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Morningstar

Hartford Equity Income Y HQIYX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 20.93  /  0.00
  • Total Assets 5.3 Bil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.740%
  • 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 42%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:10 PM GMT+00:00

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.

Changing of the guard but not tactics.

Director

Summary

| by Alec Lucas

Hartford Equity Income begins a new era in July 2022 with a manager change. While the process will remain intact, the need for soon-to-be lead Matthew Hand to prove himself drops the Morningstar Analyst Rating of the fund’s cheapest shares to Bronze from Silver; other share classes are rated Neutral.

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