About HDGYX
Hartford Dividend and Growth Fund Class Y is a mutual fund that focuses on delivering a high level of current income while also aiming for capital growth. The fund primarily invests in equity securities of companies that typically feature above-average dividend yields and strong prospects for capital appreciation. Its strategy centers on identifying undervalued industry leaders with consistent cash flows and healthy dividend profiles, supported by a rigorous capital-cycle analysis to determine optimal buy, sell, or hold opportunities. The fund is sub-advised by Wellington Management, leveraging their comprehensive research capabilities across major asset classes. Emphasizing large-cap value stocks, the portfolio typically boasts a high concentration in financials, technology, healthcare, and consumer defensive sectors, with top holdings including prominent companies such as Microsoft, JP Morgan Chase, and Alphabet. The fund maintains a diversified approach with around 67 holdings, a quarterly dividend distribution schedule, and seeks to balance risk and return through active management and fundamental analysis. Its role in the market is to provide investors with a source of income and potential long-term growth by investing in established, dividend-paying companies.
Fund Family Hartford Mutual Funds
Category Large Value
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol HDGYX
Share Class Class Y
Index S&P 500 TR
HDGYX had a total return of 12.58% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.94%.
