ITHAX Rating, Research - Hartford Capital Appreciation A

Hartford Capital Appreciation A (ithax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

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


SWOT Statistics

Strengths + Opportunities = 80

Threats + Weaknesses = 78

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

Fund Management Team

Fund Description Update

Hartford Capital Appreciation A (ITHAX) Description: ITHAX is a mutual fund, which is an investment that owns a basket of assets. The ITHAX 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 long management tenure and is in the large fund size classification. ITHAXs minimum initial investment amount is $2000 while the IRA minimum is $0. ITHAXs expense ratio is roughly 1%. The latest ITHAXs front end load was 6% and the back end load was 0%. The Hartford Capital Appreciation A (ITHAX) mutual fund falls under the large-cap mixed category. ITHAX focuses its investments in USA and ITHAX is not affiliated with a particular industry or fund sector. The Hartford Capital Appreciation A (ITHAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ITHAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ITHAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks growth of capital. The fund normally invests at least 65% of total assets in common stocks (see stock research) 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.

Management Analysis Update

Hartford Capital Appreciation A's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update