Morningstar

Hartford Dividend and Growth A IHGIX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 37.22  /  +0.59 %
  • Total Assets 18.5 Bil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • 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 1.32%
  • Turnover 26%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0

Morningstar’s Analysis IHGIX

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

  • People Pillar

    The People Pillar is our evaluation of the IHGIX 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 IHGIX’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 IHGIX

More IHGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.28 792.6 Mil
Technology

Alphabet Inc Class A

3.67 680.0 Mil
Communication Services

Apple Inc

2.94 545.5 Mil
Technology

Wells Fargo & Co

2.75 509.6 Mil
Financial Services

JPMorgan Chase & Co

2.50 463.9 Mil
Financial Services

UnitedHealth Group Inc

2.46 456.8 Mil
Healthcare

Usd

2.24 415.2 Mil
Cash and Equivalents

Cisco Systems Inc

2.24 414.6 Mil
Technology

Qualcomm Inc

1.93 358.4 Mil
Technology

Unilever PLC ADR

1.91 354.6 Mil
Consumer Defensive

Sponsor Center