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Morningstar

Hartford Dividend and Growth C HDGCX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 28.97  /  0.31 %
  • Total Assets 15.6 Bil
  • Adj. Expense Ratio
    1.740%
  • Expense Ratio 1.740%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.59%
  • Turnover 18%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:15 PM GMT+0

Morningstar’s Analysis HDGCX

Will HDGCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HDGCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HDGCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of HDGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Accentuates stock-picking in a core-oriented portfolio with a value tilt.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Hartford Dividend and Growth’s small but qualified team follows a disciplined, straightforward process to showcase its favorite large-cap U.S. stocks; it merits a Morningstar Analyst Rating of Bronze for its cheapest share classes, while the pricier ones get Neutral.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HDGCX

More HDGCX Holdings
  • Current Portfolio Date
  • Equity Holdings 74
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 30.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.52
1,072,587,521
Technology

Alphabet Inc Class A

5.88
967,892,586
Communication Services

Apple Inc

2.88
474,533,815
Technology

JPMorgan Chase & Co

2.63
432,371,429
Financial Services

ConocoPhillips

2.36
388,069,160
Energy

UnitedHealth Group Inc

2.27
372,931,378
Healthcare

Comcast Corp Class A

2.25
369,702,825
Communication Services

TotalEnergies SE ADR

1.97
324,363,602
Energy

Visa Inc Class A

1.96
322,693,513
Financial Services

Usd

1.80
296,005,518
Cash and Equivalents