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Brief Study of Hartford Capital Appreciation I Fund (ITHIX)

Hartford Capital Appreciation I Fund ITHIX seeks long-term capital growth and to invest at least 80% of net assets in common stocks of companies expected by T. Rowe Price to benefit from the development, advancement, and use of science and technology. While most assets are invested in U.S. common stocks, other securities may also be purchased, including foreign stocks, futures, and options, in keeping with the fund objectives.

This Large Blend producthas a history of positive total returns for over 10 years.  Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 7.1% and 5 year 15.5%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.  

ITHIX’s performance, as of the last filing, when compared to funds in its category was in the top 36% over the past 1 year, and in the top 50% over the past 3 years and in the top 25% over the past 5 years.

The Hartford Capital Appreciation I fund, as of the last filing, allocates their fund in top two major groups; Large Growth and Large Value. Further, as of the last filing, Bristol-Myers Squibb Company, Bank of America Corporation and Facebook Inc were the top holdings for ITHIX.

This Zacks Rank #2 (Buy) was incepted in August 2006 and is managed by Hartford. ITHIX carries an expense ratio of 0.79% and requires a minimal initial investment of $2,000.

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