Hartford Target Retirement 2020 Fund

Scorecard
3 / 5 Stars
Lipper
3 3 3 2 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 52 Target Date 2016-2020 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 8.84 percent over the past year, 6.47 percent over the past three years, and 14.66 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 1.1%
1 Year 8.8%
3 Years (Annualized) 6.5%
5 Years (Annualized) 14.7%
10 Years (Annualized) N/A

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Summary

The investment seeks to maximize total return and secondarily, capital preservation. The fund seeks to achieve its goal by investing in a diversified combination of other Hartford Funds and may also invest in one or more unaffiliated money market funds as well as certain exchange-traded funds ("ETFs") and/or exchange-traded notes ("ETNs") through an asset allocation strategy implemented by the sub-adviser, Wellington Management Company, LLP. Wellington Management adjusts the fund's investments to achieve approximately 53% of assets in equity instruments and equity funds and approximately 47% of assets in fixed income instruments and fixed income funds.

Fees

Fees are Low compared to funds in the same category.
Hartford Target Retirement 2020 Fund has an expense ratio of 0.29 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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See Also:

Top Hartford Mutual Funds Funds