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Seeking to Hedge Inflation
Invests primarily in Treasury Inflation Protected Securities, or TIPS, to potentially benefit from inflation
Opportunistic Exposure
May allocate to other income-generating sectors which may benefit from rising inflation
Sub-advised by Wellington
Wellington prioritizes independent thought and collaboration across all major asset classes
Objective: Seeks a total return that exceeds the rate of inflation over an economic cycle.
Portfolio Management
9
YRS
MANAGING THIS FUND
22
YRS
AT WELLINGTON MANAGEMENT
37
YRS
EXPERIENCE IN THIS INDUSTRY
4
YRS
MANAGING THIS FUND
9
YRS
AT WELLINGTON MANAGEMENT
18
YRS
EXPERIENCE IN THIS INDUSTRY
3
YRS
MANAGING THIS FUND
14
YRS
AT WELLINGTON MANAGEMENT
21
YRS
EXPERIENCE IN THIS INDUSTRY
The portfolio managers are supported by the full resources of Wellington.
Performance
PERFORMANCE %
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.
SI = Since Inception.
Fund Inception: 10/31/2002
Share Class Inception: 2/28/17.
Class F-shares performance prior to 2/28/17 reflects Class I-shares performance and operating expenses, and, prior to 8/31/06 the performance and operating expenses of Class A-shares (excluding sales charges). Performance for Class F-shares prior to its inception date would have differed if Class F- operating expenses had been reflected. Since Inception (SI) performance is calculated from 10/31/02.
Hartford Inflation Plus Fund F Share Morningstar Ratings
overall
(as of 2/28/2025)
Overall, 5 stars, 3-Year, 4 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 139, 139, 130 and 107 products, respectively. Morningstar RatingTM
is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures
. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
139 PRODUCTS
|
Inflation-Protected Bond Category
Based on Risk-Adjusted Returns
3 YEAR
(as of 2/28/2025)
Overall, 5 stars, 3-Year, 4 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 139, 139, 130 and 107 products, respectively. Morningstar RatingTM
is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures
. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
139 PRODUCTS
|
Inflation-Protected Bond Category
Based on Risk-Adjusted Returns
5 YEAR
(as of 2/28/2025)
Overall, 5 stars, 3-Year, 4 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 139, 139, 130 and 107 products, respectively. Morningstar RatingTM
is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures
. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
130 PRODUCTS
|
Inflation-Protected Bond Category
Based on Risk-Adjusted Returns
10 YEAR
(as of 2/28/2025)
Overall, 5 stars, 3-Year, 4 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 139, 139, 130 and 107 products, respectively. Morningstar RatingTM
is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures
. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
107 PRODUCTS
|
Inflation-Protected Bond Category
Based on Risk-Adjusted Returns
The Fund’s Class F shares have not been in operation for 10 years. Therefore, the Calendar Year Returns (F Shares) chart includes performance and operating expenses of another class. For more information, see the prospectus.
Characteristics
FUND STATS
| Turnover | 16% |
|---|---|
| Dividend Frequency | Monthly |
| # of Holdings | 181 |
Holdings Characteristics
| Yield to Worst (%) | 4.55% |
|---|---|
| Effective Duration | 5.32 yrs |
Asset Class Exposure (%)
Top Ten Issuers (%)
| U.S. Treasury Inflation-Indexed Notes | 79.67 |
| New Zealand Government Bonds Inflation-Linked | 2.25 |
| Mexico Udibonos | 1.26 |
| U.S. Treasury Inflation-Indexed Bonds | 1.26 |
| Brazil Notas do Tesouro Nacional | 1.23 |
| Deutsche Bundesrepublik Bonds Inflation-Linked | 1.23 |
| Colombia TES | 0.84 |
| Tricon Residential Trust | 0.45 |
| Angel Oak Mortgage Trust | 0.41 |
| Hungary Government International Bonds | 0.41 |
| Total Portfolio % | 89.01 |
Credit Exposure (%)
| Aaa/AAA | 6 |
| Aa/AA | 82 |
| A | 1 |
| Baa/BBB | 5 |
| Ba/BB | 4 |
| B | 1 |
| Caa/CCC or lower | 0 |
| Not Rated | 2 |
| Cash & Cash Offsets | 0 |
Credit exposure is the credit ratings for the underlying securities of the Fund as provided by Standard and Poor's (S&P), Moody's Investors Service, or Fitch and typically range from AAA/Aaa (highest) to C/D (lowest). If S&P, Moody's, and Fitch assign different ratings, the median rating is used. If only two agencies assign ratings, the lower rating is used. Securities that are not rated by any of the three agencies are listed as "Not Rated." Ratings do not apply to the Fund itself or to Fund shares. Ratings may change.
