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Morningstar

Hartford Dividend and Growth R5 HDGTX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 34.70  /  −0.03 %
  • Total Assets 16.7 Bil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.47%
  • Turnover 26%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis HDGTX

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

  • People Pillar

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

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.

by Todd Trubey
Rated on Published on

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Portfolio Holdings HDGTX

More HDGTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.73 957.1 Mil
Technology

Alphabet Inc Class A

4.85 809.4 Mil
Communication Services

Wells Fargo & Co

2.90 484.5 Mil
Financial Services

JPMorgan Chase & Co

2.69 449.7 Mil
Financial Services

Apple Inc

2.58 430.6 Mil
Technology

UnitedHealth Group Inc

2.06 344.2 Mil
Healthcare

Qualcomm Inc

1.93 322.6 Mil
Technology

Chevron Corp

1.92 320.6 Mil
Energy

Micron Technology Inc

1.90 316.7 Mil
Technology

Cognizant Technology Solutions Corp Class A

1.88 314.1 Mil
Technology