About Hartford Dividend and Growth Fund Class Y (HDGYX) — Dividend Analysis 2026
The investment seeks a high level of current income consistent with growth of capital. The fund invests primarily in a portfolio of equity securities that typically have above average dividend yields and whose prospects for capital appreciation are considered favorable by the sub-adviser. Under normal market and economic conditions, at least 80% of its net assets are invested in dividend paying equity securities. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.
Is HDGYX a good dividend investment in 2026?
HDGYX offers a 12.92% forward yield with a 50% payout ratio. Strand Safety Score: N/A. The 5-year dividend CAGR of 0% is modest — investors should weigh current income against growth alternatives.
HDGYX DRIP calculator — what's the difference?
With DRIP on a $10,000 investment over 10 years, your HDGYX portfolio grows to $33.7K vs $22.9K without reinvestment. This is the compound interest effect in action.
HDGYX dividend growth history & forecast
HDGYX has grown its dividend by 0% over the last year and 0% annually over 5 years. At this pace, an investor who holds for 10+ years will see their yield on cost grow substantially above the current 12.92%.
ETFs do not file income statements or cash flow statements. Their dividend safety depends on the underlying index quality, fund methodology, and holdings composition. Use the Holdings page to analyze individual stocks in this fund.
🌍 HDGYX Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold HDGYX.
Gross yield
12.92%
Tax rate
15.00%
After-tax yield
10.98%
Real yield (−CPI)
8.18%
Account/Country
Tax Rate
After-tax Yield
Real Yield
$10K Annual Income
🇺🇸 Roth IRA / 401k
0%
12.92%
10.12%
$1,292 / yr
🇺🇸 US Taxable (15%) ✓
15%
10.98%
8.18%
$1,098 / yr
🇺🇸 US Taxable (20%)
20%
10.34%
7.54%
$1,034 / yr
🇬🇧 UK ISA
0%
12.92%
10.12%
$1,292 / yr
🇬🇧 UK Taxable
8.75%
11.79%
8.99%
$1,179 / yr
🇨🇦 TFSA
0%
12.92%
10.12%
$1,292 / yr
🇨🇦 CA Taxable
25%
9.69%
6.89%
$969 / yr
🇦🇺 Super (pension)
15%
10.98%
8.18%
$1,098 / yr
🇦🇺 AU Taxable
30%
9.04%
6.24%
$904 / yr
🇩🇪 DE Taxable
26.375%
9.51%
6.71%
$951 / yr
🇫🇷 FR Taxable
30%
9.04%
6.24%
$904 / yr
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
🎯 HDGYX Income Goal & Break-Even
Dividend Break-Even
10yr
Years for dividends to fully repay your HDGYX investment of $34.08/share (🇺🇸 US Taxable (15%) · 15.00% tax)
$10K invested · 10 Years
Dividends earned (DRIP)
$18.4K
Lost to inflation (2.8% CPI)
−$2.5K
Real purchasing power gain
$15.9K
12-month CPI (US BLS via FMP economic-indicators).
How much do I need to invest in HDGYX for:
Shares needed
6,412
Capital required
$218,521
Monthly income
$2,000
Based on current dividend of $4.40/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 HDGYX Dividend Payment Schedule
HDGYX pays quarterly — 4 times per year. Next ex-div: TBD.
Jan
Feb
Mar
💰
Apr
May
Jun
💰
Jul
Aug
Sep
💰
Oct
Nov
Dec
💰
10 shares
$9.36 / payment
$37.43 / year after tax
100 shares
$93.58 / payment
$374.31 / year after tax
1,000 shares
$935.77 / payment
$3743.06 / year after tax
📊 HDGYX vs Financial Services Benchmarks
How HDGYX compares to typical Financial Services averages.
Benchmark: Financial Services
Dividend Yield▲+10.02% vs sectorBetter
HDGYX
12.92%
avg
2.90%
5Y Dividend CAGR▼-7.10% vs sectorBelow avg
HDGYX
0.00%
avg
7.10%
Payout Ratio▼+12.00% vs sectorBelow avg
HDGYX
50.00%
avg
38.00%
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for HDGYX sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ HDGYX Insider Activity
No recent SEC filings reported in the last 90 days.
📊 About This Data
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the HDGYX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →