HCAYX Mutual Fund

HCAYX Mutual Fund (Hartford Capital Appreciation Fund Class Y) is managed by Hartford Funds with $24.6M in net assets. HCAYX expense ratio is 0.81%, holding 155 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 1996-07-22.

HCAYX performance shows a YTD return of 6.57%. The 1-year return is 14.16% and the 5-year return is 8.53%. HCAYX dividend yield stands at 5.16%, paid annually.

HCAYX top holdings include Nvidia Corp. (6.8%), Apple, Inc (5.9%), Alphabet Inc Common Stock USD 0.001 (5.1%), Microsoft Corp (4.9%), Broadcom Inc (3.8%). Go to all HCAYX holdings, HCAYX sectors, or HCAYX dividends.

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