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Morningstar

Hartford Inflation Plus R4 HIPSX

Morningstar Analyst Rating
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

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis HIPSX

Will HIPSX outperform in 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.

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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