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Hartford Dividend and Growth R4 HDGSX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 37.00  /  −0.88 %
  • Total Assets 18.0 Bil
  • Adj. Expense Ratio
    1.050%
  • 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 1.24%
  • Turnover 26%

USD | NAV as of Jul 19, 2024 | 1-Day Return as of Jul 19, 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.

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 HDGSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.46 788.8 Mil
Technology

Alphabet Inc Class A

4.06 717.9 Mil
Communication Services

Wells Fargo & Co

2.95 522.2 Mil
Financial Services

Apple Inc

2.59 458.0 Mil
Technology

JPMorgan Chase & Co

2.37 418.1 Mil
Financial Services

Qualcomm Inc

2.36 417.2 Mil
Technology

Cisco Systems Inc

2.16 381.5 Mil
Technology

Usd

2.15 379.6 Mil
Cash and Equivalents

UnitedHealth Group Inc

1.95 345.4 Mil
Healthcare

TotalEnergies SE ADR

1.75 308.8 Mil
Energy