The Hartford Capital Appreciation Fund Class Y
HCAYX
NASDAQ
| Weiss Ratings | HCAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | HCAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Hartford Mutual Funds | |||
| Manager/Tenure (Years) | Thomas S. Simon (9), Veenu Ramchandani (2) | |||
| Website | http://www.hartfordfunds.com | |||
| Fund Information | HCAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | The Hartford Capital Appreciation Fund Class Y | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jul 22, 1996 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | HCAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.33% | |||
| Dividend | HCAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.14% | |||
| Asset Allocation | HCAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.53% | |||
| Stock | 96.02% | |||
| U.S. Stock | 93.54% | |||
| Non-U.S. Stock | 2.48% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.45% | |||
| Price History | HCAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.01% | |||
| 30-Day Total Return | -0.43% | |||
| 60-Day Total Return | 2.01% | |||
| 90-Day Total Return | 1.14% | |||
| Year to Date Total Return | 9.08% | |||
| 1-Year Total Return | 11.12% | |||
| 2-Year Total Return | 24.28% | |||
| 3-Year Total Return | 57.75% | |||
| 5-Year Total Return | 47.62% | |||
| Price | HCAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | HCAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $63.38 | |||
| 1-Month Low NAV | $62.51 | |||
| 1-Month High NAV | $63.81 | |||
| 52-Week Low NAV | $53.21 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $64.59 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | HCAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.04 | |||
| Standard Deviation | 13.62 | |||
| Balance Sheet | HCAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 6.18B | |||
| Operating Ratios | HCAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.81% | |||
| Turnover Ratio | 85.00% | |||
| Performance | HCAYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 20.05% | |||
| Last Bear Market Total Return | -16.29% | |||