ITHVX Mutual Fund

ITHVX Mutual Fund (Hartford Capital Appreciation Fund Class R6) is managed by Hartford Funds with $31.7M in net assets. ITHVX expense ratio is 0.70%, holding 155 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2014-11-07.

ITHVX performance shows a YTD return of 6.65%. The 1-year return is 14.81% and the 5-year return is 7.71%. ITHVX dividend yield stands at 5.26%, paid annually.

ITHVX 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 ITHVX holdings, ITHVX sectors, or ITHVX dividends.

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