Hartford Target Retirement 2015 Y

The investment seeks to maximize total return and secondarily, capital preservation.
The fund seeks to achieve its goal by investing in a diversified combination of other Hartford Funds and may also invest in one or more unaffiliated money market funds as well as certain exchange-traded funds ("ETFs") and/or exchange-traded notes ("ETNs") through an asset allocation strategy implemented by the sub-adviser, Wellington Management Company, LLP. Wellington Management adjusts the fund's investments to achieve approximately 46% of assets in equity instruments and equity funds and approximately 54% of assets in fixed income instruments and fixed income funds.

Key stats

Management firm  Hartford Mutual Funds
Domicile  United States
Fund Administrator  Hartford Inv Financial Srvc, LLC
Global Branding Name  Hartford Investments
12 month yield  1.02%
Fund currency  USD
Launch Date  2013-02-28
ISIN  US41664R6633
SEDOL  B7K2R70
Manager 1 Name  Stephen Gorman
Manager 2 Name  Richard Wurster
Fund Strategy  Target Date 2011-2015
Benchmark  S&P 500 TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-03-31
Return - 1 Month  0.07%
Return - 2 Months  2.76 %
Return - 3 Months  1.21%
Return - 6 Months  5.22 %
Return - 9 months  9.51 %
Return - 12 Months  7.32%
Annualized return 24 months  0.00 %
Annualized return 36 months  0.00 %
Annualized return 48 months  0.00 %
Annualized return 60 months  0.00 %
Return 120 months  0.00 %
Annualized return since Inception  7.80%
Return YTD  1.21%

Ratings

Morning Star Rating Date   2014-03-31
Morning Star Rating - 36 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - 60 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - Overall  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating

Charges

Initial  0.00 %
Minimum Investment  $250,000
Maximum Managment Charge  0.15 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  Hartford Mutual Funds
Contact country  United States
Fund Admin Group  Hartford Mutual Funds
Web Address  www.hartfordfunds.com
Custodian  J.P. Morgan Chase Bank, N.A.

Price

Last Price Date  2014-04-10
Pre-tax nav  14.10
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $-0.11
Price change (percentage)  -0.77 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

© 2011 - Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed (save (i) as incidentally necessary in the course of viewing it on-line (ii) in the course of printing off single copies of web pages on which it appears for the use of those authorised to view it on-line), or adapted in any way (3) is not warranted to be accurate, complete or timely. This Morningstar-sourced information is provided to you by GFM Ltd and is at your own risk. You agree that Morningstar and or GFM Ltd are not responsible for any damages or losses arising from any use of this information and that the information must not be relied upon by you the user without appropriate verification. GFM Ltd informs you as follows: (i) The information provided should not form the sole basis of any investment decision (ii) no investment decision should be made in relation to any of the information provided other than on the advice of a professional financial advisor; (iii) past performance is no guarantee of future results; and (iv) the value and income derived from investments can go down as well as up.
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Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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