ITHSX Mutual Fund

ITHSX Mutual Fund (Hartford Capital Appreciation Fund Cl R4) is managed by Hartford Funds with $20.8M in net assets. ITHSX expense ratio is 1.10%, holding 145 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2006-12-22.

ITHSX performance shows a YTD return of 8.92%. The 1-year return is 13.92% and the 5-year return is 7.45%. ITHSX dividend yield stands at 5.00%, paid annually.

ITHSX 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 ITHSX holdings, ITHSX sectors, or ITHSX dividends.

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