Morningstar

Hartford Inflation Plus Fund Class R3 HIPRX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $9.68  /  −0.21 %
  • Fund Size $402.3M
  • Adjusted Expense Ratio 1.200%
  • Net Expense Ratio 1.200%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Medium
  • Morningstar Category Inflation-Protected Bond
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 4.31%
  • Average Effective Duration 5.67 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis HIPRX

Will HIPRX 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 HIPRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HIPRX 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 HIPRX’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 R3 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings HIPRX

More HIPRX 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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