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Hartford Capital Appreciation HLS IA (HIACX)

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48.80+0.45 (+0.93%)
At close: 08:01PM EDT

Hartford Capital Appreciation HLS IA

Hartford, CT 06104-2999

P O Box 2999

Hartford Series Fund Inc

860-297-6443
Management information
,Lead manager since 29 February 2024
Veenu Ramchandani, CFA, Vice President and Portfolio Manager of Wellington Management, has served as a portfolio manager for the Fund since 2024 and has been involved in securities analysis for the Fund since 2022. Ms. Ramchandani joined Wellington Management as an investment professional in 2022. Prior to joining Wellington Management, Ms. Ramchandani was a senior investment manager at Abu Dhabi Investment Authority (2016 –  2021) and held a variety of roles at Goldman Sachs Asset Management (2006 –  2016).
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Blend
Fund familyHartford Mutual Funds
Net assets3.77B
YTD return8.79%
Yield0.75%
Morningstar rating★★
Inception date31 Mar 1998

Fund operations

Last dividend0.38
Last cap gain11.00
Holdings turnover49.00%
Average for categoryN/A

Fees and expenses

ExpenseHIACXCategory average
Annual report expense ratio (net)0.92%0.84%
Prospectus net expense ratio0.92%N/A
Prospectus gross expense ratio0.92%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.28%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A