Morningstar

Hartford Inflation Plus Fund Class Y HIPYX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 10.09  /  −0.10 %
  • Total Assets 398.9M
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.580%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 4.64%
  • 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 HIPYX

Will HIPYX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Inflation Plus Y holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HIPYX

More HIPYX 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

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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

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3.57 18M
Government

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3.03 15M
Government

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