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Hartford Dividend and Growth R3 HDGRX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 36.06  /  −1.29 %
  • Total Assets 17.9 Bil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.95%
  • Turnover 26%

USD | NAV as of May 23, 2024 | 1-Day Return as of May 23, 2024, 10:13 PM GMT+0

Morningstar’s Analysis HDGRX

Will HDGRX 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 HDGRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.60 973.5 Mil
Technology

Alphabet Inc Class A

4.88 847.4 Mil
Communication Services

Wells Fargo & Co

2.91 505.1 Mil
Financial Services

JPMorgan Chase & Co

2.79 484.1 Mil
Financial Services

Apple Inc

2.35 408.5 Mil
Technology

Qualcomm Inc

1.99 346.2 Mil
Technology

UnitedHealth Group Inc

1.99 344.9 Mil
Healthcare

ConocoPhillips

1.92 333.7 Mil
Energy

Micron Technology Inc

1.88 326.7 Mil
Technology

Visa Inc Class A

1.74 302.1 Mil
Financial Services