About HQICX
Hartford Equity Income Fund Class C is a mutual fund that pursues a primary objective of generating a high level of current income, with a secondary focus on capital growth. The fund is managed using a value investing approach, emphasizing investments in large-cap U.S. equities that offer growing and sustainable dividends. It targets companies considered undervalued or temporarily out of favor in the market, typically those with market capitalizations above $2 billion. The fund holds a diversified portfolio, with over 90% invested in equities, including a mix of domestic and a smaller portion of foreign stocks. Its sector allocations are broad, with significant weightings in financials, healthcare, and energy, and its largest holdings include major corporations such as Bank of America, Johnson & Johnson, and JP Morgan Chase & Co. With a valuation discipline, the fund seeks stocks trading at below-average price-to-earnings and price-to-book ratios compared to benchmarks. Hartford Equity Income Fund Class C is one of several share classes available, designed to provide investors access to a disciplined, dividend-focused value strategy managed by experienced professionals from Wellington Management.
Fund Family Hartford Mutual Funds
Category Large Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol HQICX
Share Class Class C
Index Russell 1000 Value TR
HQICX had a total return of 9.95% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.46%.
