MyPlanIQ 401k Investor Hartford Life Investment Company HARTFORD LEADERS SERIES II B SHARES

Hartford Life Investment Company HARTFORD LEADERS SERIES II B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX American Funds Insur New World 2
DIVERSIFIED EMERGING MKTS TEDMX Franklin VIP Developing Market 1
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco VI International Growth I
WORLD STOCK MWEIX MFS VIT Global Equity I
WORLD STOCK TEDIX Franklin VIP Mutual Global Discovery 2
Others
Moderate Allocation MTRIX MFS VIT Total Return I
Conservative Allocation FKINX Franklin VIP Income Security 2
ROOT CASH Hartford Money Market HLS IA
FIXED INCOME
High Yield Bond MHIIX MFS VIT High Income I
Multisector Bond FRSTX Franklin VIP Strategic Income 1
Intermediate Government AGOVX Invesco VI Govertnment Security I
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX American Funds Insur New World 2
DIVERSIFIED EMERGING MKTS TEDMX Franklin VIP Developing Market 1
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco VI International Growth I
WORLD STOCK MWEIX MFS VIT Global Equity I
WORLD STOCK TEDIX Franklin VIP Mutual Global Discovery 2
Foreign Large Value TEMFX Franklin VIP Foreign Security 2
Foreign Large Blend HVTBX American Funds Insur International 2
WORLD STOCK HVSBX American Funds Insur Global Small Cap 2
WORLD STOCK HVLBX American Funds Insur Global Growth 2
Others
Moderate Allocation MTRIX MFS VIT Total Return I
Conservative Allocation FKINX Franklin VIP Income Security 2
ROOT CASH Hartford Money Market HLS IA
Moderate Allocation HVABX American Funds Insur Asset Allocation 2
FIXED INCOME
High Yield Bond MHIIX MFS VIT High Income I
Multisector Bond FRSTX Franklin VIP Strategic Income 1
Intermediate Government AGOVX Invesco VI Govertnment Security I
Intermediate-Term Bond ABNDX American Funds Insur Bond 2
US EQUITY
LARGE VALUE MEIIX MFS VIT Value I
LARGE GROWTH MFEIX MFS VIT Growth I
LARGE BLEND MITIX MFS VIT Inv Trust I
Small Growth MNDIX MFS VIT New Discovery I
LARGE BLEND MRGRX MFS VIT Core Plus Equity I
LARGE GROWTH MGTIX MFS VIT Inv Growth I
LARGE GROWTH FKGRX Franklin VIP Large Capital Growth 2
LARGE GROWTH FKGRX Franklin VIP Growth 2
LARGE VALUE TESIX Franklin VIP Mut Shares 2
LARGE GROWTH AGTHX American Funds Insur Growth 2
Mid-Cap Growth OTCAX MFS VIT Mid Cap Growth I
LARGE BLEND FRDPX Franklin VIP Rising Dividend 2
MID-CAP BLEND GTAGX Invesco VI Mid Cap Core I
LARGE GROWTH LCGAX Invesco VI Large Capital Growth I
LARGE GROWTH LCGAX Invesco VI Capital Appreciation I
LARGE BLEND GTVLX Invesco VI Basic Value I
Mid-Cap Growth FBSMX Franklin VIP Small-Mid Cap Growth 2
LARGE BLEND HVNBX American Funds Insur Growth-Income 2
LARGE BLEND HVCBX American Funds Insur Blue Chip Income & Growth 2
Total Available Funds: 36
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX American Funds Insur New World 2 54% 3 60 0 1.03% 2.5%
DIVERSIFIED EMERGING MKTS TEDMX Franklin VIP Developing Market 1 46% 3 60 0 1.63% 2.01%
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco VI International Growth I 93% 3 60 0 1.27% 0.92%
