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Hartford Capital Appreciation HLS IA (HIACX)

54.00 -0.97 (-1.76%)
At close: October 30 at 8:08:25 PM EDT
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  • Previous Close 54.97
  • YTD Return 8.87%
  • Expense Ratio 0.68%
  • Category Large Blend
  • Last Cap Gain 38.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Net Assets 3.66B
  • Beta (5Y Monthly) 0.95
  • Yield 0.57%
  • 5y Average Return --
  • Holdings Turnover 58.00%
  • Last Dividend 0.03
  • Inception Date Apr 1, 1998

The fund normally invests at least 65% of its net assets in common stocks. The fund may invest in securities of any market capitalization but tends to focus on medium and large companies. The fund’s portfolio managers select stocks from an investment universe populated by multiple fundamental equity investment teams at the sub-adviser, Wellington Management Company LLP (“Wellington Management”), with different investment approaches and styles. Each fundamental equity team has a distinct investment philosophy and analytical process to identify securities.

Hartford Mutual Funds

Fund Family

Large Blend

Fund Category

3.66B

Net Assets

1998-04-01

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Large Blend.

YTD Return

HIACX
8.87%
Category
5.31%

1-Year Return

HIACX
12.69%
Category
20.31%

3-Year Return

HIACX
18.90%
Category
6.48%

5-Year Return

HIACX
9.95%
Category
11.78%

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