Hartford Capital Appreciation Fund

Scorecard
2 / 5 Stars
Lipper
2 2 2 3 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

Hartford Capital Appreciation is “not going to have a holding in a position or in a sector just because the benchmark has a holding or a position in that sector,” says management. “Conversely, [we’re] willing to take sizeable bets within sectors where [we have] high convictions.” The fund’s benchmark is the Russell 3000 Index.

Asset Allocation

% Long % Net
Cash 0.0 0.0
Stocks 67.67 67.67
Bonds 0.0 0.0
Other 1.97 1.97
Foreign Bonds 0.0 0.0
Foreign Stocks 29.36 29.36
Convertible 0.09 0.09
Preferred 0.91 0.91

Updated 02.28.2014

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 02.28.2014

Ticker YTD Return % % Net Assets
Gilead Sciences Inc GILD -1.94 3.48
American International Group Inc AIG -1.87 2.48
CVS Caremark Corp CVS 4.18 2.48
Google Inc Class A GOOG 1.27 2.35
Aetna Inc AET 9.75 2.34
Micron Technology, Inc. MU 12.37 2.24
United Continental Holdings Inc UAL 23.98 2.24
NXP Semiconductor NV NXPI 32.66 1.96
JPMorgan Chase & Co JPM 4.39 1.94
Ford Motor Co F 6.58 1.9

See Also:

Top Hartford Mutual Funds Funds