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.
Morningstar’s Fund Analysis ITHAX
Will ITHAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of ITHAX’s parent organization’s priorities and whether they’re in line with investors’ interests.