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Hartford Equity Income C HQICX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 21.12  /  +0.43 %
  • Total Assets 5.1 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 1.31%
  • Turnover 39%

USD | NAV as of Jul 15, 2024 | 1-Day Return as of Jul 15, 2024, 10:14 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.

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.

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Portfolio Holdings HQICX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

3.55 182.7 Mil
Financial Services

Merck & Co Inc

3.15 161.9 Mil
Healthcare

Pfizer Inc

3.00 154.6 Mil
Healthcare

Johnson & Johnson

2.46 126.7 Mil
Healthcare

EOG Resources Inc

2.06 106.2 Mil
Energy

Philip Morris International Inc

2.04 104.9 Mil
Consumer Defensive

ConocoPhillips

2.00 103.1 Mil
Energy

UnitedHealth Group Inc

1.99 102.4 Mil
Healthcare

Cisco Systems Inc

1.97 101.6 Mil
Technology

Unilever PLC ADR

1.91 98.5 Mil
Consumer Defensive