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Hartford Inflation Plus Fund Class R3 – HIPRX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
10.780.04 (+0.37%)10.27 - 10.840.0

Market data as of 6:05PM 08/23/16. Quotes are delayed by at least 15 min.

Overview - HIPRX

The investment seeks a total return that exceeds the rate of inflation over an economic cycle. The fund seeks its investment objective by investing primarily in inflation-protected debt securities that the sub-adviser, Wellington Management Company LLP, considers to be attractive from a real yield perspective consistent with total return. The fund normally invests at least 65% of its net assets in U.S. dollar-denominated inflation-protected debt securities issued by the U.S. Treasury.

Growth of $10,000 (10 Years)

Total Return3.67%
Yield (Trailing 12 Mo.)0.00%
Expense Ratio1.25%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure1 Years
Fund Inception12/22/2006

Trailing Total Returns - HIPRX

as of 07/31/2016
TimeframeHIPRXS&P 500Inflation-Protected Bond
1 Month0.37%3.69%0.69%
3 Month1.22%5.82%1.78%
1 Year2.86%5.61%3.37%
3 Year0.32%11.16%1.20%
5 Year0.38%13.38%1.04%
10 Year3.59%7.75%3.63%
Since Inception3.67%10.51%--

Sector Allocation - HIPRX

as of 07/31/2016
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - HIPRX

as of 07/31/2016
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$638.69M
Total Stock Holdings0
Total Bond Holdings155

Bond Credit Quality - HIPRX

as of 07/31/2016
Below B2.08%
Not Rated1.02%

Top Ten Holdings - HIPRX

as of 07/31/2016
CompanyYTD Return% of Assets
US Treasury Note--9.19%
US Treasury Note--9.11%
US Treasury Note--7.31%
US Treasury Note--7.30%
US Treasury Note--6.68%
US Treasury Bond--6.48%
US Treasury Note--6.31%
US Treasury TIP--6.21%
US Treasury Note--5.78%
Us 2yr Note (Cbt) Sep16 Xcbt 20160930--5.53%

Valuation & Growth - HIPRX

as of 07/31/2016
ValuationHIPRXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - HIPRX, 3 Year

Rate Sensitivity
Ratingvs Category
RiskBelow Avg
ReturnBelow Avg
Key:  Lo 

Tax Analysis - HIPRX, 3 Year Avg

Pretax Return0.32%
Tax-adjusted Return-0.05%
Tax Cost Ratio0.37%
Potential Cap Gains-5.72%

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