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Mutual Fund Insights: Hartford Equity Income R4 Fund (HQISX)

In-depth Analysis of Hartford Equity Income R4 Fund (HQISX)

Mutual fund chart: Hartford Equity Income R4 Fund (HQISX)

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See Hartford Equity Income R4 Fund (HQISX) performance details as of February 28, 2010

  

    Last Trade: $11.83 on 3/19/2010, Change: -0.04 (-0.34%)
Experiment our closing price forecasting tool for Hartford Equity Income R4 Fund (HQISX) (alpha release)

  

Fund Manager - W. Michael Reckmeyer II

Fund Manager Tenure: 2.4 years   [Similar Funds: HQIAX  HQIBX  HQICX  HQIIX  HQIRX  HQITX  HQIYX ]
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)
Reckmeyer W. Michael Reckmeyer II is Vice President and Equity Portfolio Manager of Wellington Management. W. Michael Reckmeyer II has worked in investment management since 1984; has been with Wellington since 1994; and has co-managed a portion of the Equity Income Portfolio since 2007. Reckmeyer W. Michael Reckmeyer II holds the Chartered Financial Analyst designation.  Get more insights on W. Michael Reckmeyer II

  

What we like about Hartford Equity Income R4 Fund (HQISX) What we like about Hartford Equity Income R4 Fund (HQISX)

Data for Hartford Equity Income R4 Fund (HQISX) as of February 28, 2010

  • Hartford Equity Income R4 Fund (HQISX) has good Long-term performance (5-year return 1.87% vs -0.22 % Large Value category average)
  • Hartford Equity Income R4 Fund (HQISX) has a Morningstar rating of 4 and above
  • Hartford Equity Income R4 Fund (HQISX) has an annual stock turnover rate of 37.00% vs Large Value average of 69.56%. It is good that Hartford Equity Income R4 management does not trade extensively for its return.
  • Hartford Equity Income R4 Fund (HQISX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.53, lower than category average of 20.8
  • Hartford Equity Income R4 Fund (HQISX) has a lower management fee than its Large Value average: 1.21% vs 1.29%

  

What we are cautious about Hartford Equity Income R4 Fund (HQISX) What we are cautious about Hartford Equity Income R4 Fund (HQISX)

Data for Hartford Equity Income R4 Fund (HQISX) as of February 28, 2010

  • Hartford Equity Income R4 Fund (HQISX) management has been with Hartford Equity Income R4 Fund for only 2.4 years, it is hard to judge manager's ability based on this fund's operation record
  • Hartford Equity Income R4 Fund is a focused fund with 32.33% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Hartford Equity Income R4 Fund (HQISX) has a less-than-ideal short-term performance (1-year return 47.99% vs 54.22 % Large Value category average)
  • Hartford Equity Income R4 Fund (HQISX) has a less-than-ideal mid-term performance (3-year return -3.93% vs -7.29 % Large Value category average)
  • Hartford Equity Income R4 Fund (HQISX) ratio of up-years vs down years can be improved
  • Even though Hartford Equity Income R4 Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Hartford Equity Income R4 Fund (HQISX) performance details as of February 28, 2010

  

  

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Hartford Equity Income R4 Fund (HQISX) Net Asset

Track net asset change of Hartford Equity Income R4 fund (HQISX)

DateNet Asset
02/2010$813.96M
01/2010$1.51M
11/2009$1.51M
More historic net asset information on Hartford Equity Income R4 Fund (HQISX)

  

Hartford Equity Income R4 Fund (HQISX) Portfolio Allocation

Track portfolio allocation change of Hartford Equity Income R4 fund (HQISX)

DateCashStockBondOther
09/20090.82%99.17%0%0%
08/20090.07%99.94%0%0%
07/20090.63%99.37%0%0%
Click here to see more historic asset allocation information on Hartford Equity Income R4 Fund (HQISX)

  

Most Recent Top 10 Holdings in Hartford Equity Income R4 Fund (HQISX)

Discover what Hartford Equity Income R4 Fund (HQISX) manager is buying

30-Sep-09
JP MORGAN CHASE CO [4.52%]
CHEVRON CORP [3.72%]
EXXON MOBIL CP [3.33%]
WELLS FARGO & CO NEW [3.15%]
MERCK CO INC [3.05%]
Microsoft Corporation [3.02%]
PFIZER INC [2.85%]
JOHNSON AND JOHNS DC [2.7%]
HOME DEPOT INC [2.54%]
OCCIDENTAL PET [2.47%]

31-Aug-09
JP MORGAN CHASE CO [4.66%]
CHEVRON CORP [3.85%]
EXXON MOBIL CP [3.39%]
MERCK CO INC [3.25%]
WELLS FARGO & CO NEW [3.2%]
Microsoft Corporation [3.19%]
JOHNSON AND JOHNS DC [2.79%]
PFIZER INC [2.74%]
HOME DEPOT INC [2.71%]
AT&T INC. [2.39%]

31-Jul-09
CHEVRON CORP [3.94%]
JP MORGAN CHASE CO [3.91%]
EXXON MOBIL CP [3.56%]
Microsoft Corporation [3.14%]
MERCK CO INC [3.1%]
JOHNSON AND JOHNS DC [2.9%]
PFIZER INC [2.69%]
HOME DEPOT INC [2.65%]
AT&T INC. [2.48%]
WELLS FARGO & CO NEW [2.35%]
Click here for Stock Holding Change Map in Hartford Equity Income R4 Fund (HQISX)

  

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