# Portfolio overlap — HIPAX vs SWRSX

Comparing **THE HARTFORD INFLATION PLUS FUND** (2026-01-31) and **Schwab Treasury Inflation Protected Securities Index Fund** (2026-02-28).

- Shared positions: 16
- THE HARTFORD INFLATION PLUS FUND covered by Schwab Treasury Inflation Protected Securities Index Fund: 0.4583407038875251883836250235
- Schwab Treasury Inflation Protected Securities Index Fund covered by THE HARTFORD INFLATION PLUS FUND: 0.4583407038875251883836250234

## THE HARTFORD INFLATION PLUS FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| U.S. TREASURY INFLATION-PROTECTED SECURITIES .875% 01/15/2029 | 0.124452 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 01/15/2031 | 0.081205 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES .125 07/15/2030 | 0.062234 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-5/8% 07/15/2032 | 0.061897 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 07/15/2031 | 0.060560 | ✓ |
| U.S. Treasury Notes 0.125%, Due 1/15/2030 | 0.040053 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.375 07/15/33 | 0.039729 | ✓ |
| U.S. Treasury Inflation-Protected Indexed Notes | 0.038836 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.125% 01/15/2033 | 0.037839 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-3/8% 07/15/2027 | 0.036421 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/2% 01/15/2028 | 0.034226 | ✓ |
| U.S. Treasury Inflation-Linked Notes | 0.033452 | ✓ |
| U.S. Treasury Inflation-Protected Indexed Notes | 0.032749 | ✓ |
| U.S. Treasury Inflation-Protected Notes 1.75%, Due 01/15/2034 | 0.031890 | ✓ |
| U.S. Treasury Notes | 0.021375 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 10/15/2026 | 0.018273 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-5/8% 02/15/2043 | 0.011351 | ✓ |
| Federal Republic of Germany | 0.009895 |  |
| United Kingdom Inflation-Linked Gilt | 0.009158 |  |
| U.S. Treasury Inflation-Protected Security 0.375%, due 01/15/27 | 0.009141 |  |
| Brazil Notas do Tesouro Nacional Serie B | 0.007829 |  |
| ROMANIA REPUBLIC OF 6.75% 07/11/2039 REGS | 0.007514 |  |
| Colombian TES | 0.007130 |  |
| COLOMBIAN TES COP I/L 3.75% 02-25-37 | 0.007087 |  |
| Presidencia da Republica | 0.006329 |  |
| PPL Capital Funding, Inc., Convertible | 0.005247 |  |
| BRAZIL NOTAS DO TESOURO NACIONAL SERIE B BRL I/L 6.0% 05-15-55 | 0.005007 |  |
| LNT 3 1/4 05/30/28 | 0.004890 |  |
| AWK 3 5/8 06/15/26 | 0.004736 |  |
| SOUTHERN CO/THE SR UNSECURED 144A 06/28 3.25 | 0.004719 |  |
| NEW ZEALAND GVT ILB 2.500000% 09/20/2040 | 0.004447 |  |
| HUNGARY REPUBLIC OF 1.625% 04/28/2032 REGS | 0.004311 |  |
| FIXED INC CLEARING CORP.REPO | 0.004075 |  |
| UNITED MEXICAN | 0.003800 |  |
| Federal Republic of Germany | 0.003256 |  |
| USD P ZAR C @16.70000 EO | 0.003198 |  |
| NEW ZEALAND GOVERNMENT INFLATION LINKED BOND NZD I/L 3.25% 09-20-50 | 0.003189 |  |
| ZOOM COMMUNICATIONS INC CLASS A | 0.003103 |  |
| CSMC 2022-NQM1 TRUST CSMC 2022 NQM1 A1 144A | 0.002756 |  |
| ARGENTINA | 0.002612 |  |
| FIRSTENERGY CORP SR UNSECURED 144A 01/31 3.875 | 0.002602 |  |
| FIRSTENERGY CORP SR UNSECURED 144A 01/29 3.625 | 0.002567 |  |
| CNP 3 08/01/28 | 0.002561 |  |
| AOMT 2022-1 A1 | 0.002518 |  |
| NOTA DO TESOURO NACIONAL 6.000000% 08/15/2050 | 0.002458 |  |
| PG&E Corporation, Convertible | 0.002454 |  |
| USD-SOFR-OIS Compound---20350226 | 0.002297 |  |
| COLT Mortgage Loan Trust, Series 2022-1, Class A1 | 0.002242 |  |
| NRZT 2022-NQM1 A1 | 0.002172 |  |
| GPN 1.5 03/01/31 | 0.001880 |  |

