Nasdaq - Delayed Quote USD
Hartford Equity Income R5 (HQITX)
20.63
-0.34
(-1.62%)
As of 8:06:06 AM EDT. Market Open.
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 | 29.67% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 4 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HQITX | Category Average | HQITX | Category Average | HQITX | Category Average | |
| Alpha | -3.18 | -0.01 | 0.32 | -0.03 | -1.13 | -0.03 |
| BETA | 0.78 | 0.01 | 0.76 | 0.01 | 0.82 | 0.01 |
| Mean Annual Return | 0.66 | 0.01 | 1.09 | 0.01 | 0.82 | 0.01 |
| R-squared | 72.91 | 0.78 | 73.13 | 0.83 | 82.31 | 0.84 |
| Standard Deviation | 14.93 | 0.17 | 14.32 | 0.19 | 13.97 | 0.16 |
| Sharpe Ratio | 0.22 | 0 | 0.71 | 0 | 0.56 | 0.01 |
| Treynor Ratio | 2.93 | 0.04 | 13.02 | 0.07 | 8.74 | 0.08 |
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