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Hartford Inflation Plus F (HIPFX)

10.36
-0.05
(-0.48%)
At close: 8:01:06 PM EDT

Fund Summary

The fund seeks its investment objective by investing at least 65% of its net assets in inflation-protected debt securities that the sub-adviser considers to be attractive from a real yield perspective consistent with total return. It normally invests in the following types of inflation-protected debt securities: inflation-protected debt securities issued by the U.S. Treasury, inflation-protected debt securities issued by U.S. government agencies and instrumentalities, and inflation-protected debt securities issued by other entities, such as foreign governments.

Hartford Inflation Plus F

Hartford CT 06115
Itt Hartford Group NC P O Box 2999
8008626668

Fund Overview

Category Inflation-Protected Bond
Fund Family Hartford Mutual Funds
Net Assets 315.43M
YTD Return 3.72%
Yield 3.38%
Morningstar Rating
Inception Date Dec 22, 2006

Fund Operations

Last Dividend 0.12
Last Cap Gain -32.00
Holdings Turnover 16.00%
Average for Category --

Fees & Expenses

Expense HIPFX Category Average
Annual Report Expense Ratio (net) 0.48% 0.63%
Prospectus Net Expense Ratio 0.48% --
Prospectus Gross Expense Ratio 0.48% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 3.45%
Max Deferred Sales Load -- 1.15%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Joseph F. Marvan, Lead Manager since May 06, 2015
Joseph F. Marvan, CFA, Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management, has served as a portfolio manager of the Fund since 2012. Mr. Marvan joined Wellington Management as an investment professional in 2003. 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, 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

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.

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