HDGBX Mutual Fund

HDGBX Mutual Fund (Hartford Dividend and Growth HLS Fund Class IB) is managed by Hartford Funds with $384.3M in net assets. HDGBX expense ratio is 0.91%, holding 73 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1998-04-01.

HDGBX performance shows a YTD return of 17.26%. The 1-year return is 21.52% and the 5-year return is 10.79%. HDGBX dividend yield stands at 18.72%, paid annually.

HDGBX top holdings include Microsoft Corp (7.8%), Amazon.com Inc (7.2%), Apple Inc (4.3%), Bank of America Corp.: Financials (2.6%), Merck & Company Inc (2.6%). Go to all HDGBX holdings, HDGBX sectors, or HDGBX dividends.

HDGBX can be compared against other funds. Use HDGBX overlap to find shared positions, or HDGBX vs another fund for a side-by-side view. HDGBX alternatives are available via the screener, along with tax-loss harvesting opportunities.