About HDGFX
The Hartford Dividend and Growth Fund Class F is an equity mutual fund focused on generating a high level of current income alongside growth of capital. It primarily invests in a diversified portfolio of equity securities characterized by above-average dividend yields and strong prospects for capital appreciation. The fund emphasizes a fundamental investment approach centered on companies that exhibit consistent cash flows, attractive valuations, healthy dividends, and leadership within their sectors. Utilizing capital-cycle analysis, the fund aims to strategically identify optimal times to buy, sell, or hold investments. Its portfolio is diversified across major sectors including technology, financial services, healthcare, and consumer defensive industries, with notable holdings in companies like Microsoft, JPMorgan Chase, and Alphabet. Managed with a conservative and sensible style, the fund maintains a substantial equity allocation and targets large-value stocks, supporting stable income distributions on a quarterly basis. Its role in the financial market serves investors seeking a combination of income and growth through quality dividend-paying equities, leveraging the expertise of a seasoned team and sub-advised by Wellington Management.
Fund Family Hartford Mutual Funds
Category Large Value
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol HDGFX
Share Class Class F
Index S&P 500 TR
HDGFX had a total return of 20.60% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.51%.
