Hartford Dividend and Growth’s small but qualified team follows a disciplined, straightforward process to showcase its favorite large-cap U.S. stocks; it merits a Morningstar Analyst Rating of Bronze for its cheapest share classes, while the pricier ones get Neutral.
- NAV / 1-Day Return 29.88 / 0.43 %
- Total Assets 15.1 Bil
-
Adj. Expense Ratio
0.960%
- Expense Ratio 0.960%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 1.28%
- Turnover 18%
Morningstar’s Analysis IHGIX
Will IHGIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 74
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector