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Morningstar

Hartford Equity Income Y HQIYX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 21.19  /  +1.48 %
  • Total Assets 5.1 Bil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 2.21%
  • Turnover 39%

USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 10:14 PM GMT+0

Morningstar’s Analysis HQIYX

Will HQIYX 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 HQIYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HQIYX 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 HQIYX’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 HQIYX

More HQIYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

3.47 175.7 Mil
Financial Services

Merck & Co Inc

3.46 175.1 Mil
Healthcare

Pfizer Inc

2.77 140.4 Mil
Healthcare

Johnson & Johnson

2.32 117.3 Mil
Healthcare

EOG Resources Inc

2.26 114.5 Mil
Energy

ConocoPhillips

2.23 113.1 Mil
Energy

Cisco Systems Inc

2.06 104.3 Mil
Technology

UnitedHealth Group Inc

2.01 101.7 Mil
Healthcare

Philip Morris International Inc

2.01 101.5 Mil
Consumer Defensive

Rio Tinto PLC ADR

1.96 99.4 Mil
Basic Materials