Nasdaq - Delayed Quote USD

Hartford Capital Appreciation HLS IB (HIBCX)

50.96
+0.15
+(0.30%)
As of 8:09:20 AM EDT. Market Open.
Loading Chart for HIBCX
  • Previous Close 50.81
  • YTD Return -7.01%
  • Expense Ratio 0.92%
  • Category Large Blend
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 3.35B
  • Beta (5Y Monthly) 0.95
  • Yield 0.55%
  • 5y Average Return --
  • Holdings Turnover 72.00%
  • Last Dividend 0.28
  • Inception Date Apr 1, 1998

The fund normally invests at least 65% of its net assets in common stocks. The fund may invest in securities of any market capitalization but tends to focus on medium and large companies. The fund may also invest up to 15% of its net assets in equity securities of foreign issuers and non-dollar securities, including companies that conduct their principal business activities in emerging markets or whose securities are traded principally on exchanges in emerging markets. The fund may trade securities actively.

Hartford Mutual Funds

Fund Family

Large Blend

Fund Category

3.35B

Net Assets

1998-04-01

Inception Date

Performance Overview: HIBCX

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Trailing returns as of 5/14/2025. Category is Large Blend.

YTD Return

HIBCX
7.01%
Category
5.31%
 

1-Year Return

HIBCX
7.48%
Category
20.31%
 

3-Year Return

HIBCX
9.17%
Category
6.48%
 

5-Year Return

HIBCX
12.06%
Category
11.78%
 

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Holdings: HIBCX

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Sector Weightings

SectorHIBCX
Technology   29.25%
Healthcare   10.66%
Industrials   5.46%
Energy   3.64%
Real Estate   2.54%
Utilities   2.13%

Recent News: HIBCX

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Research Reports: HIBCX

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