The Hartford Dividend Fund Quote

HDGCX Fund  USD 33.34  0.46  1.40%   

Performance

15 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 34

 
100  
 
Zero
Below Average
The Hartford is trading at 33.34 as of the 28th of March 2024; that is 1.40 percent increase since the beginning of the trading day. The fund's open price was 32.88. The Hartford has about a 34 percent probability of financial distress in the next few years of operation but had a somewhat good 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 2nd of February 2023 and ending today, the 28th of March 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

  0.84HGOFX The Hartford GrowthPairCorr
  0.83HGOIX The Hartford GrowthPairCorr
  0.83HGORX The Hartford GrowthPairCorr
  0.84HGOSX The Hartford GrowthPairCorr
  0.84HGOTX Hartford Growth OppoPairCorr
  0.83HGOVX The Hartford GrowthPairCorr
  0.84HGOYX The Hartford GrowthPairCorr

The Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. The Hartford's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding The Hartford or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationHartford Mutual Funds, Large Value Funds, Large Value, Hartford Mutual Funds, Large Blend, Large Value (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
The Hartford Dividend [HDGCX] is traded in USA and was established 28th of March 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 15.95 B in assets under management (AUM) with no minimum investment requirementsThe Hartford Dividend is currently producing year-to-date (YTD) return of 5.5% with the current yeild of 0.01%, while the total return for the last 3 years was 8.62%.
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

MRKMerck CompanyStockHealth Care
BMYBristol Myers SquibbStockHealth Care
JPMJPMorgan Chase CoStockFinancials
WMTWalmartStockConsumer Staples
VZVerizon CommunicationsStockCommunication Services
UNHUnitedHealth Group IncorporatedStockHealth Care
PFEPfizer IncStockHealth Care
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The Hartford Target Price Odds Analysis

Based on a normal probability distribution, the odds of The Hartford jumping above the current price in 90 days from now is near 1%. The The Hartford Dividend probability density function shows the probability of The Hartford mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon The Hartford has a beta of 0.8578. This usually indicates The Hartford Dividend market returns are sensitive to returns on the market. As the market goes up or down, The Hartford is expected to follow. Additionally, the Hartford Dividend has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 33.34HorizonTargetOdds Above 33.34
99.41%90 days
 33.34 
0.57%
Based on a normal probability distribution, the odds of The Hartford to move above the current price in 90 days from now is near 1 (This The Hartford Dividend probability density function shows the probability of The Mutual Fund to fall within a particular range of prices over 90 days) .

The Hartford Dividend Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. The Hartford market risk premium is the additional return an investor will receive from holding The Hartford long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in The Hartford. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although The Hartford's alpha and beta are two of the key measurements used to evaluate The Hartford's performance over the market, the standard measures of volatility play an important role as well.

The Hartford Against Markets

Picking the right benchmark for The Hartford mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in The Hartford mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for The Hartford is critical whether you are bullish or bearish towards The Hartford Dividend at a given time. Please also check how The Hartford's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in The Hartford without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Price Exposure Probability

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How to buy The Mutual Fund?

Before investing in The Hartford, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in The Hartford. To buy The Hartford fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of The Hartford. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase The Hartford fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located The Hartford Dividend fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased The Hartford Dividend fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as The Hartford Dividend, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in The Hartford Dividend?

The danger of trading The Hartford Dividend is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of The Hartford is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than The Hartford. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile The Hartford Dividend is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in The Hartford Dividend. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators.
Note that the The Hartford Dividend information on this page should be used as a complementary analysis to other The Hartford's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.

Complementary Tools for The Mutual Fund analysis

When running The Hartford's price analysis, check to measure The Hartford's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy The Hartford is operating at the current time. Most of The Hartford's value examination focuses on studying past and present price action to predict the probability of The Hartford's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move The Hartford's price. Additionally, you may evaluate how the addition of The Hartford to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between The Hartford's value and its price as these two are different measures arrived at by different means. Investors typically determine if The Hartford is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, The Hartford's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.