Hartford Capital Appreciation Fund

690 LEE ROAD,
WAYNE , PA, 19087

Rank

Rank Universe

Summary

The fund seeks capital appreciation by investing in companies across any size in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The strategy employs a multiple portfolio manager structure, which means the fund’s several components are managed separately using different investment styles. Each component sleeve has a distinct investm

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Directors

Jan 12, 2024
  • Paul L. Rosenberg
  • James E. Davey
  • Andrew A. Johnson
  • Robin C. Beery
  • Derrick D. Cephas
  • Hilary E. Ackermann
  • Christine R. Detrick
  • David Sung
  • John J. Gauthier

Chief Compliance Officer

  • Joseph G. Melcher

Fund Manager(s)

  • Gregg Thomas
  • Thomas Simon

Price

  • $54.9 ( -0.1 ) Dec 13, 2024 Last Close
  • Net Assets
  • $5.9B
    Mar 28, 2024
    More
  • 52-Week High/Low
  • $0 - $0
  • Turnover
  • 75%
  • Expense Ratio
  • 1.10%

Documents

Performance

YTD

4.1%

3 Year

9.62%

5 Year

27.41%

Best

43.03%

2009

Worst

-46.12%

2008

Alpha

ITHSX Russell 3000 Index

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