Hartford Dividend and Growth’s small team uses an orderly process in tune with its pragmatic philosophy, earning Average People and Above Average Process ratings.
Hartford Dividend and Growth R4 HDGSX
- NAV / 1-Day Return 35.03 / +0.83 %
- Total Assets 16.8 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.050%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Medium
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment —
- Status Open
- TTM Yield 1.19%
- Turnover 26%
USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:14 PM GMT+0
Morningstar’s Analysis HDGSX
Will HDGSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 28.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 5.73 | 957.1 Mil | Technology |
Alphabet Inc Class A | 4.85 | 809.4 Mil | Communication Services |
Wells Fargo & Co | 2.90 | 484.5 Mil | Financial Services |
JPMorgan Chase & Co | 2.69 | 449.7 Mil | Financial Services |
Apple Inc | 2.58 | 430.6 Mil | Technology |
UnitedHealth Group Inc | 2.06 | 344.2 Mil | Healthcare |
Qualcomm Inc | 1.93 | 322.6 Mil | Technology |
Chevron Corp | 1.92 | 320.6 Mil | Energy |
Micron Technology Inc | 1.90 | 316.7 Mil | Technology |
Cognizant Technology Solutions Corp Class A | 1.88 | 314.1 Mil | Technology |