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Hartford Dividend and Growth R4 HDGSX

Analyst rating as of
NAV / 1-Day Return
34.44  /  1.52 %
Total Assets
15.6 Bil
Adj. Expense Ratio
1.050%
Expense Ratio
1.050%
Fee Level
Below Average
Longest Manager Tenure
11.89 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
0
Status
Open
TTM Yield
0.83%
Turnover
18%
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Morningstar’s Analysis

Will HDGSX outperform in future?

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

Team changes pose a challenge but the process here is sound.

Strategist

Summary

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This fund's all-weather process remains intact, but team changes and the need for new lead manager Matthew Baker to build his own record drop the Morningstar Analyst Rating of its cheapest share classes to Bronze from Silver, while the rest are rated Neutral.

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