Hartford Inflation Plus Y holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
Hartford Inflation Plus Fund Class Y HIPYX
- NAV / 1-Day Return 10.54 / 0.00
- Total Assets 369.2M
-
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 4.04%
- Effective Duration 5.78 years
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:10 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.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 37.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
99z1ebra2 Tii Fwd 05 15 26 0.75 07/15/2028 | 12.13 | 42M | Government |
United States Treasury Notes 0.875% | 9.60 | 33M | Government |
United States Treasury Notes 0.125% | 8.16 | 28M | Government |
United States Treasury Notes 1.875% | 7.75 | 27M | Government |
United States Treasury Notes 0.125% | 6.25 | 22M | Government |
United States Treasury Notes 1.875% | 6.14 | 21M | Government |
United States Treasury Notes 0.125% | 6.08 | 21M | Government |
B9d130rx2 Irs Cny R V 00mcnrr 99d130ry0 Ccpndf | 4.26 | 15M | Government |
99d0yli14 Irs Usd R V 12muscpi 99d0yli22 Inflationzero | 4.07 | 14M | Government |
United States Treasury Notes 0.125% | 4.02 | 14M | Government |
United States