ITHSX Mutual Fund

ITHSX Mutual Fund (Hartford Capital Appreciation Fund Cl R4) is managed by Hartford Funds with $21.9M in net assets. ITHSX expense ratio is 1.10%, holding 155 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2006-12-22.

ITHSX performance shows a YTD return of 6.41%. The 1-year return is 13.99% and the 5-year return is 7.31%. ITHSX dividend yield stands at 5.12%, paid annually.

ITHSX 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 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.