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Morningstar

Hartford Capital Appreciation A ITHAX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
36.61  /  0.36 %
Total Assets
6.0 Bil
Adj. Expense Ratio
1.040%
Expense Ratio
1.040%
Fee Level
Average
Longest Manager Tenure
9.75 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.11%
Turnover
62%

USD | NAV as of Dec 01, 2022 | 1-Day Return as of Dec 01, 2022, 10:59 PM GMT+00:00

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.

Director

Summary

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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.

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