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Mutual Fund Insights: Hartford Target Retirement 2015 R3 Fund (HTJRX)
In-depth Analysis of Hartford Target Retirement 2015 R3 (HTJRX)
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Last Trade: $12.09 on 11/20/2009, Change: -0.04 (-0.33%)
Fund Manager - Edward C. Caputo
Fund Manager Tenure: 1.0 years [Similar Funds: HTJSX HTJTX ]Fundmojo Fund Grade: N/A (Score: *manager is new*) (What does this score mean?)Edward C. Caputo joined Hartford Investment Management in 2001. Edward C. Caputo has been an investment professional involved in trading, portfolio management and investment research since 2000. Edward C. Caputo holds the Charted Financial Analyst designation.
Category Average: 15.95% , -2.27% , 2.60% | Category Average: 0.64% | Category Average: 35.28% |
What we like about Hartford Target Retirement 2015 R3 Fund (HTJRX)
Data for Hartford Target Retirement 2015 R3 Fund (HTJRX) as of October 31, 2009
What we are cautious about Hartford Target Retirement 2015 R3 Fund (HTJRX)
Data for Hartford Target Retirement 2015 R3 Fund (HTJRX) as of October 31, 2009
- Hartford Target Retirement 2015 R3 Fund (HTJRX) management has been with Hartford Target Retirement 2015 R3 Fund for only 1.0 years, it is hard to judge manager's ability based on this fund's operation record
- Hartford Target Retirement 2015 R3 Fund is a focused fund with 70.95% 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 2015 R3 Fund (HTJRX) has a higher management fee of 1.15% than its Target Date 2011-2015 average of 0.64%
- Even though Hartford Target Retirement 2015 R3 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
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Hartford Target Retirement 2015 R3 Fund (HTJRX) Net Asset
Track net asset change of Hartford Target Retirement 2015 R3 fund (HTJRX)
| Date | Net Asset |
| 10/2009 | $2.00M |
| 09/2009 | $1.54M |
| 08/2009 | $1.35M |
Hartford Target Retirement 2015 R3 Fund (HTJRX) Portfolio Allocation
Track portfolio allocation change of Hartford Target Retirement 2015 R3 fund (HTJRX)
| Date | Cash | Stock | Bond | Other |
| 09/2009 | 4.3% | 63.22% | 31.63% | 0.86% |
| 08/2009 | 4.16% | 62.13% | 33.07% | 0.64% |
| 06/2009 | 4.89% | 63.92% | 30.57% | 0.63% |
Most Recent Top 10 Holdings in Hartford Target Retirement 2015 R3 Fund (HTJRX)
Discover what Hartford Target Retirement 2015 R3 Fund (HTJRX) manager is buying
Hartford Total Return Bond Y [12.42%] Hartford Capital Appreciation Y [8.85%] Hartford Inflation Plus Y [7.8%] Hartford Fundamental Growth Y [6.51%] Hartford Strategic Income Y [5.53%] Hartford Capital Appreciation II Y [4.93%] Hartford Intl Opportunities Y [4.66%] Hartford Short Duration Y [3.82%] Hartford Dividend & Growth Y [3.68%] | Hartford Total Return Bond Y [12.61%] Hartford Capital Appreciation Y [9.15%] Hartford Inflation Plus Y [8.23%] Hartford Strategic Income Y [5.77%] Hartford Capital Appreciation II Y [5.05%] Hartford Intl Opportunities Y [4.79%] Hartford Short Duration Y [3.95%] Hartford Dividend & Growth Y [3.85%] Hartford Disciplined Equity Y [3.59%] | Hartford Capital Appreciation Y [10.87%] Hartford Total Return Bond Y [10.69%] Hartford Strategic Income Y [7.1%] Hartford Inflation Plus Y [6.54%] Hartford Capital Appreciation II Y [5.88%] Hartford Intl Opportunities Y [5.51%] Hartford Short Duration Y [5.05%] Hartford Disciplined Equity Y [4.33%] Hartford Dividend & Growth Y [4.18%] |
Related books and products to Hartford Target Retirement 2015 R3 Fund (HTJRX)
Latest News on Hartford Target Retirement 2015 R3 (HTJRX)
See what is happening with Hartford Target Retirement 2015 R3 Fund (HTJRX)
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- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
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| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
