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Hartford Dividend and Growth I HDGIX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 33.49  /  +0.30 %
  • Total Assets 16.8 Bil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.50%
  • Turnover 26%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:13 PM GMT+0

Morningstar’s Analysis HDGIX

Will HDGIX outperform in future?

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

Moderation is its key virtue.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HDGIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.62 920.0 Mil
Technology

Alphabet Inc Class A

5.49 899.7 Mil
Communication Services

Apple Inc

2.68 439.3 Mil
Technology

Usd

2.25 368.1 Mil
Cash and Equivalents

UnitedHealth Group Inc

2.18 356.8 Mil
Healthcare

Wells Fargo & Co

2.15 352.0 Mil
Financial Services

JPMorgan Chase & Co

2.07 338.4 Mil
Financial Services

Chevron Corp

1.90 310.9 Mil
Energy

Cisco Systems Inc

1.88 307.6 Mil
Technology

Cognizant Technology Solutions Corp Class A

1.87 306.6 Mil
Technology