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Hartford Inflation Plus R4 HIPSX

Quantitative rating as of
  • NAV / 1-Day Return 10.06  /  0.70 %
  • Total Assets 468.1 Mil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 5.96%
  • Effective Duration 5.42 years

Morningstar’s Analysis HIPSX

Will HIPSX outperform in future?

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

Summary

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Strength in Hartford Inflation Plus R4's People Pillaris partially offset by an Average Process Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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