The Hartford Dividend Fund Quote

HDGSX Fund  USD 39.18  0.25  0.64%   

Performance

6 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 20

 
High
 
Low
Low
The Hartford is trading at 39.18 as of the 26th of November 2024; that is 0.64% up since the beginning of the trading day. The fund's open price was 38.93. The Hartford has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for The Hartford Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund invests primarily in a portfolio of equity securities that typically have above average dividend yields and whose prospects for capital appreciation are considered favorable by the sub-adviser. Under normal market and economic conditions, at least 80 percent of its net assets are invested in dividend paying equity securities. More on The Hartford Dividend

Moving together with The Mutual Fund

  0.9HGOFX Hartford GrowthPairCorr
  0.9HGOIX Hartford GrowthPairCorr
  0.9HGORX Hartford GrowthPairCorr
  0.9HGOSX Hartford GrowthPairCorr
  0.9HGOTX Hartford Growth OppoPairCorr
  0.9HGOVX Hartford GrowthPairCorr

Moving against The Mutual Fund

  0.63HIABX Hartford Total ReturnPairCorr
  0.55HIAHX Hartford Healthcare HlsPairCorr

The Mutual Fund Highlights

Fund ConcentrationHartford Mutual Funds, Large Value Funds, Large Value, Hartford Mutual Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of February 2020
Fiscal Year EndOctober
The Hartford Dividend [HDGSX] is traded in USA and was established 26th of November 2024. The Hartford is listed under Hartford Mutual Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Hartford Mutual Funds family. This fund currently has accumulated 10.68 B in assets under management (AUM) with no minimum investment requirementsHartford Dividend is currently producing year-to-date (YTD) return of 15.65% with the current yeild of 0.01%, while the total return for the last 3 years was 7.31%.
Check The Hartford Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on The Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding The Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as The Hartford Dividend Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top The Hartford Dividend Mutual Fund Constituents

PRUPrudential FinancialStockFinancials
MDTMedtronic PLCStockHealth Care
MRKMerck CompanyStockHealth Care
AVGOBroadcomStockInformation Technology
WMTWalmartStockConsumer Staples
VZVerizon CommunicationsStockCommunication Services
UNHUnitedHealth Group IncorporatedStockHealth Care
PFEPfizer IncStockHealth Care
More Details

Hartford Dividend Risk Profiles

The Hartford Against Markets

Other Information on Investing in The Mutual Fund

The Hartford financial ratios help investors to determine whether The Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in The with respect to the benefits of owning The Hartford security.
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