ITHRX Mutual Fund

ITHRX Mutual Fund (Hartford Capital Appreciation Fund Cl R3) is managed by Hartford Funds with $27.4M in net assets. ITHRX expense ratio is 1.42%, holding 145 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2006-12-22.

ITHRX performance shows a YTD return of 8.69%. The 1-year return is 13.57% and the 5-year return is 7.12%. ITHRX dividend yield stands at 5.23%, paid annually.

ITHRX top holdings include Nvidia Corp (7.1%), Alphabet Inc,class A (5.8%), Apple, Inc (5.3%), Microsoft Corp (5.2%), Broadcom Inc (4.8%). 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.