Nasdaq - Delayed Quote USD
Hartford Equity Income I (HQIIX)
19.00
-0.48
(-2.46%)
At close: 8:04:15 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -6.45% |
| 5y Average Return | 11.72% |
| Number of Years Up | 14 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 8, 2025) | 29.66% |
| Worst 1Y Total Return (Apr 8, 2025) | -- |
| Best 3Y Total Return | 29.66% |
| Worst 3Y Total Return | 5.53% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
HQIIX
Category
- YTD
- 4.11%
- 4.44%
- 1-Month
- -1.01%
- -4.04%
- 3-Month
- 4.11%
- 4.09%
- 1-Year
- 9.50%
- 14.37%
- 3-Year
- 6.79%
- 6.04%
- 5-Year
- 15.53%
- 9.20%
- 10-Year
- 9.71%
- 8.57%
- Last Bull Market
- 15.01%
- 22.97%
- Last Bear Market
- -7.51%
- -11.27%
Annual Total Return (%) History
Year
HQIIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 4.11% | -- | -- | -- |
| 2024 | 4.67% | -0.73% | 9.11% | -2.90% |
| 2023 | -1.58% | 3.63% | -2.83% | 8.20% |
| 2022 | 0.46% | -7.51% | -4.99% | 12.77% |
| 2021 | 9.20% | 5.60% | -0.32% | 9.17% |
| 2020 | -21.96% | 12.09% | 5.82% | 13.01% |
| 2019 | 11.46% | 4.02% | 1.96% | 6.75% |
| 2018 | -3.43% | 0.67% | 5.09% | -9.69% |
| 2017 | 4.30% | 2.58% | 4.19% | 5.64% |
| 2016 | 2.45% | 4.78% | 2.16% | 5.00% |
| 2015 | -0.03% | -0.61% | -6.12% | 6.72% |
| 2014 | 1.99% | 4.70% | -1.48% | 3.92% |
| 2013 | 10.48% | 3.88% | 4.16% | 8.46% |
| 2012 | 8.79% | -1.34% | 5.59% | 0.58% |
| 2011 | 5.94% | 0.89% | -12.12% | 14.24% |
| 2010 | 4.71% | -9.86% | 10.68% | 9.83% |
| 2009 | -14.24% | 14.49% | 14.54% | 5.48% |
| 2008 | -7.50% | -4.55% | -4.41% | -15.47% |
| 2007 | 2.36% | 4.54% | 2.49% | -2.40% |
| 2006 | 6.75% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 13 |
| 1-Month | 10 |
| 3-Month | 13 |
| 1-Year | 19 |
| 3-Year | 54 |
| 5-Year | 68 |
Load Adjusted Returns
| 1-Year | 9.50% |
| 3-Year | 6.79% |
| 5-Year | 15.53% |
| 10-Year | 9.71% |
Performance & Risk
| YTD Return | -6.45% |
| 5y Average Return | 11.72% |
| Rank in Category (ytd) | 13 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.74 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | Hartford Mutual Funds |
| Net Assets | 4.98B |
| YTD Return | 4.11% |
| Yield | 2.02% |
| Morningstar Rating | |
| Inception Date | Dec 22, 2006 |
Fund Summary
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its assets in equity securities. It invests primarily in equity securities of companies with market capitalizations above $2 billion. At the time of investment, every equity security in which the fund invests must pay a dividend or be expected to pay a dividend within the next 12 months. It may invest up to 20% of its net assets in the securities of foreign issuers and non-dollar securities.
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