Hartford Capital Appreciation Fund

Scorecard
2 / 5 Stars
Lipper
2 2 3 4 3
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B- (Buy)

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 67.78 67.78
Bonds 0.0 0.0
Other 4.93 4.93
Foreign Bonds 0.0 0.0
Foreign Stocks 27.29 27.29
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

Ticker YTD Return % % Net Assets
American International Group Inc AIG 8.97 2.58
Micron Technology Inc MU 56.23 2.46
Gilead Sciences Inc GILD 13.57 2.32
United Continental Holdings Inc UAL 11.71 2.01
Bristol-Myers Squibb Company BMY -8.11 2.01
NXP Semiconductors NV NXPI 46.2 1.99
Qualcomm Inc QCOM 8.42 1.93
Raytheon Co RTN 3.98 1.84
Activision Blizzard Inc ATVI 27.59 1.8
CVS Caremark Corp CVS 7.01 1.73

See Also:

Top Hartford Mutual Funds Funds