HQIRX – Fund Analysis – Hartford Equity Income R3 | Morningstar

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Will HQIRX outperform in future?

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Process Pillar

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

The People Pillar is our evaluation of the HQIRX 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 HQIRX’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 Mar 15, 2024 Published on Mar 15, 2024

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