WORLD STOCK MWEIX MFS VIT Global Equity I 90% 3 60 0 0.9% 0%
WORLD STOCK TEDIX Franklin VIP Mutual Global Discovery 2 58% 3 60 0 1.45% 1.75%
Foreign Large Value TEMFX Franklin VIP Foreign Security 2 55% 3 60 0 0.85% 1.01%
Foreign Large Blend HVTBX American Funds Insur International 2 0% 3 60 0 1.07% 0%
WORLD STOCK HVSBX American Funds Insur Global Small Cap 2 0% 3 60 0 1.3% 0%
WORLD STOCK HVLBX American Funds Insur Global Growth 2 0% 3 60 0 1.12% 0%
Others
Moderate Allocation MTRIX MFS VIT Total Return I 83% 3 60 0 0.39% 2.76%
Conservative Allocation FKINX Franklin VIP Income Security 2 51% 3 60 0 0.72% 5.56%
ROOT CASH Hartford Money Market HLS IA 0% 3 60 0 NA 4.14%
Moderate Allocation HVABX American Funds Insur Asset Allocation 2 0% 3 60 0 0.86% 0%
FIXED INCOME
High Yield Bond MHIIX MFS VIT High Income I 87% 3 60 0 0.88% 6.07%
Multisector Bond FRSTX Franklin VIP Strategic Income 1 63% 3 60 0 0.52% 4.78%
Intermediate Government AGOVX Invesco VI Govertnment Security I 46% 3 60 0 0.54% 5.47%
Intermediate-Term Bond ABNDX American Funds Insur Bond 2 39% 3 60 0 0.33% 3.52%
US EQUITY
LARGE VALUE MEIIX MFS VIT Value I 91% 3 60 0 0.8% 8.54%
LARGE GROWTH MFEIX MFS VIT Growth I 90% 3 60 0 0.5% 0.25%
LARGE BLEND MITIX MFS VIT Inv Trust I 87% 3 60 0 0.7% 1.02%
Small Growth MNDIX MFS VIT New Discovery I 87% 3 60 0 1.29% 0%
LARGE BLEND MRGRX MFS VIT Core Plus Equity I 86% 3 60 0 0.91% 0.68%
LARGE GROWTH MGTIX MFS VIT Inv Growth I 79% 3 60 0 0.71% 0%
LARGE GROWTH FKGRX Franklin VIP Large Capital Growth 2 50% 3 60 0 0.46% 0%
LARGE GROWTH FKGRX Franklin VIP Growth 2 50% 3 60 0 0.46% 0%
LARGE VALUE TESIX Franklin VIP Mut Shares 2 45% 3 60 0 1.25% 3.09%
LARGE GROWTH AGTHX American Funds Insur Growth 2 41% 3 60 0 0.3% 0%
Mid-Cap Growth OTCAX MFS VIT Mid Cap Growth I 32% 3 60 0 0.78% 0%
LARGE BLEND FRDPX Franklin VIP Rising Dividend 2 26% 3 60 0 0.59% 0.95%
MID-CAP BLEND GTAGX Invesco VI Mid Cap Core I 0% 3 60 0 1.23% 0.32%
LARGE GROWTH LCGAX Invesco VI Large Capital Growth I 0% 3 60 0 1.25% 0.64%
LARGE GROWTH LCGAX Invesco VI Capital Appreciation I 0% 3 60 0 1.25% 0.64%
LARGE BLEND GTVLX Invesco VI Basic Value I 0% 3 60 0 NA NA
Mid-Cap Growth FBSMX Franklin VIP Small-Mid Cap Growth 2 0% 3 60 0 1.75% 10.29%
LARGE BLEND HVNBX American Funds Insur Growth-Income 2 0% 3 60 0 0.81% 0%
LARGE BLEND HVCBX American Funds Insur Blue Chip Income & Growth 2 0% 3 60 0 0.99% 0%
Average Expense Ratio: 0.91%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click for Portfolio Details or Follow 4.5% 16.0% 3.1% 5.1% 4.7% 7.0%

Sign up or Login first to get rebalance emails for this portfolio

Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 36 funds. It covers 4 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.

This plan also represents Hartford Life Investment Company HARTFORD LEADERS ACCESS SRS I & IR, Hartford Life Investment Company HARTFORD LEADERS PLUS SERIES II B SHARES, Hartford Life Investment Company HARTFORD LEADERS OUTLOOK SERIES II L SHARES, Hartford Life Investment Company HARTFORD LEADERS EDGE SERIES II A SHARES。



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.