Nasdaq - Delayed Quote USD

Hartford Dividend and Growth R3 (HDGRX)

34.41
+0.74
+(2.20%)
As of 8:09:20 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -0.63%
5y Average Return 13.32%
Number of Years Up 14
Number of Years Down 4
Best 1Y Total Return (May 9, 2025) 30.52%
Worst 1Y Total Return (May 9, 2025) --
Best 3Y Total Return 30.52%
Worst 3Y Total Return 4.76%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HDGRX
Category
YTD
-1.60%
4.44%
1-Month
-2.60%
-4.04%
3-Month
-5.55%
4.09%
1-Year
5.57%
14.37%
3-Year
6.46%
6.04%
5-Year
13.07%
9.20%
10-Year
9.40%
8.57%
Last Bull Market
12.81%
22.97%
Last Bear Market
-11.56%
-11.27%

Annual Total Return (%) History

Year
HDGRX
Category
2025
--
--
2024
11.75%
--
2023
13.40%
11.63%
2022
-9.28%
-5.90%
2021
30.41%
26.22%
2020
7.33%
2.91%
2019
27.36%
25.04%
2018
-5.89%
-8.53%

2017
17.37%
15.94%
2016
13.90%
14.81%
2015
-1.73%
-4.05%
2014
11.96%
10.21%
2013
30.52%
31.21%
2012
12.64%
14.57%
2011
0.62%
-0.75%
2010
12.35%
13.66%
2009
23.21%
24.13%
2008
-32.18%
-37.09%
2007
7.39%
1.42%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.03% -- -- --
2024 7.13% 0.90% 6.05% -2.52%
2023 0.62% 5.39% -2.81% 10.03%
2022 -1.01% -11.56% -6.83% 11.22%
2021 10.28% 5.91% 0.99% 10.56%
2020 -22.52% 14.73% 5.81% 14.11%
2019 11.18% 3.37% 3.19% 7.39%
2018 -2.18% 1.32% 7.28% -11.49%
2017 4.05% 2.40% 4.03% 5.90%
2016 0.94% 2.61% 3.16% 6.61%

2015 -0.22% -0.15% -7.11% 6.18%
2014 2.57% 4.98% -0.07% 4.04%
2013 10.56% 3.66% 3.88% 9.63%
2012 9.99% -2.80% 5.10% 0.24%
2011 5.76% -0.57% -14.58% 12.01%
2010 4.75% -11.65% 10.79% 9.57%
2009 -11.51% 15.70% 13.51% 6.01%
2008 -7.22% -2.12% -8.26% -18.59%
2007 1.04% 7.45% 2.05% -3.07%

Rank in Category (By Total Return)

YTD 49
1-Month 31
3-Month 48
1-Year 73
3-Year 73
5-Year 57

Load Adjusted Returns

1-Year 5.57%
3-Year 6.46%
5-Year 13.07%
10-Year 9.40%

Performance & Risk

YTD Return -0.63%
5y Average Return 13.32%
Rank in Category (ytd) 49
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Hartford Mutual Funds
Net Assets 17.01B
YTD Return -1.60%
Yield 1.05%
Morningstar Rating
Inception Date Aug 31, 2006

Fund Summary

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% of its net assets are invested in dividend paying equity securities. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.

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