IHGIX
Hartford Dividend and Growth Fund Class A
1W: -1.9%
1M: -3.5%
3M: +0.1%
YTD: +10.0%
1Y: +15.5%
3Y: +59.5%
5Y: +61.9%
$38.41
+0.26 (+0.68%)
Weekly Expected Move ±1.3%
$37
$38
$38
$39
$39
Similar ETFs
20 peers by holdings overlap (74 holdings)
DLCEX
Dana Large Cap Equity Fund
35.8%
Shared32 holdings
Total51
AUM$70M
Price$23.79
WOGSX
White Oak Select Growth Fund
34.5%
Shared20 holdings
Total28
AUM$488M
Price$171.16
ITHAX
The Hartford Capital Appreciation Fund
34.3%
Shared39 holdings
Total136
AUM$6.4B
Price$48.35
ROGSX
Red Oak Technology Select Fund
30.5%
Shared18 holdings
Total28
AUM$843M
Price$65.74
VWELX
Vanguard Wellington Fund Investor Shares
30.4%
Shared22 holdings
Total77
AUM$124.2B
Price$46.92
FVDFX
Fidelity Value Discovery
30.3%
Shared22 holdings
Total121
AUM$3.3B
Price$38.29
FMILX
Fidelity New Millennium Fund
29.8%
Shared24 holdings
Total119
AUM$6.2B
Price$78.83
FISEX
Franklin Equity Income Fund Class A
29.7%
Shared18 holdings
Total64
AUM$4.7B
Price$36.40
FEQIX
Fidelity Equity Income Fund
29.4%
Shared28 holdings
Total122
AUM$11.3B
Price$91.71
HQIAX
The Hartford Equity Income Fund Class A
29.0%
Shared22 holdings
Total74
AUM$4.7B
Price$21.64
AWSHX
Washington Mutual Investors Fund A
29.0%
Shared35 holdings
Total191
AUM$148.7B
Price$66.22
ABLOX
Alger Balanced Portfolio Class I-2
28.7%
Shared24 holdings
Total78
AUM$72M
Price$25.03
LZUOX
Lazard US Equity Select Portfolio Open Shares
28.5%
Shared15 holdings
Total32
AUM$76M
Price$18.15
AFDIX
American Century Large Cap Equity Inv
28.5%
Shared25 holdings
Total99
AUM$3.1B
Price$52.65
CVTRX
Calamos Growth & Income Fund Class A
28.4%
Shared27 holdings
Total89
AUM$3.5B
Price$59.90
TWBIX
American Century Balanced Fund
28.3%
Shared25 holdings
Total101
AUM$913M
Price$21.92
CSQ
Calamos Strategic Total Return Fund
28.0%
Shared28 holdings
Total152
AUM$3.3B
Price$20.47
NOIEX
Northern Funds Income Equity Fund
27.8%
Shared26 holdings
Total140
AUM$321M
Price$20.75
BEQGX
American Century Equity Growth Fund Investor Class
27.8%
Shared29 holdings
Total178
AUM$2.0B
Price$40.55
FBCVX
Fidelity Blue Chip Value
27.6%
Shared18 holdings
Total85
AUM$547M
Price$24.81
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IHGIX | $18.3B | 72 | 29.4% | 6.8 | 1.6 | 1.7 | 25.0% | 25.2% | 2.08% | +20.3% | +25.4% | 57.3 | 6.5 |
| DLCEX | $70M | 51 | 119.5% | 14.6 | 4.3 | 4.1 | 34.7% | 28.0% | 1.22% | +17.2% | +38.1% | 55.3 | 6.5 |
| WOGSX | $488M | 28 | 145.1% | 16.7 | 4.9 | 4.7 | 34.2% | 28.4% | 1.36% | +17.5% | +39.0% | 58.1 | 6.2 |
| ITHAX | $6.4B | 136 | 39.5% | 15.5 | 4.8 | 4.6 | 36.2% | 29.8% | 1.23% | +20.6% | +39.6% | 55.1 | 6.5 |
| ROGSX | $843M | 28 | 169.7% | 16.8 | 5.4 | 5.5 | 39.0% | 32.7% | 0.76% | +25.7% | +47.0% | 60.3 | 6.3 |
| VWELX | $124.2B | 77 | 27.7% | 9.2 | 2.9 | 3.2 | 36.5% | 34.3% | 1.36% | +19.4% | +41.4% | 56.4 | 6.4 |
| FVDFX | $3.3B | 121 | 26.9% | 9.1 | 2.6 | 2.6 | 31.9% | 28.7% | 1.92% | +21.9% | +31.6% | 53.1 | 6.2 |
| FMILX | $6.2B | 119 | 36.5% | 8.5 | 2.7 | 2.8 | 36.1% | 33.2% | 1.09% | +20.9% | +39.7% | 58.3 | 6.2 |
| FISEX | $4.7B | 64 | 28.1% | 15.1 | 3.6 | 3.2 | 26.4% | 21.1% | 1.93% | +21.3% | +25.9% | 53.4 | 6.5 |
| FEQIX | $11.3B | 122 | 23.9% | 11.9 | 3.2 | 3.7 | 31.5% | 30.9% | 2.10% | +21.2% | +35.5% | 57.5 | 6.2 |
| HQIAX | $4.7B | 74 | 19.7% | 15.7 | 3.2 | 2.6 | 20.5% | 16.3% | 2.74% | +13.4% | +16.2% | 54.5 | 6.1 |