ITHRX Mutual Fund

ITHRX Mutual Fund (Hartford Capital Appreciation Fund Cl R3) is managed by Hartford Funds with $28.7M in net assets. ITHRX expense ratio is 1.42%, holding 155 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2006-12-22.

ITHRX performance shows a YTD return of 6.21%. The 1-year return is 13.50% and the 5-year return is 7.00%. ITHRX dividend yield stands at 5.36%, paid annually.

ITHRX 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 ITHRX holdings, ITHRX sectors, or ITHRX dividends.

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