About HDGSX
The Hartford Dividend and Growth Fund Class R4 is a mutual fund designed to offer investors a high level of current income while seeking long-term capital growth. Managed primarily through investments in large, well-established U.S. companies, the fund follows a value-oriented approach, focusing on equities that are perceived as undervalued but demonstrate strong, consistent cash flows and healthy dividend payments. The investment team, supported by Wellington Management, employs a disciplined process that includes capital-cycle analysis to help determine optimal periods for buying, selling, or holding investments.
With a diversified portfolio of approximately 67 holdings, the fund maintains significant exposure to sectors such as technology, financial services, healthcare, and energy. Notable holdings include Microsoft, Alphabet, Wells Fargo, and Apple. The fund typically invests over 99% of its assets in equities, with a portion allocated to foreign stocks, and aims for quarterly dividend distributions. Positioned within the large value category, it is tailored to retirement accounts and investors looking for a blend of income and growth potential in their equity allocation.
Fund Family Hartford Mutual Funds
Category Large Value
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol HDGSX
Share Class Class R4
Index S&P 500 TR
HDGSX had a total return of 20.67% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.54%.
