The Hartford Equity Income Fund (HQIIX) Research

The fund typically aims to achieve its financial objectives by allocating a minimum of 80% of its portfolio to equity holdings. Its investment strategy primarily targets shares of companies with substantial market valuations, specifically those exceeding $2 billion. A crucial requirement for any stock purchased is that it must either already be paying dividends or be anticipated to start doing so within the following twelve months. Additionally, the fund is permitted to invest up to 20% of its total net assets in securities from non-U.S. companies or those denominated in foreign currencies.

Market snapshot

Symbol
HQIIX
Price
$21.14
Day change
-0.05%
Market cap
$4.9B
52-week range
19.7-22.36
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • Baron Growth Fund (BGRFX)
  • First Eagle Gold Fund (FEGIX)
  • Parnassus Endeavor Fund (PARWX)
  • Parnassus Funds - Parnassus Endeavor Fund (PFPWX)
  • T. Rowe Price New Era Fund (PRNEX)
  • T. Rowe Price Balanced Fund (RPBAX)
  • Sequoia Fund (SEQUX)
  • Smead Value Fund (SMVLX)

Open The Hartford Equity Income Fund (HQIIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.