About HDGVX
The Hartford Dividend and Growth Fund Class R6 is a mutual fund designed to provide investors with a high level of current income while seeking long-term capital appreciation. The fund primarily invests in large-cap U.S. companies that exhibit strong and consistent cash flows, attractive valuations, stable or growing dividends, and solid market leadership. Its investment strategy focuses on identifying undervalued firms with improving profitability, aiming to uncover opportunities throughout various market cycles.
Managed with a disciplined, fundamental approach, the fund holds a diversified portfolio composed largely of equities from sectors such as technology, financial services, healthcare, and consumer defensive. Notable holdings often include prominent companies like Microsoft, Alphabet, JPMorgan Chase, and Apple. The fund has a large value investment style, typically favoring stocks with above-average dividend yields and the potential for steady growth. With more than 65 holdings and a significant percentage of assets concentrated among its top ten positions, the Hartford Dividend and Growth Fund Class R6 serves as a core holding for investors seeking income and capital growth through quality, value-oriented U.S. equities.
Fund Family Hartford Mutual Funds
Category Large Value
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol HDGVX
Share Class Class R6
Index S&P 500 TR
HDGVX had a total return of 24.60% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.04%.
