The Hartford Dividend and Growth Fund

Shareclass
Hartford Dividend and Growth R4 (HDGSX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund The Hartford Dividend and Growth Fund

FUND COVERAGE
# of holdings66
% of assets97%
Score
58 / 100
Rank

96.3 percentile

Group: U.S. Large Cap Equity

Rank: #55 out of 1,462

Grade
A

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

28 / 40

Gender Equality: Equal Compensation and Work Life Balance

10 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. AstraZeneca PLC ADR
         % of fund invested: 1.33%
         $USD invested: $240.19M
  • 2. Novartis AG ADR
         % of fund invested: 0.62%
         $USD invested: $112.06M
  • 3. BHP Group Ltd ADR
         % of fund invested: 0.89%
         $USD invested: $161.76M
  • 4. Haleon PLC
         % of fund invested: 0.52%
         $USD invested: $94.8M
  • 5. Haleon PLC ADR
         % of fund invested: 0.29%
         $USD invested: $51.69M
  • 6. Bank of America Corp
         % of fund invested: 2.54%
         $USD invested: $459.61M
  • 7. Unilever PLC ADR
         % of fund invested: 2.03%
         $USD invested: $367.17M
  • 8. Welltower Inc
         % of fund invested: 1.75%
         $USD invested: $316.7M
  • 9. The Interpublic Group of Companies Inc
         % of fund invested: 1.58%
         $USD invested: $284.88M
  • 10. Philip Morris International Inc
         % of fund invested: 2.37%
         $USD invested: $428.24M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Vertiv Holdings Co Class A
         % of fund invested: 0.92%
         $USD invested: $166.89M
  • 2. Expeditors International of Washington Inc
         % of fund invested: 0.55%
         $USD invested: $99.64M
  • 3. Broadcom Inc
         % of fund invested: 0.83%
         $USD invested: $150.77M
  • 4. Hubbell Inc
         % of fund invested: 1.45%
         $USD invested: $262.26M
  • 5. Westinghouse Air Brake Technologies Corp
         % of fund invested: 1.79%
         $USD invested: $323.11M
  • 6. Micron Technology Inc
         % of fund invested: 1.75%
         $USD invested: $315.96M
  • 7. Cognizant Technology Solutions Corp Class A
         % of fund invested: 1.18%
         $USD invested: $213.53M
  • 8. Masco Corp
         % of fund invested: 0.72%
         $USD invested: $130.02M
  • 9. Qualcomm Inc
         % of fund invested: 2.81%
         $USD invested: $508.71M
  • 10. NXP Semiconductors NV
         % of fund invested: 2.46%
         $USD invested: $444.29M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund The Hartford Dividend and Growth Fund

Totals

Holdings
Assets
Weight
Prisons
3
$1.76B
9.74%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
6
$2.69B
15%
     Borders high risk
3
$886.68M
4.9%
Total
7
$2.81B
16%
Full fund results

Holdings — 7 flagged holdings

1.
Alphabet Inc Class A
Prisons
Borders
$951.1M
5.26%
Prisons
Borders :
$951.1M
5.26%
2.
Microsoft Corp
Prisons
Borders
$698.03M
3.86%
Prisons
Borders :
$698.03M
3.86%
3.
Lockheed Martin Corp
Borders
$402.65M
2.23%
Borders :
$402.65M
2.23%
4.
Airbus SE
Borders
$292.63M
1.62%
Borders :
$292.63M
1.62%
5.
General Dynamics Corp
Borders
$191.39M
1.06%
Borders :
$191.39M
1.06%
6.
Salesforce Inc
Borders
$158.66M
0.88%
Borders :
$158.66M
0.88%
7.
Elevance Health Inc
Prisons
$112.08M
0.62%
Prisons
$112.08M
0.62%
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