4 / 5 Stars
3 3 3 2 2
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
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.
The fund has returned 6.97 percent over the past year, 6.50 percent over the past three years, and 13.90 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.8%|
|3 Years (Annualized)||6.5%|
|5 Years (Annualized)||13.9%|
|10 Years (Annualized)||N/A|
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 Mutual funds - the underlying funds - as well as certain exchange-traded funds ("ETFs") and exchange-traded notes ("ETNs") through an asset allocation strategy implemented by the sub-adviser, Wellington Management Company, LLP ("Wellington Management"). It adjusts the fund's investments to achieve approximately 55% of assets in equity instruments and equity funds and approximately 45% of assets in fixed income instruments and fixed income funds.
Fees are Below Average compared to funds in the same category.
Hartford Target Retirement 2020 Fund has an expense ratio of 0.29 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.