Morningstar

Hartford Inflation Plus Fund Class R4 HIPSX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 9.82  /  −0.10 %
  • Total Assets 398.9M
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 4.46%
  • Effective Duration 5.78 years

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis HIPSX

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

  • People Pillar

    The People Pillar is our evaluation of the HIPSX 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 HIPSX’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 R4 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HIPSX

More HIPSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

99z1i5q95 Tii Fwd 09 15 26 0.75 07/15/2028

8.46 42M
Government

United States Treasury Notes 1.25%

8.17 40M
Government

United States Treasury Notes 0.875%

6.46 32M
Government

United States Treasury Notes 1.875%

5.82 29M
Government

United States Treasury Notes 0.125%

5.65 28M
Government

United States Treasury Notes 0.125%

4.33 21M
Government

United States Treasury Notes 1.875%

4.21 21M
Government

United States Treasury Bonds 3.875%

3.90 19M
Government

B9d13n1q5 Irs Usd R V 12muscpi 99d13n1r3 Ccpinflationzero

3.57 18M
Government

B9d130rx2 Irs Cny R V 00mcnrr 99d130ry0 Ccpndf

3.03 15M
Government

Sponsor Center