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Hartford Inflation Plus C HIPCX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 9.45  /  −0.21 %
  • Total Assets 353.7 Mil
  • Adj. Expense Ratio
    1.580%
  • Expense Ratio 1.580%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 2.81%
  • Effective Duration 5.56 years

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:13 PM GMT+0

Morningstar’s Analysis HIPCX

Will HIPCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strength in Hartford Inflation Plus C's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings HIPCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 62.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Mar 24

14.56 80.7 Mil
Government

Us 5Yr Note (Cbt) Mar24 Xcbt 20240328

9.07 50.3 Mil
Government

United States Treasury Notes 0.875%

7.86 43.6 Mil
Government

United States Treasury Notes 0.125%

7.09 39.3 Mil
Government

10 Year Treasury Note Future Mar 24

4.77 26.4 Mil
Government

United States Treasury Notes 0.625%

4.63 25.7 Mil
Government

United States Treasury Notes 0.125%

4.53 25.1 Mil
Government

99d0osk09 Irs Usd R V 12muscpi 99d0osk17 Inflationzero

3.60 20.0 Mil
Government

United States Treasury Notes 0.625%

3.52 19.5 Mil
Government

United States Treasury Notes 0.125%

3.47 19.2 Mil
Government