IHGIX

About IHGIX

The Hartford Dividend and Growth Fund Class A is an actively managed mutual fund focusing on the large value segment of the equity market. Its primary objective is to generate a high level of current income while pursuing long-term capital growth. The fund achieves this by investing predominantly in dividend-paying stocks of established, undervalued companies with strong fundamentals and growth potential. Typically, at least 80% of its assets are allocated to equities offering above-average dividend yields, with the portfolio diversified across major U.S. and select foreign companies—up to 20% may be invested in non-U.S. securities. Key investment pillars include favoring firms with consistent cash flows, robust leadership, attractive valuations, and a history of dividend payments. Managed by Hartford Funds in collaboration with Wellington Management, the fund employs capital-cycle analysis to guide its buy, sell, and hold decisions. As of mid-2025, it holds about 66–70 positions and maintains a moderate turnover rate, with a beta below market average, which may indicate lower volatility compared to broad benchmarks. The Hartford Dividend and Growth Fund Class A plays a significant role for investors seeking reliable income distributions and exposure to dividend-focused value equities within a diversified portfolio.