Hartford Dividend and Growth R3 (HDGRX)
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Hartford Dividend and Growth R3
Hartford CT 06115
Itt Hartford Group NC P O Box 2999
HARTFORD MUTUAL FUNDS INC/CT
8008626668
Management Information
Brian J. Schmeer,Lead Manager since February 28, 2023
Brian J. Schmeer, CFA, is an equity research analyst and a member of the firm's Quality Equity Team. Brian conducts fundamental analysis on global equity investments as a generalist. His research supports the investment decision-making process for a range of portfolios managed for clients of the firm. He works in our Boston office.
Prior to joining Wellington Management in 2016, Brian worked at Manning & Napier as a member of the Focused Opportunities Group, where he was a generalist (2014 - 2015) and the Capital Goods and Equipment Group (2012 - 2014), where he covered metals & mining, energy, industrials, and transportation.
Brian earned his BA in financial economics, with distinction, from the University of Rochester (2012). Additionally, he holds the Chartered Financial Analyst designation.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Value
Fund FamilyHartford Mutual Funds
Net Assets17.4B
YTD Return7.13%
Yield0.93%
Morningstar Rating★★★★
Inception DateDec 21, 2006
Fund Operations
Last Dividend0.09
Last Cap Gain26.00
Holdings Turnover26.00%
Average for CategoryN/A
Fees & Expenses
ExpenseHDGRXCategory Average
Annual Report Expense Ratio (net)1.35%0.94%
Prospectus Net Expense Ratio1.35%N/A
Prospectus Gross Expense Ratio1.35%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.24%
Max Deferred Sales LoadN/A1.29%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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