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Morningstar

Hartford Inflation Plus Y HIPYX

Morningstar Analyst Rating
Quantitative rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 10.17  /  0.49 %
  • Total Assets 463.3 Mil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.560%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 5.79%
  • Effective Duration 5.42 years

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis HIPYX

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

People Pillar

The People Pillar is our evaluation of the HIPYX 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 HIPYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in Hartford Inflation Plus Y's People Pillaris partially offset by an Average Process Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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