Nasdaq - Delayed Quote USD

Hartford Capital Appreciation HLS IA (HIACX)

55.63 +0.38 (+0.69%)
At close: 8:01 PM EST
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DELL
  • Previous Close 55.25
  • YTD Return 17.81%
  • Expense Ratio 0.67%
  • Category Large Blend
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 3.75B
  • Beta (5Y Monthly) 0.94
  • Yield 0.72%
  • 5y Average Return --
  • Holdings Turnover 49.00%
  • Last Dividend 0.03
  • Inception Date Apr 1, 1998

The fund normally invests at least 65% of its net assets in common stocks. The fund may invest in securities of any market capitalization, but tends to focus on medium and large companies. The fund may also invest up to 25% of its net assets in equity 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. The fund may trade securities actively.

Hartford Mutual Funds

Fund Family

Large Blend

Fund Category

3.75B

Net Assets

1998-04-01

Inception Date

Performance Overview: HIACX

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Trailing returns as of 11/6/2024. Category is Large Blend.

YTD Return

HIACX
17.81%
Category
5.31%
?

1-Year Return

HIACX
34.23%
Category
20.31%
?

3-Year Return

HIACX
6.45%
Category
6.48%
?

5-Year Return

HIACX
12.23%
Category
11.78%
?

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Holdings: HIACX

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Top 9 Holdings (29.83% of Total Assets)

SymbolCompany% Assets
AAPL
Apple Inc. 7.56%
NVDA
NVIDIA Corporation 5.32%
MSFT
Microsoft Corporation 4.98%
AMZN
Amazon.com, Inc. 3.38%
GOOGL
Alphabet Inc. 2.38%
UNH
UnitedHealth Group Incorporated 1.65%
META
Meta Platforms, Inc. 1.61%
ACN
Accenture plc 1.54%
NKE
NIKE, Inc. 1.40%

Sector Weightings

Recent News: HIACX

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Research Reports: HIACX

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