Morningstar

Hartford Inflation Plus Fund Class I HIPIX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $10.20  /  −0.29 %
  • Fund Size $402.3M
  • Adjusted Expense Ratio 0.600%
  • Net Expense Ratio 0.600%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Inflation-Protected Bond
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 4.64%
  • Average Effective Duration 5.67 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis HIPIX

Will HIPIX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HIPIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HIPIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HIPIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Inflation Plus I holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings HIPIX

More HIPIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

99z1j7304 Tii Fwd 10 09 26 0.75 07/15/2028

8.83 42M
Government

United States Treasury Notes 1.25%

8.39 40M
Government

United States Treasury Notes 0.875%

6.72 32M
Government

United States Treasury Notes 1.875%

5.87 28M
Government

United States Treasury Notes 0.125%

5.80 27M
Government

2 Year Treasury Note Future Dec 26

4.92 23M
Government

United States Treasury Notes 0.125%

4.47 21M
Government

United States Treasury Notes 1.875%

4.27 20M
Government

United States Treasury Bonds 3.875%

4.05 19M
Government

United States Treasury Notes 2.375%

3.95 19M
Government

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