3 / 5 Stars
3 3 1 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#19 in Target Date 2036-2040
U.S. News evaluated 49 Target Date 2036-2040 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 19.51 percent over the past year, and 11.06 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||15.6%|
|3 Years (Annualized)||11.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to maximize total return and secondarily, to seek capital preservation. The fund seeks to achieve its goal by investing in a diversified combination of other Hartford Mutual 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 78% of assets in equity instruments and equity funds and approximately 22% of assets in fixed income instruments and fixed income funds.
Fees are Above Average compared to funds in the same category.
Hartford Target Retirement 2040 Fund has an expense ratio of 0.45 percent.
Risk is Average compared to funds in the same category according to Morningstar.