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Morningstar

Hartford Equity Income C HQICX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 19.91  /  +0.91 %
  • Total Assets 5.0 Bil
  • Adj. Expense Ratio
    1.740%
  • Expense Ratio 1.740%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.29%
  • Turnover 39%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis HQICX

Will HQICX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HQICX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HQICX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HQICX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The new manager’s slow start isn’t cause for alarm.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

While Matthew Hand hasn’t been Hartford Equity-Income’s portfolio manager for long, the approach has been worthy for many years.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HQICX

More HQICX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Merck & Co Inc

3.66 187.0 Mil
Healthcare

JPMorgan Chase & Co

3.36 171.5 Mil
Financial Services

Pfizer Inc

2.87 146.4 Mil
Healthcare

ConocoPhillips

2.82 144.2 Mil
Energy

Johnson & Johnson

2.58 131.7 Mil
Healthcare

EOG Resources Inc

2.30 117.3 Mil
Energy

Philip Morris International Inc

2.14 109.1 Mil
Consumer Defensive

Cisco Systems Inc

2.10 107.4 Mil
Technology

UnitedHealth Group Inc

2.04 104.3 Mil
Healthcare

MetLife Inc

1.88 95.9 Mil
Financial Services