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Hartford Dividend And Growth Fund Cl R5: (MF: HDGTX)

(NASDAQ Mutual Funds) As of Mar 13, 2026 04:48 PM ET

$35.18 USD

-0.05 (-0.14%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.36 66
3 months 4.41 59
6 months 11.46 28
1 Year 16.78 45
3 Year 15.66 48
5 Year 12.30 40
10 Year 13.26 31

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -45.85
Bull Market (2/09 - 3/21) 819.82

Load Adjusted Returns as of Feb 28, 2026

1 Year 17.06
5 Year 12.46
10 Year 12.30
Since Inception 9.33

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.15 4.69 5.14 5.13
2024 7.30 1.06 6.20 -2.37
2023 0.76 5.54 -2.63 10.17
2022 -0.89 -11.41 -6.71 11.43
2021 10.45 6.06 1.16 10.75

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.3617.0612.4414.08-8.7331.267.9728.14-5.3018.0814.63
% Total Return Rel to Index 0.63-1.15-12.58-12.169.462.57-10.42-3.34-0.91-3.712.69
% Total Return Rel to Peer -0.822.01-3.40-1.202.056.92-0.232.502.250.673.30
% Perf Quintile vs Peer* 4.002.000.003.003.001.003.002.002.003.002.00
% Dividends 0.000.500.600.500.440.400.440.440.440.430.41
% Yield 0.001.191.531.251.331.031.441.491.711.401.51
Capital Gains ($) 0.003.933.050.111.381.620.570.752.352.630.79
Expense Ratio 0.000.730.730.730.730.730.740.740.740.740.76

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