The Hartford Dividend And Growth Fund Class R6: (MF: HDGVX)
(NASDAQ Mutual Funds) As of Oct 28, 2025 04:47 PM ET
$38.89 USD
-0.27 (-0.69%)
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.47 | 57 |
| 3 months | 5.19 | 50 |
| 6 months | 10.13 | 61 |
| 1 Year | 8.85 | 65 |
| 3 Year | 16.88 | 52 |
| 5 Year | 14.48 | 40 |
| 10 Year | 12.53 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 8.85 |
| 5 Year | 14.47 |
| 10 Year | 12.53 |
| Since Inception | 10.75 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.21 | 4.69 | 5.19 | NA |
| 2024 | 7.33 | 1.06 | 6.22 | -2.35 |
| 2023 | 0.79 | 5.57 | -2.65 | 10.24 |
| 2022 | -0.86 | -11.38 | -6.68 | 11.46 |
| 2021 | 10.48 | 6.08 | 1.19 | 10.77 |
| 2020 | -22.40 | 14.94 | 5.97 | 14.35 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.47 | 12.51 | 14.19 | -8.63 | 31.38 | 8.08 | 28.25 | -5.20 | 18.19 | 14.71 | -1.14 |
| % Total Return Rel to Index | -3.35 | -12.50 | -12.05 | 9.57 | 2.69 | -10.31 | -3.23 | -0.81 | -3.59 | 2.77 | -2.53 |
| % Total Return Rel to Peer | -0.55 | -3.32 | -1.08 | 2.16 | 7.04 | -0.11 | 2.61 | 2.35 | 0.78 | 3.38 | 2.07 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 2.00 | 1.00 | 3.00 | 2.00 | 2.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.38 | 0.64 | 0.53 | 0.48 | 0.43 | 0.46 | 0.46 | 0.47 | 0.45 | 0.44 | 0.43 |
| % Yield | 0.97 | 1.65 | 1.67 | 1.47 | 1.13 | 1.55 | 1.60 | 1.84 | 1.51 | 1.64 | 1.69 |
| Capital Gains ($) | 0.00 | 3.05 | 0.11 | 1.38 | 1.62 | 0.57 | 0.75 | 2.35 | 2.63 | 0.79 | 2.03 |
| Expense Ratio | 0.63 | 0.63 | 0.63 | 0.63 | 0.63 | 0.65 | 0.64 | 0.64 | 0.64 | 0.66 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%
