ITHTX Mutual Fund

ITHTX Mutual Fund (Hartford Capital Appreciation Fund Cl R5) is managed by Hartford Funds with $18.5M in net assets. ITHTX expense ratio is 0.80%, holding 155 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2006-12-22.

ITHTX performance shows a YTD return of 6.57%. The 1-year return is 14.59% and the 5-year return is 7.60%. ITHTX dividend yield stands at 5.21%, paid annually.

ITHTX 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 ITHTX holdings, ITHTX sectors, or ITHTX dividends.

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