The Hartford Equity Fund Quote
| HQISX Fund | USD 20.96 0.08 0.38% |
PerformanceVery Weak
| Odds Of DistressLow
|
Hartford Equity is trading at 20.96 as of the 4th of March 2025; that is 0.38% down since the beginning of the trading day. The fund's open price was 21.04. Hartford Equity has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 2nd of February 2025 and ending today, the 4th of March 2025. 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
Hartford Mutual Fund Highlights
| Fund Concentration | Hartford Mutual Funds, Large Value Funds, Large Value, Hartford Mutual Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of February 2020 |
| Fiscal Year End | October |
The Hartford Equity [HQISX] is traded in USA and was established 4th of March 2025. Hartford Equity 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. This fund currently has accumulated 4.23 B in assets under management (AUM) with no minimum investment requirementsHartford Equity is currently producing year-to-date (YTD) return of 5.15% with the current yeild of 0.02%, while the total return for the last 3 years was 7.63%.
Check Hartford Equity 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 Hartford 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 Hartford 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
| MSFT | Microsoft | Stock | Information Technology | |
| BAC | Bank of America | Stock | Financials | |
| INTC | Intel | Stock | Information Technology | |
| WFC | Wells Fargo | Stock | Financials | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| MDT | Medtronic PLC | Stock | Health Care | |
| CVX | Chevron Corp | Stock | Energy | |
| CSCO | Cisco Systems | Stock | Information Technology |
Hartford Equity Risk Profiles
| Mean Deviation | 0.6119 | |||
| Standard Deviation | 1.12 | |||
| Variance | 1.25 | |||
| Risk Adjusted Performance | (0.07) |
Hartford Equity Against Markets
Other Information on Investing in Hartford Mutual Fund
Hartford Equity financial ratios help investors to determine whether Hartford 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 Hartford with respect to the benefits of owning Hartford Equity security.
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| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |