| No headlines available for HTHRX. |
|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
4.98M |
| Category: |
Target Date 2026-2030 |
| Total Expense Ratio: |
1.20% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-2.92% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
59 |
| % Rank in Category (ytd): |
27.96% |
| Beta (3y): |
1.36 |
| Morningstar Risk Rating: |
Average |
|
| 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 2030. It normally adjusts the fund's investments in the underlying funds generally to achieve approximately 18% of assets in fixed income funds and approximately 82% of assets in equity funds. By 2030 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. |
|
| Fund Profile |
|
Help
0.09 (1.15%) 
Summary
Add HTHRX to Portfolio 
Download Data
