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Mutual Fund Insights: Hartford Target Retirement 2030 R5 Fund (HTHTX)

In-depth Analysis of Hartford Target Retirement 2030 R5 Fund (HTHTX)

Mutual fund chart: Hartford Target Retirement 2030 R5 Fund (HTHTX)

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See Hartford Target Retirement 2030 R5 Fund (HTHTX) performance details as of January 31, 2010

  

    Last Trade: $8.65 on 3/17/2010, Change: +0.05 (0.58%)

  

Fund Manager - Hugh T. M. Whelan

Fund Manager Tenure: 4.0 years   [Similar Funds: HTHAX  HTHRX  HTHSX  HTHYX ]
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)
Whelan has been executive vice president of Hartford Investment Management since 2005. He has been with Hartford since 1990. Whelan holds the Chartered Financial Analyst designation.  Get more insights on Hugh T. M. Whelan

  

What we like about Hartford Target Retirement 2030 R5 Fund (HTHTX) What we like about Hartford Target Retirement 2030 R5 Fund (HTHTX)

Data for Hartford Target Retirement 2030 R5 Fund (HTHTX) as of January 31, 2010

  • Hartford Target Retirement 2030 R5 Fund (HTHTX) management has been with Hartford Target Retirement 2030 R5 Fund for 4.0 years
  • Hartford Target Retirement 2030 R5 Fund (HTHTX) has good short-term performance (1-year return 34.40% vs 33.93% Target Date 2026-2030 category average)
  • Hartford Target Retirement 2030 R5 Fund (HTHTX) has good mid-term performance (3-year return -3.44% vs -6.01% Target Date 2026-2030 category average)
  • Hartford Target Retirement 2030 R5 Fund (HTHTX) has a Morningstar rating of 4 and above
  • Hartford Target Retirement 2030 R5 Fund (HTHTX) has an annual stock turnover rate of 16.00% vs Target Date 2026-2030 average of 39.04%. It is good that Hartford Target Retirement 2030 R5 management does not trade extensively for its return.
  • Hartford Target Retirement 2030 R5 Fund (HTHTX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.3, lower than category average of 19.59
  • Hartford Target Retirement 2030 R5 Fund (HTHTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Hartford Target Retirement 2030 R5 Fund (HTHTX) What we are cautious about Hartford Target Retirement 2030 R5 Fund (HTHTX)

Data for Hartford Target Retirement 2030 R5 Fund (HTHTX) as of January 31, 2010

  • Hartford Target Retirement 2030 R5 Fund is a focused fund with 74.21% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Hartford Target Retirement 2030 R5 Fund (HTHTX) ratio of up-years vs down years can be improved
  • Hartford Target Retirement 2030 R5 Fund (HTHTX) has a higher management fee of 0.85% than its Target Date 2026-2030 average of 0.63%
See Hartford Target Retirement 2030 R5 Fund (HTHTX) performance details as of January 31, 2010

  

  

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Hartford Target Retirement 2030 R5 Fund (HTHTX) Net Asset

Track net asset change of Hartford Target Retirement 2030 R5 fund (HTHTX)

DateNet Asset
01/2010$6.79M
11/2009$6.55M
10/2009$6.08M
More historic net asset information on Hartford Target Retirement 2030 R5 Fund (HTHTX)

  

Hartford Target Retirement 2030 R5 Fund (HTHTX) Portfolio Allocation

Track portfolio allocation change of Hartford Target Retirement 2030 R5 fund (HTHTX)

DateCashStockBondOther
09/20093.97%78.34%17.37%0.32%
08/20092.99%78.37%18.37%0.26%
07/20093.43%78.47%17.83%0.27%
Click here to see more historic asset allocation information on Hartford Target Retirement 2030 R5 Fund (HTHTX)

  

Most Recent Top 10 Holdings in Hartford Target Retirement 2030 R5 Fund (HTHTX)

Discover what Hartford Target Retirement 2030 R5 Fund (HTHTX) manager is buying

30-Sep-09
Hartford Value Y [17.56%]
Hartford Total Return Bond Y [13.27%]
Hartford Capital Appreciation Y [13.2%]
Hartford Intl Opportunities Y [5.96%]
Hartford Inflation Plus Y [5.37%]
Hartford Intl Small Company Y [4.42%]
Hartford Disciplined Equity Y [4.35%]
Hartford Select SmallCap Value Y [4.33%]
Hartford Growth Y [3.94%]
Hartford Dividend & Growth Y [3.76%]

31-Aug-09
Hartford Value Y [18.12%]
Hartford Total Return Bond Y [14.04%]
Hartford Capital Appreciation Y [13.54%]
Hartford Intl Opportunities Y [5.9%]
Hartford Inflation Plus Y [4.64%]
Hartford Disciplined Equity Y [4.48%]
Hartford Intl Small Company Y [4.41%]
Hartford Select SmallCap Value Y [4.36%]
Hartford Growth Y [4.01%]
Hartford Dividend & Growth Y [3.9%]

31-Jul-09
Hartford Value Y [18.18%]
Hartford Total Return Bond Y [13.88%]
Hartford Capital Appreciation Y [13.83%]
Hartford Intl Opportunities Y [5.99%]
Hartford Disciplined Equity Y [4.52%]
Hartford Intl Small Company Y [4.39%]
Hartford Select SmallCap Value Y [4.39%]
Hartford Growth Y [4.07%]
Hartford Inflation Plus Y [3.96%]
Hartford Dividend & Growth Y [3.92%]
Click here for Stock Holding Change Map in Hartford Target Retirement 2030 R5 Fund (HTHTX)

  

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Latest News on Hartford Target Retirement 2030 R5 (HTHTX)

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