Nasdaq - Delayed Quote USD
Hartford Equity Income I (HQIIX)
19.00
-0.48
(-2.46%)
At close: 8:04:15 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.66% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 4 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HQIIX | Category Average | HQIIX | Category Average | HQIIX | Category Average | |
| Alpha | -1 | -0.01 | 0.89 | -0.03 | -0.78 | -0.03 |
| BETA | 0.74 | 0.01 | 0.75 | 0.01 | 0.82 | 0.01 |
| Mean Annual Return | 0.64 | 0.01 | 1.3 | 0.01 | 0.86 | 0.01 |
| R-squared | 72.06 | 0.78 | 74.89 | 0.83 | 82.3 | 0.84 |
| Standard Deviation | 14.96 | 0.17 | 14.66 | 0.19 | 13.9 | 0.16 |
| Sharpe Ratio | 0.21 | 0 | 0.87 | 0 | 0.6 | 0.01 |
| Treynor Ratio | 2.96 | 0.04 | 16.9 | 0.07 | 9.42 | 0.08 |
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