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Hartford Capital Appreciation B (IHCAX) Fund Ranking and Research

Ranking, Research and Recommendation of Hartford Capital Appreciation B (IHCAX) Fund

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Graph of Hartford Capital Appreciation B Fund (IHCAX) ManagerFund Manager - Saul J. Pannell

Fund Manager Information

Fund Manager Tenure: 23.7 years
Fund Family: Hartford Mutual Funds
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.35)     (What does this score mean?)
Mr. Pannell (BA Harvard, MBA Harvard Business School) has been with Wellington Management for 16 years and has 26 years overall experience.  Get more insights on Saul J. Pannell

 

Graph of Hartford Capital Appreciation B Fund (IHCAX) ProfileHartford Capital Appreciation B Fund (IHCAX) Profile

Fund Profile and Description

Hartford Capital Appreciation B Fund seeks growth of capital. Hartford Capital Appreciation B 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.

 

Hartford Capital Appreciation B (IHCAX) Fund Strength What we like about Hartford Capital Appreciation B (IHCAX) Fund

Data for Hartford Capital Appreciation B Fund (IHCAX) as of May 30, 2016

  • Hartford Capital Appreciation B Fund (IHCAX) management has been with Hartford Capital Appreciation B Fund for 23.7 years
  • Hartford Capital Appreciation B Fund (IHCAX) ratio of up-years vs down years is greater than 2

Hartford Capital Appreciation B Fund (IHCAX) Weakness What we are cautious about Hartford Capital Appreciation B (IHCAX) Fund

Data for Hartford Capital Appreciation B Fund (IHCAX) as of May 30, 2016

  • Hartford Capital Appreciation B Fund (IHCAX) has a less-than-ideal short-term performance (1-year return -6.22% vs -1.15% Large Blend category median performance)
  • Hartford Capital Appreciation B Fund (IHCAX) has a less-than-ideal mid-term performance (3-year return 7.48% vs 9.43% Large Blend category median performance)
  • Hartford Capital Appreciation B Fund (IHCAX) has a less-than-ideal Long-term performance (5-year return 7.80% vs 10.15% Large Blend category median performance)
  • Hartford Capital Appreciation B Fund (IHCAX) has a Morningstar rating of 3 and below
  • Hartford Capital Appreciation B Fund (IHCAX) is less safe compared to its Large Blend peers
  • Hartford Capital Appreciation B Fund (IHCAX) has an annual stock turnover rate of 79.00% that is higher than the Large Blend average of 53.12%. This could mean Hartford Capital Appreciation B is more nimble, but also signal potential high tax impact and high trading fees
  • Hartford Capital Appreciation B Fund (IHCAX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.04 that is higher than category average of 11.67
  • Hartford Capital Appreciation B Fund (IHCAX) has a higher expense ratio of 1.97% than its Large Blend average of 1.02%
  • Hartford Capital Appreciation B Fund (IHCAX) carries a 5% load
See Hartford Capital Appreciation B Fund (IHCAX) performance details as of May 30, 2016

 

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Compare Hartford Capital Appreciation B Fund (IHCAX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Hartford Capital Appreciation B-1.02-6.227.487.80
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Hartford Capital Appreciation B Fund (IHCAX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Hartford Capital Appreciation B Fund (IHCAX) Net Asset TrackingHartford Capital Appreciation B (IHCAX) Fund Net Asset

Track net asset change of Hartford Capital Appreciation B fund (IHCAX)

DateNet Asset
05/2016$9.40B
03/2016$9.57B
02/2016$9.03B
More historic net asset information on Hartford Capital Appreciation B Fund (IHCAX)

  

Graph of Hartford Capital Appreciation B Fund (IHCAX) Portfolio TrackingHartford Capital Appreciation B (IHCAX) Fund Portfolio Allocation

Track portfolio allocation change of Hartford Capital Appreciation B fund (IHCAX)

DateCashStockBondOther
04/20160.81%94.09%0%4.07%
02/20160.56%94.16%0%4.19%
01/20161.76%93.28%0%3.89%
Click here to see more historic asset allocation information on Hartford Capital Appreciation B Fund (IHCAX)

 

graph of Hartford Capital Appreciation B Fund (IHCAX) Top 10 Position TrackingTop 10 Holdings in Hartford Capital Appreciation B (IHCAX) Fund

Discover what Hartford Capital Appreciation B Fund (IHCAX) manager is buying

Apr 29, 2016
Bristol-Myers Squibb Company Co [3.56%]
Merck & Company, Inc. Common St [2.74%]
JP Morgan Chase & Co. Common St [2.29%]
D/B/A Chubb Limited New Common [1.94%]
Alphabet Inc. [1.6%]
Facebook, Inc. [1.5%]
HCA Holdings, Inc. Common Stock [1.34%]
Allergan plc Ordinary Shares [1.27%]
Intel Corporation [1.24%]
Global Payments Inc. Common Sto [1.22%]

Feb 28, 2016
Bristol-Myers Squibb Company Co [3.38%]
Merck & Company, Inc. Common St [2.76%]
JP Morgan Chase & Co. Common St [2.11%]
D/B/A Chubb Limited New Common [1.98%]
Microsoft Corporation [1.85%]
Alphabet Inc. [1.8%]
Intel Corporation [1.73%]
Facebook, Inc. [1.51%]
Allergan plc Ordinary Shares [1.3%]
Activision Blizzard, Inc [1.25%]

Jan 30, 2016
Bristol-Myers Squibb Company Co [3.34%]
Merck & Company, Inc. Common St [2.67%]
Alphabet Inc. [2.34%]
JP Morgan Chase & Co. Common St [2.1%]
Microsoft Corporation [1.99%]
Facebook, Inc. [1.95%]
D/B/A Chubb Limited New Common [1.91%]
Intel Corporation [1.78%]
Activision Blizzard, Inc [1.64%]
Allergan plc Ordinary Shares [1.34%]
Click here for Stock Holding Change Map in Hartford Capital Appreciation B Fund (IHCAX)

  

Latest News on Hartford Capital Appreciation B (IHCAX) Fund

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Hartford Capital Appreciation B Fund (IHCAX) Related ResourcesSee more information on Hartford Capital Appreciation B (IHCAX) Fund

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