Hartford Capital Appreciation Y (HCAYX)
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Hartford Capital Appreciation Y
Hartford CT 06115
Itt Hartford Group NC P O Box 2999
HARTFORD MUTUAL FUNDS INC/CT
8008626668
Management information
,Lead manager since 29 February 2024
Veenu Ramchandani, CFA
Managing Director and Portfolio Manager
As a portfolio manager, Veenu manages multi-manager solutions and conducts original research on factor investing, risk management, manager evaluation and portfolio construction. She also contributes to the firm’s manager research platform analyzing key investment trends across the firm’s equity strategies. She is a member of the Fundamental Factor Platform Investment Team which applies a factor-based framework to create innovative, new strategies to solve client challenges and meet customized objectives.
Prior to joining Wellington Management in 2022, Veenu worked as a senior investment manager at Abu Dhabi Investment Authority (2016 – 2021). Before that, she held a variety of roles at Goldman Sachs Asset Management (2006 – 2016).
Veenu earned her BSc in mathematics and economics from the London School of Economics and Political Science (2006). Additionally, she holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
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 assets6.38B
YTD return18.46%
Yield0.35%
Morningstar rating★★
Inception date21 Dec 2006
Fund operations
Last dividend0.20
Last cap gain10.00
Holdings turnover62.00%
Average for categoryN/A
Fees and expenses
ExpenseHCAYXCategory average
Annual report expense ratio (net)0.81%0.78%
Prospectus net expense ratio0.81%N/A
Prospectus gross expense ratio0.81%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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