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Mutual Fund Insights: Hartford Equity Income R5 Fund (HQITX)

In-depth Analysis of Hartford Equity Income R5 Fund (HQITX)

Mutual fund chart: Hartford Equity Income R5 Fund (HQITX)

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See Hartford Equity Income R5 Fund (HQITX) performance details as of January 31, 2010

  

    Last Trade: $11.89 on 3/17/2010, Change: +0.08 (0.68%)
Experiment our closing price forecasting tool for Hartford Equity Income R5 Fund (HQITX) (alpha release)

  

Fund Manager - Ian R. Link

Fund Manager Tenure: 2.4 years   [Similar Funds: HQIAX  HQIBX  HQICX  HQIIX  HQIRX  HQISX  HQIYX ]
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)
Link is vice president and equity portfolio manager of Wellington Management. He joined Wellington Management in 2006. Prior to joining the firm, Link was lead portfolio manager for various technology sector funds and manager for a team of globally-based technology analysts with Deutsche Asset Management from 2004 to 2006. Prior to that, he was an equity analyst and portfolio manager with Franklin Templeton from 1989 to 2003. Link holds the Chartered Financial Analyst designation.  Get more insights on Ian R. Link

  

What we like about Hartford Equity Income R5 Fund (HQITX) What we like about Hartford Equity Income R5 Fund (HQITX)

Data for Hartford Equity Income R5 Fund (HQITX) as of January 31, 2010

  • Hartford Equity Income R5 Fund (HQITX) has good mid-term performance (3-year return -4.54% vs -8.60% Large Value category average)
  • Hartford Equity Income R5 Fund (HQITX) has good Long-term performance (5-year return 2.46% vs -0.19% Large Value category average)
  • Hartford Equity Income R5 Fund (HQITX) has a Morningstar rating of 4 and above
  • Hartford Equity Income R5 Fund (HQITX) has an annual stock turnover rate of 37.00% vs Large Value average of 69.44%. It is good that Hartford Equity Income R5 management does not trade extensively for its return.
  • Hartford Equity Income R5 Fund (HQITX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.54, lower than category average of 20.74
  • Hartford Equity Income R5 Fund (HQITX) has a lower management fee than its Large Value average: 0.90% vs 1.28%
  • Hartford Equity Income R5 Fund (HQITX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Hartford Equity Income R5 Fund (HQITX) What we are cautious about Hartford Equity Income R5 Fund (HQITX)

Data for Hartford Equity Income R5 Fund (HQITX) as of January 31, 2010

  • Hartford Equity Income R5 Fund (HQITX) management has been with Hartford Equity Income R5 Fund for only 2.4 years, it is hard to judge manager's ability based on this fund's operation record
  • Hartford Equity Income R5 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 R5 Fund (HQITX) has a less-than-ideal short-term performance (1-year return 29.62% vs 32.89% Large Value category average)
  • Hartford Equity Income R5 Fund (HQITX) ratio of up-years vs down years can be improved
See Hartford Equity Income R5 Fund (HQITX) performance details as of January 31, 2010

  

  

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Hartford Equity Income R5 Fund (HQITX) Net Asset

Track net asset change of Hartford Equity Income R5 fund (HQITX)

DateNet Asset
01/2010$10.00K
11/2009$10.00K
10/2009$10.00K
More historic net asset information on Hartford Equity Income R5 Fund (HQITX)

  

Hartford Equity Income R5 Fund (HQITX) Portfolio Allocation

Track portfolio allocation change of Hartford Equity Income R5 fund (HQITX)

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 R5 Fund (HQITX)

  

Most Recent Top 10 Holdings in Hartford Equity Income R5 Fund (HQITX)

Discover what Hartford Equity Income R5 Fund (HQITX) 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 R5 Fund (HQITX)

  

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