The Hartford Dividend Fund Quote
| HDGYX Fund | USD 38.97 0.24 0.62% |
Performance6 of 100
| Odds Of DistressLess than 20
|
The Hartford is trading at 38.97 as of the 22nd of November 2024; that is 0.62% up since the beginning of the trading day. The fund's open price was 38.73. 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 23rd of October 2024 and ending today, the 22nd 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
| 0.9 | HGOFX | Hartford Growth | PairCorr |
| 0.9 | HGOIX | Hartford Growth | PairCorr |
| 0.88 | HGORX | Hartford Growth | PairCorr |
| 0.9 | HGOSX | Hartford Growth | PairCorr |
| 0.9 | HGOTX | Hartford Growth Oppo | PairCorr |
| 0.9 | HGOVX | Hartford Growth | PairCorr |
Moving against The Mutual Fund
The Mutual Fund Highlights
| Fund Concentration | Hartford Mutual Funds, Large Value Funds, Large Value, Hartford Mutual Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
The Hartford Dividend [HDGYX] is traded in USA and was established 22nd 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 15.95 B in assets under management (AUM) with no minimum investment requirementsHartford Dividend is currently producing year-to-date (YTD) return of 15.44% with the current yeild of 0.01%, while the total return for the last 3 years was 7.44%.
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
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| WFC | Wells Fargo | Stock | Financials | |
| MDT | Medtronic PLC | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| WMT | Walmart | Stock | Consumer Staples | |
| VZ | Verizon Communications | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| PRU | Prudential Financial | Stock | Financials |
Hartford Dividend Risk Profiles
| Mean Deviation | 0.4318 | |||
| Semi Deviation | 0.4215 | |||
| Standard Deviation | 0.5763 | |||
| Variance | 0.3321 |
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.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
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