Maturity Schedule (%)
| 0 to <1 | 0 |
| 1 to <3 | 19 |
| 3 to <5 | 21 |
| 5 to <10 | 51 |
| 10 to <20 | 6 |
| 20 to <30 | 1 |
| >30 | 1 |
distributions and capital gains
| Distribution Date | Distribution NAV | ordinary income | short term capital gains | long term capital gains | total distribution |
|---|---|---|---|---|---|
| 2/27/2025 | 10.36 | $0.0096 | $0.0000 | $0.0000 | $0.0096 |
| 1/30/2025 | 10.23 | $0.0035 | $0.0000 | $0.0000 | $0.0035 |
| 12/27/2024 | 10.12 | $0.0264 | $0.0000 | $0.0000 | $0.0264 |
| 12/17/2024 | 10.21 | $0.0000 | $0.0000 | $0.0000 | $0.0000 |
| 11/27/2024 | 10.25 | $0.0206 | $0.0000 | $0.0000 | $0.0206 |
| 10/28/2024 | 10.24 | $0.0154 | $0.0000 | $0.0000 | $0.0154 |
| 9/26/2024 | 10.45 | $0.0161 | $0.0000 | $0.0000 | $0.0161 |
| 8/27/2024 | 10.37 | $0.0158 | $0.0000 | $0.0000 | $0.0158 |
| 7/26/2024 | 10.18 | $0.0272 | $0.0000 | $0.0000 | $0.0272 |
| 6/26/2024 | 10.06 | $0.0443 | $0.0000 | $0.0000 | $0.0443 |
| 5/29/2024 | 9.99 | $0.0581 | $0.0000 | $0.0000 | $0.0581 |
| 4/26/2024 | 9.98 | $0.0627 | $0.0000 | $0.0000 | $0.0627 |
| 3/26/2024 | 10.16 | $0.0392 | $0.0000 | $0.0000 | $0.0392 |
Past distributions are not indicative of future distributions.
Insights
Fund Literature
12/31/2024 - PDF (172 KB)
This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.
12/31/2024 - PDF (194 KB)
Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
PDF (116 KB)
A summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.
12/31/2024 - PDF (288 KB)
This Pitchbook reviews the Fund's investment approach, investment team, investment process, and general portfolio parameters.
12/31/2024 - PDF (345 KB)
This module provides an overview of Wellington Management Company's Fixed Income resources and capabilities
An unaudited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
PDF (13 KB)
A legal document that discloses essential information about a fund, including investment objectives, risks, fees, expenses, fund manager background and other information.
An audited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
Important Risks: Investing involves risk, including the possible loss of principal. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies. • Fixed income security risks include credit, liquidity, call, duration, and interest-rate risk. As interest rates rise, bond prices generally fall. • The value of inflation-protected securities (IPS) generally fluctuates with changes in real interest rates, and the market for IPS may be less developed or liquid, and more volatile, than other securities markets. • Obligations of U.S. Government agencies are supported by varying degrees of credit but are generally not backed by the full faith and credit of the U.S. Government. • Derivatives are generally more volatile and sensitive to changes in market or economic conditions than other securities; their risks include currency, leverage, liquidity, index, pricing, valuation, and counterparty risk. • The portfolio managers may allocate a portion of the Fund's assets to specialist portfolio managers, which may not work as intended. • Mortgage-related and asset-backed securities' risks include credit, interest-rate, prepayment, and extension risk. • Foreign investments, including foreign government debt, may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political, economic and regulatory developments.
BLOOMBERG® and any Bloomberg Index are service marks of Bloomberg Finance L.P. and its affiliates, including Bloomberg Index Services Limited ("BISL"), the administrator of the indices (collectively, "Bloomberg") and have been licensed for use for certain purposes by Hartford Funds. Bloomberg is not affiliated with Hartford Funds, and Bloomberg does not approve, endorse, review, or recommend any Hartford Funds product. Bloomberg does not guarantee the timeliness, accurateness, or completeness of any data or information relating to Hartford Funds products.
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