Questions about the efficacy of Hartford Capital Appreciation’s factor-based sleeve manager approach keep its Morningstar Analyst Rating at Neutral across all share classes.
Hartford Capital Appreciation A ITHAX
NAV / 1-Day Return
37.61
/
1.70
%
Total Assets
6.4 Bil
Adj. Expense Ratio
1.040%
Expense Ratio
1.040%
Fee Level
Average
Longest Manager Tenure
9.45
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
2,000
Status
Open
TTM Yield
0.11%
Turnover
62%
Morningstar’s Fund Analysis ITHAX
Will ITHAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ITHAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the ITHAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of ITHAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Trending positive, but caution is still warranted here.
