HCTAX Rating, Research - Hartford Capital Appreciation Ii A

Hartford Capital Appreciation Ii A (hctax)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 184

Threats + Weaknesses = 107

When strengths & opportunities substantially exceed threats & weaknesses an investment in the hctax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Hartford Capital Appreciation Ii A (HCTAX) Description: HCTAX is a mutual fund, which is an investment that owns a basket of assets. The HCTAX mutual fund was provided by Harford and this investment vehicle derives the majority of its value from equity holdings (stocks). Harfords mutual fund has a medium management tenure and is in the large fund size classification. HCTAXs minimum initial investment amount is $2000 while the IRA minimum is $0. HCTAXs expense ratio is roughly 2%. The latest HCTAXs front end load was 6% and the back end load was 0%. The Hartford Capital Appreciation Ii A (HCTAX) mutual fund falls under the large-cap mixed category. HCTAX focuses its investments in USA and HCTAX is not affiliated with a particular industry or fund sector. The Hartford Capital Appreciation Ii A (HCTAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HCTAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HCTAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks Long-term capital appreciation, and current income is the secondary. The fund invests at least 80% of net assets in common stocks (see stock research) and other U.S. traded equity securities (see equity research) of large cap companies. U.S. traded equity securities (see equity research) may include listed American Depositary Receipts ("ADRs"). It targets companies with market capitalizations range of companies in the S&P 500 Index. In addition, to implement This investment vehicle strategy, the fund may buy or sell, to a limited extent, derivative instruments.


Management Analysis Update


Performance Analysis Update