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Mutual Fund Insights: Hartford Dividend & Growth R5 Fund (HDGTX)

In-depth Analysis of Hartford Dividend & Growth R5 Fund (HDGTX)

Mutual fund chart: Hartford Dividend & Growth R5 Fund (HDGTX)

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See Hartford Dividend & Growth R5 Fund (HDGTX) performance details as of February 28, 2010

  

    Last Trade: $18.03 on 3/19/2010, Change: -0.07 (-0.39%)
Experiment our closing price forecasting tool for Hartford Dividend & Growth R5 Fund (HDGTX) (alpha release)

  

Fund Manager - Edward P. Bousa

Fund Manager Tenure: 8.6 years   [Similar Funds: HDGBX  HDGCX  HDGIX  HDGRX  HDGSX  HDGYX ]
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)
Mr. Edward P. Bousa is vice president and portfolio manager with Wellington Management, his employer since 2000. Prior to joining Wellington, Edward P. Bousa was a vice president and senior portfolio manager with Putnam Investments from 1992-2000. Previously, Mr. Edward P. Bousa was employed by Fidelity Management Trust Company from 1984 to 1992 and Louis Dreyfus Corporation from 1980-1982. Edward P. Bousa is a Chartered Financial Analyst.  Get more insights on Edward P. Bousa

  

What we like about Hartford Dividend & Growth R5 Fund (HDGTX) What we like about Hartford Dividend & Growth R5 Fund (HDGTX)

Data for Hartford Dividend & Growth R5 Fund (HDGTX) as of February 28, 2010

  • Hartford Dividend & Growth R5 Fund (HDGTX) management has been with Hartford Dividend & Growth R5 Fund for 8.6 years
  • Hartford Dividend & Growth R5 Fund (HDGTX) has good Long-term performance (5-year return 2.56% vs -0.22 % Large Value category average)
  • Hartford Dividend & Growth R5 Fund (HDGTX) has a Morningstar rating of 4 and above
  • Hartford Dividend & Growth R5 Fund (HDGTX) has an annual stock turnover rate of 33.00% vs Large Value average of 69.56%. It is good that Hartford Dividend & Growth R5 management does not trade extensively for its return.
  • Hartford Dividend & Growth R5 Fund (HDGTX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.8, lower than category average of 20.8
  • Hartford Dividend & Growth R5 Fund (HDGTX) has a lower management fee than its Large Value average: 0.80% vs 1.29%
  • Hartford Dividend & Growth R5 Fund (HDGTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Hartford Dividend & Growth R5 Fund (HDGTX) What we are cautious about Hartford Dividend & Growth R5 Fund (HDGTX)

Data for Hartford Dividend & Growth R5 Fund (HDGTX) as of February 28, 2010

  • Hartford Dividend & Growth R5 Fund (HDGTX) has a less-than-ideal short-term performance (1-year return 50.48% vs 54.22 % Large Value category average)
  • Hartford Dividend & Growth R5 Fund (HDGTX) has a less-than-ideal mid-term performance (3-year return -2.96% vs -7.29 % Large Value category average)
  • Hartford Dividend & Growth R5 Fund (HDGTX) ratio of up-years vs down years can be improved
See Hartford Dividend & Growth R5 Fund (HDGTX) performance details as of February 28, 2010

  

  

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Hartford Dividend & Growth R5 Fund (HDGTX) Net Asset

Track net asset change of Hartford Dividend & Growth R5 fund (HDGTX)

DateNet Asset
02/2010$5.03B
01/2010$2.05M
11/2009$2.05M
More historic net asset information on Hartford Dividend & Growth R5 Fund (HDGTX)

  

Hartford Dividend & Growth R5 Fund (HDGTX) Portfolio Allocation

Track portfolio allocation change of Hartford Dividend & Growth R5 fund (HDGTX)

DateCashStockBondOther
09/20094.23%95.76%0%0.01%
08/20093.72%96.27%0%0%
06/20093.7%96.3%0%0%
Click here to see more historic asset allocation information on Hartford Dividend & Growth R5 Fund (HDGTX)

  

Most Recent Top 10 Holdings in Hartford Dividend & Growth R5 Fund (HDGTX)

Discover what Hartford Dividend & Growth R5 Fund (HDGTX) manager is buying

30-Sep-09
AT&T INC. [3.72%]
CHEVRON CORP [2.91%]
INTL BUSINESS MACH [2.64%]
WELLS FARGO & CO NEW [2.54%]
TOTAL S.A. [2.25%]
EXXON MOBIL CP [2.09%]
JP MORGAN CHASE CO [2.01%]
ANADARKO PETROLEUM [2%]
LILLY ELI CO [1.78%]
METLIFE INC [1.51%]

31-Aug-09
AT&T INC. [3.77%]
CHEVRON CORP [3.04%]
INTL BUSINESS MACH [2.74%]
WELLS FARGO & CO NEW [2.55%]
TOTAL S.A. [2.12%]
JP MORGAN CHASE CO [2.1%]
EXXON MOBIL CP [2.02%]
ANADARKO PETROLEUM [2.01%]
SCHERING PLOUGH CP [1.94%]
LILLY ELI CO [1.81%]

30-Jun-09
AT&T INC. [3.86%]
CHEVRON CORP [3.29%]
INTL BUSINESS MACH [2.76%]
EXXON MOBIL CP [2.37%]
WELLS FARGO & CO NEW [2.35%]
TOTAL S.A. [2.3%]
LILLY ELI CO [2.03%]
SCHERING PLOUGH CP [2.01%]
ANADARKO PETROLEUM [1.97%]
JP MORGAN CHASE CO [1.77%]
Click here for Stock Holding Change Map in Hartford Dividend & Growth R5 Fund (HDGTX)

  

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Latest News on Hartford Dividend & Growth R5 (HDGTX)

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