ITHRX

About ITHRX

Hartford Capital Appreciation Fund Class R3 is an actively managed mutual fund focused on achieving capital growth by investing predominantly in common stocks. Employing a multimanager strategy, the fund brings together the expertise of multiple active managers and is sub-advised by Wellington Management, known for its collaborative and research-driven investment approach. The fund applies a high-conviction, bottom-up security selection process, identifying what it considers the best investment ideas across sectors, market capitalizations, and styles. Targeting primarily large-cap U.S. equities, the fund typically holds a diverse portfolio with a strong emphasis on sectors such as technology, communication services, and consumer discretionary. As of the latest data, the majority of assets are allocated to well-established companies like Apple, NVIDIA, Microsoft, and Alphabet. The fund maintains a relatively high portfolio turnover, reflecting its active management style, and seeks to outperform broad market benchmarks like the Russell 3000 Index through disciplined stock selection. With over 98% of its assets in equities and a focus on growth, Hartford Capital Appreciation Fund Class R3 serves investors seeking long-term capital appreciation through diversified equity exposure managed by a team of experienced professionals.