Live Updates:

On | Off

Fund Research for Hartford Capital Appreciation R3 (ITHRX)

  • Fund Overview

    Fund Inception Date: Dec 21, 2006
    Category: Large Blend
    Overall Risk: High
    Fund Family: Hartford Mutual Funds
    Return Since Inception: -4.11%
    YTD Return: 3.23%
    Yield (TTM): 0.00%
    Net Assets: 67.51 M
    Morningstar Rating:
    3 of 5

    The investment seeks growth of capital. The fund normally invests at least 65% of total assets in common stocks of small, medium and large companies. It may invest up to 35% of total assets in securities of foreign issuers and non-dollar securities, including emerging market securities.

    You need a current version of Adobe Flash Player plugin to view this chart.

    Get Adobe Flash player
    Size
    Average Market Cap $35,781 M
    Market Capitalization Portfolio
    Giant 47.68%
    Large 45.80%
    Medium 6.52%
    Small 0.00%
    Micro 0.00%
    Morningstar Rating as of 02/28/2010
    YTD Returns as of 03/19/2010    		 Style Box Detail calculations do not include the fund's short positions (if any)

  • Fund Performance

    10 year Growth Chart
    Growth of $10,000 from 12/31/2006 to 02/28/2010
    Mouseover the chart to see values for each month.

    You need a current version of Adobe Flash Player plugin to view this chart.

    Get Adobe Flash player

    Total Annualized Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Fund 3.23% 60.66% -2.51% — 2.48% -4.11%
    +/- Category -0.96% 9.19% 1.72% — 2.04% —
    +/- S&P 500 TR -1.78% 10.68% 0.98% — -0.31% —

    Standardized Annual Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Month (as of 02/28/2010) -1.97% 65.06% -4.15% 2.57% 2.48% -4.11%
    Quarter (as of 12/31/2009) 42.52% 42.52% -3.94% — — -3.69%
    Fund and Category YTD, 1yr, 3yr and 5yr Returns as of 03/19/2010
    Index YTD,1yr, 3ys and 5yr Returns as of 03/19/2010 10 yr and Since Inception Returns as of 02/28/2010
    Inception Date: 12/21/2006
    Ratings are based on risk-adjusted performance.
    View Total Returns

  • Fund Portfolio Profile

    Sector Breakdown

    Stocks
    Information 19.13%
    Service 48.90%
    Manufacturing 27.46%

    Asset Allocation

    Short Long Net Assets
    Cash — 3.59% 3.59%
    Stocks — 96.13% 96.13%
    Bonds — 0.25% 0.25%
    Other — 0.00% 0.00%
    Foreign Stocks
    (as a % of assets)    		 — 26.51% 26.51%
    Data as of 01/31/2010 Data as of 01/31/2010 View Fund Portfolio

    Top 10 Holdings

    Sector P/E Return as of 02/28/2010 Net Assets
    = FORD MTR CO DEL (F) Consumer Goods 15.45 24.10% 4.11%
    = ACE, Ltd. (ACE) Financial Services — 0.06% 3.53%
    - MERCK & CO INC NEW (MRK) Healthcare 6.74 2.00% 3.28%
    = GOLDMAN SACHS GROUP INC (GS) Financial Services 8.04 -7.08% 3.16%
    = PFIZER INC (PFE) Healthcare 13.75 -1.43% 2.91%
    = Roche Holding AG (RHHVF) Healthcare — -0.30% 2.84%
    - STAPLES INC (SPLS) Consumer Services 23.28 5.16% 2.51%
    + WELLS FARGO & CO NEW (WFC) Financial Services 17.36 1.52% 2.40%
    + UNITEDHEALTH GROUP INC (UNH) Healthcare 10.61 11.68% 2.34%
    = MCKESSON CORP (MCK) Consumer Services 14.66 -3.17% 2.17%
    + Increase - Decrease = No change * New since last portfolio
    Top 10 holdings account for the fund's short positions (if any). Net short positions appear shaded.
    P/E as of 03/19/2010
    All other data as of 12/31/2009
    View Fund Portfolio

  • Sales Information

    Sales Charge %

    Initial —
    Deferred —
    Taken from prospectus dated 11/01/2009
    Expense Ratio (based on net assets) 1.46%
    Taken from annual report dated 10/31/2009

  • Fund Management