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Hartford Dividend And Growth Fund Cl R4: (MF: HDGSX)

(NASDAQ Mutual Funds) As of Aug 26, 2025 08:00 PM ET

$36.80 USD

+0.08 (0.22%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2025

Total Return %* Percentile Rank Objective
YTD 4.34 82
3 months 5.91 82
6 months 0.14 85
1 Year 4.89 87
3 Year 9.48 69
5 Year 13.00 50
10 Year 10.35 40

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -46.06
Bull Market (2/09 - 3/21) 665.62

Load Adjusted Returns as of Jul 31, 2025

1 Year 9.47
5 Year 14.19
10 Year 10.72
Since Inception 8.67

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.09 4.61 NA NA
2024 7.23 0.97 6.12 -2.45
2023 0.69 5.45 -2.74 10.11
2022 -0.97 -11.48 -6.78 11.37
2021 10.38 5.98 1.09 10.65
2020 -22.45 14.79 5.88 14.22

Annual Return

20252024202320222021202020192018201720162015
% Total Return 4.3412.0813.71-8.9930.877.6527.72-5.5717.7114.27-1.45
% Total Return Rel to Index -4.23-12.94-12.529.202.19-10.74-3.76-1.18-4.082.34-2.84
% Total Return Rel to Peer -2.92-3.76-1.561.796.53-0.552.081.980.302.951.76
% Perf Quintile vs Peer* 0.000.003.003.001.003.003.002.003.002.003.00
% Dividends 0.190.490.400.340.300.360.360.360.350.340.35
% Yield 0.521.261.261.050.781.181.231.411.141.281.33
Capital Gains ($) 0.003.050.111.381.620.570.752.352.630.792.03
Expense Ratio 1.031.031.041.041.031.051.041.041.051.061.04

* 1 = Top 20%, 5 = Bottom 20%