Hartford Target Retirement 2010 R3 P O Box 2999 Hartford CT 06104-2999
Phone: 888-843-7824
| Category: |
Target-Date 2000-2014 |
| Fund Family: |
Hartford Mutual Funds |
| Net Assets: |
10.00K |
| Year-to-Date Return: |
8.20% |
| Yield: |
3.71% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
21-Dec-06 |
|
Hugh T. M. Whelan
Lead Manager since
01-Mar-06 |
|
| Whelan is executive vice president of Hartford Investment Management. He has been with Hartford Investmentan as investment professional since 1990. Whelan holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$0 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$0 |
|
|
|
| The investment seeks maximize total return and secondarily, 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 2010. It achieve approximately 50% of assets in fixed income funds and approximately 50% of assets in equity funds, although these percentages may vary from time to time. By 2010 the fund's investments in the Underlying Funds are expected to be adjusted to achieve approximately 70% of assets in fixed income funds and approximately 30% of assets in equity funds. |
| Last Dividend
(21-Dec-07):
|
0.25 |
| Last Cap Gain
(14-Nov-07):
|
0.21 |
| Annual Holdings Turnover
|
56.00% |
| Average for Category:
|
46.36% |
|
| Expense |
HTTRX |
Category Avg |
| Total Expense Ratio: |
%
|
0.78% |
| Max 12b1 Fee: |
0.50%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
4.90% |
| Max Deferred Sales Load: |
0.00%
|
2.50% |
| 3 Yr Expense Projection*: |
$2,588 |
$800 |
| 5 Yr Expense Projection*: |
$4,137 |
$1,339 |
| 10 Yr Expense Projection*: |
$7,477 |
$2,549 |
|
|