Nasdaq - Delayed Quote USD

Hartford Equity Income R5 (HQITX)

20.63
-0.34
(-1.62%)
As of 8:06:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.82%
5y Average Return 13.40%
Number of Years Up 14
Number of Years Down 4
Best 1Y Total Return (May 21, 2025) 29.67%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 29.67%
Worst 3Y Total Return 5.51%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HQITX
Category
YTD
1.12%
4.44%
1-Month
-2.87%
-4.04%
3-Month
-2.97%
4.09%
1-Year
9.59%
14.37%
3-Year
7.00%
6.04%
5-Year
12.80%
9.20%
10-Year
9.22%
8.57%
Last Bull Market
15.04%
22.97%
Last Bear Market
-7.56%
-11.27%

Annual Total Return (%) History

Year
HQITX
Category
2025
--
--
2024
10.02%
--
2023
7.28%
11.63%
2022
-0.50%
-5.90%
2021
25.46%
26.22%
2020
4.62%
2.91%
2019
26.24%
25.04%
2018
-7.76%
-8.53%

2017
17.79%
15.94%
2016
15.11%
14.81%
2015
-0.43%
-4.05%
2014
9.35%
10.21%
2013
29.67%
31.21%
2012
14.00%
14.57%
2011
7.34%
-0.75%
2010
14.86%
13.66%
2009
18.70%
24.13%
2008
-28.66%
-37.09%
2007
7.02%
1.42%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 4.11% -- -- --
2024 4.66% -0.76% 9.12% -2.92%
2023 -1.56% 3.60% -2.82% 8.24%
2022 0.44% -7.56% -4.95% 12.75%
2021 9.15% 5.60% -0.33% 9.21%
2020 -21.99% 12.17% 5.78% 13.04%
2019 11.50% 4.06% 1.93% 6.75%
2018 -3.39% 0.66% 5.07% -9.72%
2017 4.36% 2.60% 4.15% 5.62%
2016 2.42% 4.79% 2.19% 4.95%

2015 -0.02% -0.60% -6.10% 6.69%
2014 2.02% 4.66% -1.47% 3.94%
2013 10.53% 3.91% 4.12% 8.44%
2012 8.79% -1.33% 5.60% 0.57%
2011 5.89% 0.96% -12.16% 14.30%
2010 4.68% -9.78% 10.72% 9.84%
2009 -14.22% 14.52% 14.55% 5.48%
2008 -7.51% -4.51% -4.46% -15.46%
2007 2.32% 4.55% 2.49% -2.40%

Rank in Category (By Total Return)

YTD 12
1-Month 40
3-Month 17
1-Year 26
3-Year 66
5-Year 64

Load Adjusted Returns

1-Year 9.59%
3-Year 7.00%
5-Year 12.80%
10-Year 9.22%

Performance & Risk

YTD Return 2.82%
5y Average Return 13.40%
Rank in Category (ytd) 12
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Hartford Mutual Funds
Net Assets 4.79B
YTD Return 1.12%
Yield 2.04%
Morningstar Rating
Inception Date Aug 31, 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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