Hartford Target Retirement 2025 Fund

Scorecard
2 / 5 Stars
Lipper
2 2 2 1 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

#23 in Target Date 2021-2025

U.S. News evaluated 49 Target Date 2021-2025 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 11.96 percent over the past year, 7.32 percent over the past three years, and 16.52 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 0.9%
1 Year 12.0%
3 Years (Annualized) 7.3%
5 Years (Annualized) 16.5%
10 Years (Annualized) N/A

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Summary

The investment seeks to maximize total return and secondarily, capital preservation. The fund normally invests 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"). Under normal market conditions Wellington Management adjusts the fund's investments to achieve approximately 62% of assets in equity instruments and equity funds and approximately 38% of assets in fixed income instruments and fixed income funds.

Fees

Fees are Above Average compared to funds in the same category.
Hartford Target Retirement 2025 Fund has an expense ratio of 0.58 percent.

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Risk

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

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See Also:

Top Hartford Mutual Funds Funds