Hartford Equity-Income’s lead manager Matthew Hand has had that role since July 2022. Despite his short tenure, Hand’s qualifications plus a sturdy, sensible approach leads to a Morningstar Analyst Rating of Bronze for the fund’s cheaper share classes. Its pricier ones land at Neutral.
- NAV / 1-Day Return 20.08 / 0.45 %
- Total Assets 5.0 Bil
-
Adj. Expense Ratio
1.060%
- Expense Ratio 1.060%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Medium
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment —
- Status Open
- TTM Yield 1.87%
- Turnover 42%
Morningstar’s Analysis HQISX
Will HQISX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 73
- Bond Holdings 0
- Other Holdings 4
- % Assets in Top 10 Holdings 25.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector