About HQIVX
The Hartford Equity Income Fund Class R6 is a mutual fund focused on delivering a high level of current income alongside capital growth. Managed by experienced professionals from Wellington Management, the fund primarily invests in equity securities—specifically, shares of large U.S. companies with market capitalizations above $2 billion. Every company in its portfolio pays dividends or is expected to do so within a year, reflecting the fund’s income-oriented approach. Focusing on the large value segment, the fund emphasizes established firms considered undervalued compared to broader markets, often featuring low price ratios and strong dividend yields. Notably, the portfolio is diversified across around 68–80 holdings, with a small allocation to foreign equities, and features a quarterly dividend payout schedule. The fund’s disciplined strategy seeks quality companies with sustainable, growing dividends and tends to prioritize investments in sectors such as financials, healthcare, and energy. With a history dating back to 2014 and significant assets under management, the Hartford Equity Income Fund Class R6 plays a notable role for investors seeking consistent income and exposure to value-oriented large-cap equities in the U.S. market.
Fund Family Hartford Mutual Funds
Category Large Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol HQIVX
Share Class Class R6
Index Russell 1000 Value TR
HQIVX had a total return of 14.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.56%.
