While Matthew Hand hasn’t been Hartford Equity-Income’s portfolio manager for long, the approach has been worthy for many years.
Hartford Equity Income Y HQIYX
- NAV / 1-Day Return 22.46 / −0.49 %
- Total Assets 5.2 Bil
-
Adj. Expense Ratio
- 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 2.08%
- Turnover 39%
USD | NAV as of Oct 03, 2024 | 1-Day Return as of Oct 03, 2024, 10:11 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 24.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JPMorgan Chase & Co | 3.60 | 188.8 Mil | Financial Services |
UnitedHealth Group Inc | 3.16 | 166.0 Mil | Healthcare |
ConocoPhillips | 3.01 | 158.0 Mil | Energy |
Pfizer Inc | 2.93 | 153.7 Mil | Healthcare |
Johnson & Johnson | 2.70 | 141.7 Mil | Healthcare |
Cisco Systems Inc | 2.07 | 108.4 Mil | Technology |
Merck & Co Inc | 1.91 | 100.2 Mil | Healthcare |
Crown Castle Inc | 1.87 | 98.1 Mil | Real Estate |
Gilead Sciences Inc | 1.86 | 97.4 Mil | Healthcare |
General Dynamics Corp | 1.77 | 92.8 Mil | Industrials |