Fact Sheet

 

Fund_ITHAX


Hartford Capital Appreciation A (ITHAX) Fund Inception 22-Jul-96 Saul J. Pannell - Lead Manager since 22-Jul-96 Pannell is senior vice president an... more

Login to start tracking Fund_ITHAX

Fund_ITHAX has 3 followers

Login to invite your friends to follow Fund_ITHAX

Location:
Connecticut, USA
Inception:
30-Dec-05
Ann. Return:
-15.49%
Valuation:
$$$
Capitalization Bias:
n/a
Long/Short:
n/a

Investor Type

Approach:
Risk Profile:
Holding Period:
Focus:
Latest blog post

Latest Blog Post

Market report: 2007-05-22 (22-May-07)
Holdings: TOP 10 HOLDINGS ( 20.58% OF TOTAL ASSETS) As of 31-Mar-07 MEDTRONIC INC MDT 2.39% GEN ELECTRIC CO GE 2.38% Toyota Motor N/A 2.36% GOOGLE GOOG 2.20% HALLIBURTON CO HAL 2.15% DOW CHEMICAL DOW 1.96% CITIGROUP INC C 1.92% E M C CP EMC 1.79% INTL BUSINESS MACH IBM 1.72% LOCKHEED MARTIN CP LMT 1.71% ... View Blog

Fund_ITHAX DJIA
Return Since Inception -38.92
Month to Date Return -5.50 -4.64
Last 3 Months Return -38.71 -23.52
Last 12 Months Return -47.79 -33.97
Annualized Return -15.49 -8.10
Alpha -6.64
Beta 1.06

Latest Trades

Login to track fund_ithax and view trades.

Risk

Annualized Std. Deviation Sharpe Ratio Maximum Drawdown
28.17%
23.87%
   

 -0.73

 -0.55

 -19.38%

 -17.06%
Benchmark Fund_ITHAX
Member DJIA      
Holdings Summary

Fund_ITHAX's Latest Commentary

Created a blog post. 22-May-07

Talk to Fund_ITHAX

Log in to ask this member a question

Previous questions

fissary asked (01-Aug-08)
Ithax will perform?
Holdings Summary

Watchlist Ideas

Fund_ITHAX has no current Watchlist ideas.

Holdings Summary

Holding Summary

Top 5 Holdings
ITHAX
Long
Total 100.00%
Holdings 1
View detail
 
Industry Breakdown
Funds
Long
 
Geographic Breakdown
United States
Long