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Morningstar

Hartford Dividend and Growth Y HDGYX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 36.71  /  −0.03 %
  • Total Assets 17.7 Bil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 1.53%
  • Turnover 26%

USD | NAV as of Jul 05, 2024 | 1-Day Return as of Jul 05, 2024, 10:18 PM GMT+0

Morningstar’s Analysis HDGYX

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

  • People Pillar

    The People Pillar is our evaluation of the HDGYX 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 HDGYX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HDGYX

More HDGYX Holdings
  • 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