The Hartford Dividend Fund Quote
| HDGTX Fund | USD 39.48 0.13 0.33% |
Performance10 of 100
| Odds Of DistressLess than 19
|
The Hartford is trading at 39.48 as of the 2nd of December 2024; that is 0.33% down since the beginning of the trading day. The fund's open price was 39.61. The Hartford has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 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 5th of June 2024 and ending today, the 2nd of December 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
Moving against The Mutual Fund
The Mutual Fund Highlights
| Fund Concentration | Hartford Mutual Funds, Large Value Funds, Large Value, Hartford Mutual Funds, Large Blend, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of February 2020 |
| Fiscal Year End | October |
The Hartford Dividend [HDGTX] is traded in USA and was established 2nd of December 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 16.79% with the current yeild of 0.01%, while the total return for the last 3 years was 8.06%.
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 | |
| MDT | Medtronic PLC | Stock | Health Care | |
| AVGO | Broadcom | Stock | Information Technology | |
| WMT | Walmart | Stock | Consumer Staples | |
| VZ | Verizon Communications | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| PRU | Prudential Financial | Stock | Financials | |
| PFE | Pfizer Inc | Stock | Health Care |
Hartford Dividend Risk Profiles
| Mean Deviation | 0.4287 | |||
| Semi Deviation | 0.4331 | |||
| Standard Deviation | 0.5703 | |||
| Variance | 0.3252 |
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.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal |