The Hartford Equity Income Fund
Shareclass
Hartford Equity Income R3 (HQIRX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund The Hartford Equity Income Fund
FUND COVERAGE
# of holdings72
% of assets95%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC ADR1.12%$56.45M
- 2. Bank of America Corp3.34%$168.04M
- 3. Unilever PLC ADR1.78%$89.6M
- 4. Pernod Ricard SA1.06%$53.34M
- 5. Philip Morris International Inc1.35%$68.1M
- 6. JPMorgan Chase & Co1.99%$100.01M
- 7. Accenture PLC Class A1.01%$50.66M
- 8. Johnson & Johnson2.61%$131.05M
- 9. Northrop Grumman Corp1.03%$51.68M
- 10. Anglo American PLC1.46%$73.52M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. PACCAR Inc1.64%$82.61M
- 2. Lamar Advertising Co Class A1.21%$60.65M
- 3. Dick's Sporting Goods Inc0.99%$49.97M
- 4. Broadcom Inc0.91%$45.55M
- 5. Gaming and Leisure Properties Inc1.65%$83.07M
- 6. Barrick Mining Corp0.02%$960,685
- 7. Targa Resources Corp1.28%$64.37M
- 8. Sun Communities Inc1.01%$51.02M
- 9. Atmos Energy Corp1.21%$60.93M
- 10. NXP Semiconductors NV1.45%$72.82M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund The Hartford Equity Income Fund
Totals
Holdings
Assets
Weight
Prisons
4
$229.53M
4.56%
Prisons high risk
1
$62.82M
1.25%
Private prisons
0
$0
0%
Borders
4
$250.52M
4.98%
Borders high risk
3
$199.86M
3.97%
Total
7
$417.24M
8.29%
Holdings — 7 flagged holdings
1.
L3Harris Technologies Inc
:$85.36M
1.7%
2.
Archer-Daniels-Midland Co
$83.37M
1.66%
3.
Elevance Health Inc
$69.28M
1.38%
4.
Regions Financial Corp
:$62.82M
1.25%
5.
Northrop Grumman Corp
:$51.68M
1.03%
6.
Accenture PLC Class A
:$50.66M
1.01%
7.
Cardinal Health Inc
$14.07M
0.28%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
The Hartford Equity Income Fund HQIRX
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