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Morningstar

Hartford Dividend and Growth R3 HDGRX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 31.06  /  1.17 %
  • Total Assets 16.0 Bil
  • Adj. Expense Ratio
    1.340%
  • Expense Ratio 1.350%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.82%
  • Turnover 18%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis HDGRX

Will HDGRX 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 HDGRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HDGRX 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 HDGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A good option at the right price.

Director

Summary

| by Alec Lucas

Hartford Dividend and Growth’s measured approach merits a Morningstar Analyst Rating of Bronze for its cheapest share classes, while the pricier ones are rated Neutral.

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