HIPCX - Hartford Inflation Plus Fund Class C

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Hartford Inflation Plus Fund Class C


Itt Hartford Group NC P O Box 2999

Hartford CT 06115

Management Information
Joseph F. Marvan,Lead Manager since May 5, 2015
Joe is a fixed income portfolio manager and serves as chair of the US Broad Market Team. As chair, Joe is responsible for setting aggregate risk levels and investment strategy in Core Bond Plus, Core Bond, Intermediate Bond, and Long Bond portfolios. Prior to joining Wellington Management in 2003, Joe was a senior portfolio manager and head of US Fixed Income at State Street Global Advisors, working on a wide range of fixed income portfolios, including those concentrating on total return, mortgage-backed securities, non-dollar bonds, and investment grade credit (1996 – 2003). Prior to that, he worked at both The Boston Company and Shearson Lehman Brothers in Fixed Income Portfolio Management and Trading (1988 – 1996). Joe earned his MBA, magna cum laude, from Babson College (Olin, 2001) and his BS in finance from Ithaca College (1987). Additionally, Joe holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryInflation-Protected Bond
Fund FamilyHartford Mutual Funds
Net Assets461.4M
YTD Return-1.97%
Morningstar Rating★★
Inception DateOct 30, 2002

Fund Operations

Last Dividend0.06
Last Cap Gain0.00
Holdings Turnover77.00%
Average for CategoryN/A

Fees & Expenses

ExpenseHIPCXCategory Average
Annual Report Expense Ratio (net)1.59%0.74%
Prospectus Net Expense Ratio1.59%N/A
Prospectus Gross Expense Ratio1.59%N/A
Max 12b1 Fee1.00%N/A
Max Front End Sales LoadN/A3.45%
Max Deferred Sales Load1.00%1.15%
3 Yr Expense Projection502N/A
5 Yr Expense Projection866N/A
10 Yr Expense Projection1,889N/A