Hartford Equity Income I (HQIIX)
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As of 08:06AM EDT. Market open.
Hartford Equity Income I
Hartford CT 06115
Itt Hartford Group NC P O Box 2999
HARTFORD MUTUAL FUNDS INC/CT
8008626668
Management information
Matthew C Hand,Lead manager since 7 August 2019
As a portfolio manager on the Value Team, Matt manages equity assets on behalf of clients, drawing on research from Wellington’s investment platform. He also conducts fundamental analysis for the team, focusing on the consumer, and real estate industries. He is based out of Wellington’s Radnor, Pennsylvania, office.
Matt joined Wellington Management in 2004 after he earned his BA in economics from the University of Pennsylvania (2004). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Society of Philadelphia and the CFA Institute.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Value
Fund familyHartford Mutual Funds
Net assets5.29B
YTD return4.67%
Yield2.25%
Morningstar rating★★★★
Inception date27 Aug 2003
Fund operations
Last dividend0.13
Last cap gain16.00
Holdings turnover39.00%
Average for categoryN/A
Fees and expenses
ExpenseHQIIXCategory average
Annual report expense ratio (net)0.97%0.94%
Prospectus net expense ratio0.97%N/A
Prospectus gross expense ratio0.97%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.24%
Max deferred sales loadN/A1.29%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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