg Market Cap | 23.76 Bil | 42.44 Bil |
| Avg P/E | 14.64 | 13.91 |
| Portfolio Turnover | 74 | 52 |
| Symbol | Value ($) |
|---|---|
| Stocks | 94.00% |
| Cash | 1.55% |
| Fixed Income | 0.17% |
| Other | 4.28% |
| NAME | % NET ASSETS |
|---|---|
| Gilead Sciences Inc | 3.66% |
| Cisco Systems Inc | 3.63% |
| United Continental Holdings Inc | 3.59% |
| Ford Motor Co | 3.17% |
| Hertz Global Holdings Inc | 3.17% |
| JPMorgan Chase & Co | 2.90% |
| Teva Pharmaceutical Industries Ltd ADR | 2.87% |
| American International Group Inc | 2.86% |
| Best Buy Co Inc | 2.36% |
| Kroger Co | 2.28% |
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