Hartford Target Retirement 2020 R3
Hartford Mutual Funds Inc Itt Hartford Group NC P O Box 2999 Hartford CT 06115
Map
Phone: 888-843-7824
| Category: | Target Date 2016-2020 | | Fund Family: | Hartford Mutual Funds | | Net Assets: | 2.55M | | Year-to-Date Return: | 27.03% | | Yield: | 1.10% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Dec-06 |
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Hugh T. M. Whelan
Lead Manager since
01-Mar-06 | | | Whelan has been executive vice president of Hartford Investment Management since 2005. He has been with Hartford since 1990. Whelan holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to maximize total return and secondarily, to seek capital preservation. The fund invests in a combination of equity and fixed income funds, with an increasing allocation to fixed income funds as the fund approaches its target year of 2020. It normally adjusts the fund's investments in the underlying funds generally to achieve approximately 29% of assets in fixed income funds and approximately 71% of assets in equity funds. By 2020 the fund's investments in the underlying funds are expected to be adjusted to achieve approximately 45% in fixed income funds and approximately 55% in equity funds. |
| Last Dividend
(23-Dec-08):
| 0.10 | | Last Cap Gain
(14-Nov-07):
| 0.09 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 43.43% |
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| Expense | HTWRX | Category
Avg | | Total Expense Ratio: | %
| 0.69% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.26% | | Max Deferred Sales Load: | %
| 2.22% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $708 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,097 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,220 |
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