Nasdaq - Delayed Quote USD

Hartford Capital Appreciation HLS IB (HIBCX)

54.06 +0.37 (+0.69%)
At close: 8:01 PM EST

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • CommonWealth PPS
  • CommonWealth Core
  • SunGard Transaction Network
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation FRIAG
  • WR Hambrecht Co LLC
  • Matrix Financial Solutions
  • DWS Retirement Sevs Investment Offerings
  • ADP Access
  • Mid Atlantic Capital Group
  • ADP Access Open Fund Architecture
  • DailyAccess Corporation Mid-Atlantic
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Schwab Retirement Only
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Large Blend
Fund Family Hartford Mutual Funds
Net Assets 3.75B
YTD Return 17.56%
Yield 0.53%
Morningstar Rating
Inception Date Apr 01, 1998

Performance & Risk

YTD Return 21.69%
5y Average Return 12.56%
Rank in Category (ytd) 61
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Related Tickers