Mutual Fund Insights: Hartford Target Retirement 2015 R4 Fund (HTJSX)

In-depth Analysis of Hartford Target Retirement 2015 R4 Fund (HTJSX)

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See Hartford Target Retirement 2015 R4 Fund (HTJSX) performance details as of February 28, 2010

  

Last Trade: $12.60 on 3/19/2010, Change: -0.06 (-0.47%)

  

Fund Manager - Hugh T. M. Whelan

Fund Manager Tenure: 1.4 years   [Similar Funds: HTJRX  HTJTX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Hugh T. M. Whelan has been executive vice president of Hartford Investment Management since 2005. Hugh T. M. Whelan has been with Hartford since 1990. Hugh T. M. Whelan holds the Chartered Financial Analyst designation.  Get more insights on Hugh T. M. Whelan

  

 What we like about Hartford Target Retirement 2015 R4 Fund (HTJSX)

Data for Hartford Target Retirement 2015 R4 Fund (HTJSX) as of February 28, 2010

• Hartford Target Retirement 2015 R4 Fund (HTJSX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
• Hartford Target Retirement 2015 R4 Fund (HTJSX) has good short-term performance (1-year return 42.89% vs 39.01 % Target Date 2011-2015 category average)
• Hartford Target Retirement 2015 R4 Fund (HTJSX) ratio of up-years vs down years is greater than 2
• Hartford Target Retirement 2015 R4 Fund (HTJSX) has an annual stock turnover rate of 15.00% vs Target Date 2011-2015 average of 34.79%. It is good that Hartford Target Retirement 2015 R4 management does not trade extensively for its return.
• Hartford Target Retirement 2015 R4 Fund (HTJSX) has a lower management fee than its Target Date 2011-2015 average: 0.07% vs 0.60%

  

 What we are cautious about Hartford Target Retirement 2015 R4 Fund (HTJSX)

Data for Hartford Target Retirement 2015 R4 Fund (HTJSX) as of February 28, 2010

• Hartford Target Retirement 2015 R4 Fund (HTJSX) management has been with Hartford Target Retirement 2015 R4 Fund for only 1.4 years, it is hard to judge manager's ability based on this fund's operation record
• Hartford Target Retirement 2015 R4 Fund is a focused fund with 63.09% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Even though Hartford Target Retirement 2015 R4 Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See Hartford Target Retirement 2015 R4 Fund (HTJSX) performance details as of February 28, 2010

  

  

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Hartford Target Retirement 2015 R4 Fund (HTJSX) Net Asset

Track net asset change of Hartford Target Retirement 2015 R4 fund (HTJSX)

Date	Net Asset
02/2010	$9.06M
01/2010	$2.30M
11/2009	$2.05M

More historic net asset information on Hartford Target Retirement 2015 R4 Fund (HTJSX)

  

Hartford Target Retirement 2015 R4 Fund (HTJSX) Portfolio Allocation

Track portfolio allocation change of Hartford Target Retirement 2015 R4 fund (HTJSX)

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%
07/2009	4.82%	64.46%	30.09%	0.64%

Click here to see more historic asset allocation information on Hartford Target Retirement 2015 R4 Fund (HTJSX)

  

Most Recent Top 10 Holdings in Hartford Target Retirement 2015 R4 Fund (HTJSX)

Discover what Hartford Target Retirement 2015 R4 Fund (HTJSX) manager is buying

30-Sep-09 Hartford Value Y [12.75%] 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%]

31-Aug-09 Hartford Value Y [13.26%] 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%]

31-Jul-09 Hartford Value Y [15.86%] Hartford Capital Appreciation Y [11.13%] Hartford Total Return Bond Y [10.74%] Hartford Strategic Income Y [7.03%] Hartford Inflation Plus Y [6.18%] Hartford Capital Appreciation II Y [6.08%] Hartford Intl Opportunities Y [5.78%] Hartford Short Duration Y [4.82%] Hartford Disciplined Equity Y [4.34%] Hartford Dividend & Growth Y [4.21%]

Click here for Stock Holding Change Map in Hartford Target Retirement 2015 R4 Fund (HTJSX)

  

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See more information on Hartford Target Retirement 2015 R4 Fund (HTJSX)

• Hartford Target Retirement 2015 R4 Fund Insights
• Hartford Target Retirement 2015 R4 Fund Performance Data
• Hartford Target Retirement 2015 R4 Fund News
• Hartford Target Retirement 2015 R4 Fund Score Explaination
• Hartford Target Retirement 2015 R4 Fund Manager Information
• Historic Hartford Target Retirement 2015 R4 Fund Asset Allocation Report
• Historic Hartford Target Retirement 2015 R4 Fund Top 10 Holding Tracking
• Historic Hartford Target Retirement 2015 R4 Fund Asset Under Management Tracking