Mutual Fund Insights: Hartford Inflation Plus R5 Fund (HIPTX)

In-depth Analysis of Hartford Inflation Plus R5 Fund (HIPTX)

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See Hartford Inflation Plus R5 Fund (HIPTX) performance details as of January 31, 2010

  

Last Trade: $11.46 on 3/17/2010, Change: +0.02 (0.17%)

  

Fund Manager - John Hendricks

Fund Manager Tenure: 3.0 years   [Similar Funds: HIPAX  HIPBX  HIPCX  HIPIX  HIPRX  HIPSX  HIPYX ]
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)

Hendricks joined the Hartford Investment Management in 2005 as a fixed-income trader specializing in Treasury and agency securities. Hendricks started his career in financial services as the senior government securities trader in the International Treasury Division of Bank of New England.  Get more insights on John Hendricks

  

 What we like about Hartford Inflation Plus R5 Fund (HIPTX)

Data for Hartford Inflation Plus R5 Fund (HIPTX) as of January 31, 2010

• Hartford Inflation Plus R5 Fund (HIPTX) management has been with Hartford Inflation Plus R5 Fund for 3.0 years
• Hartford Inflation Plus R5 Fund (HIPTX) has good mid-term performance (3-year return 7.53% vs 5.79% Inflation-Protected Bond category average)
• Hartford Inflation Plus R5 Fund (HIPTX) has good Long-term performance (5-year return 4.84% vs 4.00% Inflation-Protected Bond category average)
• Hartford Inflation Plus R5 Fund (HIPTX) has a Morningstar rating of 4 and above
• Hartford Inflation Plus R5 Fund (HIPTX) has an annual stock turnover rate of 145.00% vs Inflation-Protected Bond average of 225.32%. It is good that Hartford Inflation Plus R5 management does not trade extensively for its return.
• Hartford Inflation Plus R5 Fund (HIPTX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.76, lower than category average of 9.17
• Hartford Inflation Plus R5 Fund (HIPTX) has a lower management fee than its Inflation-Protected Bond average: 0.78% vs 0.85%
• Hartford Inflation Plus R5 Fund (HIPTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Hartford Inflation Plus R5 Fund (HIPTX)

Data for Hartford Inflation Plus R5 Fund (HIPTX) as of January 31, 2010

• Hartford Inflation Plus R5 Fund is a focused fund with 73.42% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Hartford Inflation Plus R5 Fund (HIPTX) has a less-than-ideal short-term performance (1-year return 11.14% vs 12.14% Inflation-Protected Bond category average)
• Hartford Inflation Plus R5 Fund (HIPTX) ratio of up-years vs down years can be improved
• Hartford Inflation Plus R5 Fund (HIPTX) is less safe compared to its Inflation-Protected Bond peers

See Hartford Inflation Plus R5 Fund (HIPTX) performance details as of January 31, 2010

  

  

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Hartford Inflation Plus R5 Fund (HIPTX) Net Asset

Track net asset change of Hartford Inflation Plus R5 fund (HIPTX)

Date	Net Asset
01/2010	$700.00K
11/2009	$280.00K
10/2009	$260.00K

More historic net asset information on Hartford Inflation Plus R5 Fund (HIPTX)

  

Hartford Inflation Plus R5 Fund (HIPTX) Portfolio Allocation

Track portfolio allocation change of Hartford Inflation Plus R5 fund (HIPTX)

Date	Cash	Stock	Bond	Other
09/2009	5.06%	0%	94.81%	0.14%
08/2009	2.67%	0%	97.21%	0.13%
06/2009	3.82%	0%	96.16%	0.03%

Click here to see more historic asset allocation information on Hartford Inflation Plus R5 Fund (HIPTX)

  

Most Recent Top 10 Holdings in Hartford Inflation Plus R5 Fund (HIPTX)

Discover what Hartford Inflation Plus R5 Fund (HIPTX) manager is buying

30-Sep-09 US Treasury Bond 2.375% [11.45%] US Treasury Note 2% [8.87%] US Treasury Note [8.86%] US Treasury Note 2.5% [7.85%] US Treasury Note 3% [5.66%] US Treasury Note 1.875% [5.31%] US Treasury Note 2% [5.31%] US Treasury Bond 2.375% [4.64%] JPMorgan US Govt MMkt Capital [4.11%] US Treasury Note 2.375% [3.93%]

31-Aug-09 US Treasury Note [12.84%] US Treasury Bond 2.375% [11.96%] US Treasury Note 2.5% [8.25%] US Treasury Note 2% [8.23%] US Treasury Note 3% [5.99%] US Treasury Bond 2.5% [5.62%] US Treasury Note 2% [5.61%] US Treasury Note 1.875% [5.6%] US Treasury Bond 2.375% [4.84%] US Treasury Note 2.375% [4.14%]

30-Jun-09 US Treasury Note [13.87%] US Treasury Bond 2.375% [11.28%] US Treasury Note 2% [10.62%] US Treasury Note 2% [8.94%] US Treasury Note 3% [6.54%] US Treasury Bond 2.5% [6.17%] US Treasury Bond 2.375% [5.27%] US Treasury Note 2.375% [4.48%] United States Treas Nts [4.26%] US Treasury Note 2.5% [4.22%]

Click here for Stock Holding Change Map in Hartford Inflation Plus R5 Fund (HIPTX)

  

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See more information on Hartford Inflation Plus R5 Fund (HIPTX)

• Hartford Inflation Plus R5 Fund Insights
• Hartford Inflation Plus R5 Fund Performance Data
• Hartford Inflation Plus R5 Fund News
• Hartford Inflation Plus R5 Fund Score Explaination
• Hartford Inflation Plus R5 Fund Manager Information
• Historic Hartford Inflation Plus R5 Fund Asset Allocation Report
• Historic Hartford Inflation Plus R5 Fund Top 10 Holding Tracking
• Historic Hartford Inflation Plus R5 Fund Asset Under Management Tracking