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Hartford Target Retirement 2010 R3 (HTTRX)

On Feb 9: 8.56 USD  Up 0.06 (0.71%)  
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Profile  As of 31-Dec-07 Get Profile for:
Hartford Target Retirement 2010 R3
P O Box 2999 Hartford CT 06104-2999
Phone: 888-843-7824
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FUND OVERVIEW
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
MORNINGSTAR STYLE BOX
Target-Date 2000-2014
[View Category Definition]
View Top Target-Date 2000-2014 Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION
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.
INVESTMENT INFORMATION
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
HTTRX can be purchased from 12 brokerages.
FUND SUMMARY
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.
FUND OPERATIONS
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%
FEES & EXPENSES
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
* Per $10,000 invested


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