The Hartford Capital Appreciation Fund
Shareclass
Hartford Capital Appreciation A (ITHAX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund The Hartford Capital Appreciation Fund
FUND COVERAGE
# of holdings136
% of assets95%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co0.76%$48.05M
- 2. Novartis AG ADR0.35%$22.53M
- 3. Marriott International Inc Class A0.54%$34.06M
- 4. Bank of America Corp0.57%$36.17M
- 5. Unilever PLC ADR0.61%$38.67M
- 6. Mastercard Inc Class A0.91%$57.96M
- 7. Philip Morris International Inc0.77%$48.65M
- 8. Wells Fargo & Co0.5%$32.04M
- 9. Accenture PLC Class A0.43%$27.26M
- 10. Northrop Grumman Corp0.8%$50.78M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg0.26%$16.29M
- 2. Viper Energy Inc Ordinary Shares - Class A0.37%$23.54M
- 3. Chewy Inc0.15%$9.75M
- 4. Silgan Holdings Inc0.39%$24.79M
- 5. Roblox Corp Ordinary Shares - Class A0.14%$9.14M
- 6. Palantir Technologies Inc Ordinary Shares - Class A0.33%$21.01M
- 7. Gentex Corp0.57%$36.03M
- 8. Vertiv Holdings Co Class A0.14%$8.96M
- 9. Reliance Inc0.43%$27.48M
- 10. Chesapeake Utilities Corp0.43%$27.57M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund The Hartford Capital Appreciation Fund
Totals
Holdings
Assets
Weight
Prisons
6
$1.04B
16%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
12
$1.19B
19%
Borders high risk
4
$124.58M
1.96%
Total
13
$1.24B
19%
Holdings — 13 flagged holdings
1.
Microsoft Corp
:$395.48M
6.23%
2.
Alphabet Inc Class A
:$306.44M
4.83%
3.
Amazon.com Inc
:$207.59M
3.27%
4.
Alphabet Inc Class C
:$52.94M
0.83%
5.
McDonald's Corp
$51.1M
0.8%
6.
Northrop Grumman Corp
:$50.78M
0.8%
7.
Lockheed Martin Corp
:$39.46M
0.62%
8.
Synovus Financial Corp
:$28.87M
0.45%
9.
Accenture PLC Class A
:$27.26M
0.43%
10.
TransUnion
:$21.82M
0.34%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
The Hartford Capital Appreciation Fund ITHAX
Environment
Social
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