| No headlines available for HTWSX. |
|
|
| Morningstar Overall Rating: |
N/A |
| Total Assets: |
1.66M |
| Category: |
Target-Date 2015-2029 |
| Total Expense Ratio: |
% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
8.30% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
115 |
| % Rank in Category (ytd): |
37.95% |
| Beta (3y): |
|
| Morningstar Risk Rating: |
|
|
| 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 35% of assets in fixed income funds and approximately 65% of assets in equity funds. By 2020 the fund's investments in the underlying funds are expected to be adjusted to achieve approximately 70% in fixed income funds and approximately 30% in equity funds. |
|
| Fund Profile |
|
Help
0.08 (0.89%) 
Summary
Add HTWSX to Portfolio 
Download Data
