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Mutual Fund Insights: Hartford Target Retirement 2020 R3 Fund (HTWRX)

In-depth Analysis of Hartford Target Retirement 2020 R3 Fund (HTWRX)

Mutual fund chart: Hartford Target Retirement 2020 R3 Fund (HTWRX)

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See Hartford Target Retirement 2020 R3 Fund (HTWRX) performance details as of January 31, 2010

Last Trade: $9.62 on 3/18/2010, Change: -0.01 (-0.1%)

Fund Manager - Hugh T. M. Whelan

Fund Manager Tenure: 4.0 years [Similar Funds: HTWAX HTWSX HTWTX HTWYX ]
Fundmojo Fund Grade: B (Score: 0.67) (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 2020 R3 Fund (HTWRX)

Data for Hartford Target Retirement 2020 R3 Fund (HTWRX) as of January 31, 2010

Hartford Target Retirement 2020 R3 Fund (HTWRX) management has been with Hartford Target Retirement 2020 R3 Fund for 4.0 years
Hartford Target Retirement 2020 R3 Fund (HTWRX) has good short-term performance (1-year return 33.64% vs 28.76% Target Date 2016-2020 category average)
Hartford Target Retirement 2020 R3 Fund (HTWRX) has good mid-term performance (3-year return -2.83% vs -4.19% Target Date 2016-2020 category average)
Hartford Target Retirement 2020 R3 Fund (HTWRX) has a Morningstar rating of 4 and above
Hartford Target Retirement 2020 R3 Fund (HTWRX) has an annual stock turnover rate of 20.00% vs Target Date 2016-2020 average of 42.34%. It is good that Hartford Target Retirement 2020 R3 management does not trade extensively for its return.

What we are cautious about Hartford Target Retirement 2020 R3 Fund (HTWRX)

Data for Hartford Target Retirement 2020 R3 Fund (HTWRX) as of January 31, 2010

Hartford Target Retirement 2020 R3 Fund is a focused fund with 71.40% 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 2020 R3 Fund (HTWRX) ratio of up-years vs down years can be improved
Hartford Target Retirement 2020 R3 Fund (HTWRX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.76 that is higher than category average of 16.61
Hartford Target Retirement 2020 R3 Fund (HTWRX) has a higher management fee of 1.20% than its Target Date 2016-2020 average of 0.68%
Even though Hartford Target Retirement 2020 R3 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses

See Hartford Target Retirement 2020 R3 Fund (HTWRX) performance details as of January 31, 2010

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Hartford Target Retirement 2020 R3 Fund (HTWRX) Net Asset

Track net asset change of Hartford Target Retirement 2020 R3 fund (HTWRX)

Date	Net Asset
01/2010	$4.41M
11/2009	$2.55M
10/2009	$1.15M

More historic net asset information on Hartford Target Retirement 2020 R3 Fund (HTWRX)

Hartford Target Retirement 2020 R3 Fund (HTWRX) Portfolio Allocation

Track portfolio allocation change of Hartford Target Retirement 2020 R3 fund (HTWRX)

Date	Cash	Stock	Bond	Other
09/2009	4.54%	67.58%	27.13%	0.75%
08/2009	3.66%	67.09%	28.65%	0.61%
07/2009	3.97%	67.66%	27.86%	0.52%

Click here to see more historic asset allocation information on Hartford Target Retirement 2020 R3 Fund (HTWRX)

Most Recent Top 10 Holdings in Hartford Target Retirement 2020 R3 Fund (HTWRX)

Discover what Hartford Target Retirement 2020 R3 Fund (HTWRX) manager is buying

30-Sep-09

Hartford Value Y [16.34%]
Hartford Capital Appreciation Y [13.53%]
Hartford Total Return Bond Y [10.79%]
Hartford Strategic Income Y [6.25%]
Hartford Inflation Plus Y [5.74%]
Hartford Select SmallCap Value Y [4.8%]
Hartford Intl Small Company Y [4.77%]
Hartford Intl Opportunities Y [4.34%]
Hartford Growth Y [4.14%]
Hartford Dividend & Growth Y [2.6%]

31-Aug-09

Hartford Value Y [16.2%]
Hartford Capital Appreciation Y [13.34%]
Hartford Total Return Bond Y [10.15%]
Hartford Strategic Income Y [6.21%]
Hartford Inflation Plus Y [5.64%]
Hartford Select SmallCap Value Y [4.64%]
Hartford Intl Small Company Y [4.58%]
Hartford Intl Opportunities Y [4.24%]
Hartford Growth Y [4.05%]
Hartford High Yield Y [3.07%]

31-Jul-09

Hartford Value Y [16.6%]
Hartford Capital Appreciation Y [13.91%]
Hartford Total Return Bond Y [9.26%]
Hartford Strategic Income Y [6.49%]
Hartford Inflation Plus Y [5.93%]
Hartford Select SmallCap Value Y [4.77%]
Hartford Intl Small Company Y [4.66%]
Hartford Intl Opportunities Y [4.4%]
Hartford Growth Y [4.2%]
Hartford High Yield Y [3.2%]

Click here for Stock Holding Change Map in Hartford Target Retirement 2020 R3 Fund (HTWRX)

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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.