The Hartford Equity Fund Quote
| HQIAX Fund | USD 22.16 0.05 0.23% |
Performance11 of 100
| Odds Of DistressLess than 19
|
The Hartford is trading at 22.16 as of the 22nd of September 2024; that is 0.23% down since the beginning of the trading day. The fund's open price was 22.21. The Hartford has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for The Hartford Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of August 2024 and ending today, the 22nd of September 2024. Click here to learn more.
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80 percent 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. More on The Hartford Equity
The Mutual Fund Highlights
| Thematic Idea | Consumer Funds (View all Themes) |
| Fund Concentration | Hartford Mutual Funds, Large Value Funds, Consumer Funds, Large Value, Hartford Mutual Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
The Hartford Equity [HQIAX] is traded in USA and was established 22nd of September 2024. The Hartford is listed under Hartford Mutual Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Hartford Mutual Funds family. The entity is thematically classified as Consumer Funds. This fund currently has accumulated 5.32 B in assets under management (AUM) with no minimum investment requirementsHartford Equity is currently producing year-to-date (YTD) return of 11.48% with the current yeild of 0.02%, while the total return for the last 3 years was 8.33%.
Check The Hartford Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on The Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding The Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as The Hartford Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top The Hartford Equity Mutual Fund Constituents
| MDLZ | Mondelez International | Stock | Consumer Staples | |
| MS | Morgan Stanley | Stock | Financials | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| CCI | Crown Castle | Stock | Real Estate | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| MDT | Medtronic PLC | Stock | Health Care | |
| WFC | Wells Fargo | Stock | Financials |
Hartford Equity Risk Profiles
| Mean Deviation | 0.5321 | |||
| Semi Deviation | 0.5638 | |||
| Standard Deviation | 0.6921 | |||
| Variance | 0.479 |
The Hartford Against Markets
Other Information on Investing in The Mutual Fund
The Hartford financial ratios help investors to determine whether The Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in The with respect to the benefits of owning The Hartford security.
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