## Schwab Treasury Inflation Protected Securities Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| U.S. Treasury Notes | 0.041957 | ✓ |
| U.S. Treasury Inflation-Protected Indexed Notes | 0.041285 | ✓ |
| U.S. Treasury Inflation-Protected Indexed Notes | 0.038797 | ✓ |
| U.S. Treasury Inflation-Protected Notes 1.75%, Due 01/15/2034 | 0.037006 | ✓ |
| U.S. Treasury Inflation-Linked Notes | 0.034666 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.125% 01/15/2033 | 0.034501 | ✓ |
| U.S. Treasury Notes | 0.034424 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.375 07/15/33 | 0.034335 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-5/8% 07/15/2032 | 0.034081 | ✓ |
| U.S. Treasury Inflation-Protected Indexed Notes | 0.033315 |  |
| U.S. Treasury Notes | 0.032087 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8%  01/15/32 | 0.031994 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 2.375% 10/15/2028 | 0.031904 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 1-5/8% 10/15/27 | 0.030670 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.250 04/15/2028 | 0.029923 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 04/15/2027 | 0.029845 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 07/15/2031 | 0.029774 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 01/15/2031 | 0.029413 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES .125 07/15/2030 | 0.028827 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/2% 01/15/2028 | 0.027012 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-3/8% 07/15/2027 | 0.026526 | ✓ |
| U.S. Treasury Notes 0.125%, Due 1/15/2030 | 0.026256 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES .25%  07/15/29 | 0.023579 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-3/4% 07/15/2028 | 0.023572 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES .875% 01/15/2029 | 0.020379 | ✓ |
| U.S. Treasury Inflation-Indexed Notes | 0.014678 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 3-7/8% 04/15/29 | 0.014349 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 1-3/8% 02/15/2044 | 0.013804 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-3/4% 02/15/2045 | 0.013339 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 3-5/8% 04/15/28 | 0.012165 |  |
| U.S. Treasury Inflation-Protected Indexed Bonds | 0.011882 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-3/4% 02/15/2042 | 0.011579 |  |
| U.S. Treasury Inflation-Protected Notes 2.125%, Due 02/15/2054 | 0.011509 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 1-3/4% 01/15/28 | 0.011437 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 2-1/2% 01/15/29 | 0.010874 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.50% 2/15/2053 | 0.009838 |  |
| U.S. Treasury Inflation-Protected Indexed Bonds | 0.009240 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-5/8% 02/15/2043 | 0.008975 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-7/8% 02/15/2047 | 0.008272 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8%  02/15/2052 | 0.007416 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 1% 02/15/46 | 0.007054 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0.25% 02/15/2050 | 0.006829 |  |
| U.S. Treasury Inflation-Protected Indexed Bonds | 0.006319 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 2 1/8% 02/15/40 | 0.006250 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 1% 02/15/48 | 0.006076 |  |
| U.S. Treasury Inflation Linked Bonds | 0.005450 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 3-3/8% 04/15/32 | 0.005447 |  |
| State Street Navigator Securities Lending Portfolio II | 0.001092 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-030380` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1006415/000141036826030380/0001410368-26-030380-index.htm>
- N-PORT (fund B) — accession `0001410368-26-039963` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/869365/000141036826039963/0001410368-26-039963-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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