Hartford Capital Appreciation HLS Fund Class IB
HIBCX
NASDAQ
| Weiss Ratings | HIBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | HIBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Hartford Mutual Funds | |||
| Manager/Tenure (Years) | Thomas S. Simon (6), Veenu Ramchandani (1) | |||
| Website | http://www.hartfordfunds.com | |||
| Fund Information | HIBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Hartford Capital Appreciation HLS Fund Class IB | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Apr 01, 1998 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | HIBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.50% | |||
| Dividend | HIBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.41% | |||
| Asset Allocation | HIBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 2.35% | |||
| Stock | 97.47% | |||
| U.S. Stock | 91.51% | |||
| Non-U.S. Stock | 5.96% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.18% | |||
| Price History | HIBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.80% | |||
| 30-Day Total Return | 3.28% | |||
| 60-Day Total Return | 2.08% | |||
| 90-Day Total Return | 7.06% | |||
| Year to Date Total Return | 6.48% | |||
| 1-Year Total Return | 12.51% | |||
| 2-Year Total Return | 36.12% | |||
| 3-Year Total Return | 57.07% | |||
| 5-Year Total Return | 70.07% | |||
| Price | HIBCX-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 | HIBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $49.23 | |||
| 1-Month Low NAV | $49.23 | |||
| 1-Month High NAV | $55.64 | |||
| 52-Week Low NAV | $43.34 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $55.64 | |||
| 52-Week High Price (Date) | Aug 22, 2025 | |||
| Beta / Standard Deviation | HIBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.95 | |||
| Standard Deviation | 14.63 | |||
| Balance Sheet | HIBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 3.69B | |||
| Operating Ratios | HIBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.92% | |||
| Turnover Ratio | 72.00% | |||
| Performance | HIBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 18.72% | |||
| Last Bear Market Total Return | -15.62% | |||