MyPlanIQ 401k Investor THE HARTFORD INVESTMENT AND SAVINGS PLAN

THE HARTFORD INVESTMENT AND SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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THE HARTFORD INVESTMENT AND SAVINGS PLAN
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Target Retirement 2025 Fund Vanguard Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Target Retirement 2045 Fund Vanguard Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
FIXED INCOME
Intermediate-Term Bond HIABX Hartford Series Fund Inc. Bond HLS Fund Class IA shares
High Yield Bond HIAYX Hartford Series Fund Inc. High Yield HLS Fund Class IA shares
US EQUITY
Mid-Cap Growth HIMCX Hartford Series Fund Inc. MidCap HLS Fund Class IA shares
LARGE VALUE HIADX Hartford Series Fund Inc. Dividend and Growth HLS Fund Class IA shares
Small Growth HIASX Hartford Series Fund, Inc. Global Growth HLS Fund, Class IA shares
Total Available Funds: 25
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 VTTVX Target Retirement 2025 Fund Vanguard Vanguard Target Retirement 2025 Fund
Target Date 2041-2045 VTIVX Target Retirement 2045 Fund Vanguard Vanguard Target Retirement 2045 Fund
Retirement Income VTINX Vanguard Target Retirement Income Fund
Target Date 2031-2035 VTTHX Target Retirement 2035 Fund Vanguard Vanguard Target Retirement 2035 Fund
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Fund
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund, Fund
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund
ROOT CASH State Street Bank and Trust State Street Cash Fund — STIF
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund
ROOT CASH Money market substitute
Target Date 2011-2015 VTXVX Target Retirement 2015 Fund Vanguard Vanguard Target Retirement 2015 Fund
Target Date 2000-2010 VTOVX Target Retirement 2005 Fund Vanguard Vanguard Target Retirement 2005 Fund
ROOT CASH Hartford Series Fund Inc. Money Market HLS Fund Class IA shares
ROOT CASH State Street Cash Fund — STIF
FIXED INCOME
Intermediate-Term Bond HIABX Hartford Series Fund Inc. Bond HLS Fund Class IA shares
High Yield Bond HIAYX Hartford Series Fund Inc. High Yield HLS Fund Class IA shares
US EQUITY
Mid-Cap Growth HIMCX Hartford Series Fund Inc. MidCap HLS Fund Class IA shares
LARGE VALUE HIADX Hartford Series Fund Inc. Dividend and Growth HLS Fund Class IA shares
Small Growth HIASX Hartford Series Fund, Inc. Global Growth HLS Fund, Class IA shares
Small Growth HIASX Hartford Series Fund Inc. Small Company HLS Fund Class IA shares
SMALL BLEND RSPYX RS Partners Y Fund
LARGE BLEND HIACX Hartford Series Fund Inc. Capital Appreciation HLS Fund Class IA shares
LARGE GROWTH HAGOX Hartford Series Fund Inc. International Opportunities HLS Fund Class IA shares
LARGE BLEND HIAIX The Hartford Index Fund
Total Available Funds: 25
  • 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
Others
Target Date 2021-2025 VTTVX Target Retirement 2025 Fund Vanguard Vanguard Target Retirement 2025 Fund 97% 3 60 0 0.08% 0%
Target Date 2041-2045 VTIVX Target Retirement 2045 Fund Vanguard Vanguard Target Retirement 2045 Fund 97% 3 60 0 0.08% 2.47%
Retirement Income VTINX Vanguard Target Retirement Income Fund 97% 3 60 0 0.08% 1.5%
Target Date 2031-2035 VTTHX Target Retirement 2035 Fund Vanguard Vanguard Target Retirement 2035 Fund 96% 3 60 0 0.08% 0%
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 Fund 75% 3 60 0 0.08% 2.36%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund, Fund 70% 3 60 0 0.08% 3.79%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 Fund 69% 3 60 0 0.08% 2.82%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund 66% 3 60 0 0.08% 9.11%
ROOT CASH State Street Bank and Trust State Street Cash Fund — STIF 0% 1 60 0 NA 5.5%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 Fund 0% 3 60 0 0.17% 7.48%
ROOT CASH Money market substitute 0% 1 60 0 NA 5.5%
Target Date 2011-2015 VTXVX Target Retirement 2015 Fund Vanguard Vanguard Target Retirement 2015 Fund 0% 3 60 0 0.08% 14.95%
Target Date 2000-2010 VTOVX Target Retirement 2005 Fund Vanguard Vanguard Target Retirement 2005 Fund 0% 3 60 0 NA 2.94%
ROOT CASH Hartford Series Fund Inc. Money Market HLS Fund Class IA shares 0% 1 60 0 NA 5.5%
ROOT CASH State Street Cash Fund — STIF 0% 1 60 0 NA 5.5%
FIXED INCOME
Intermediate-Term Bond HIABX Hartford Series Fund Inc. Bond HLS Fund Class IA shares 77% 3 60 0 0.5% 3.73%
High Yield Bond HIAYX Hartford Series Fund Inc. High Yield HLS Fund Class IA shares 0% 3 60 0 0.6% 6.52%
US EQUITY
Mid-Cap Growth HIMCX Hartford Series Fund Inc. MidCap HLS Fund Class IA shares 91% 3 60 0 0.97% 0%
LARGE VALUE HIADX Hartford Series Fund Inc. Dividend and Growth HLS Fund Class IA shares 90% 3 60 0 0.9% 1.95%
Small Growth HIASX Hartford Series Fund, Inc. Global Growth HLS Fund, Class IA shares 88% 3 60 0 1.04% 0%
Small Growth HIASX Hartford Series Fund Inc. Small Company HLS Fund Class IA shares 88% 3 60 0 1.04% 0%
SMALL BLEND RSPYX RS Partners Y Fund 56% 3 60 0 1.12% 0.78%
LARGE BLEND HIACX Hartford Series Fund Inc. Capital Appreciation HLS Fund Class IA shares 4% 3 60 0 0.92% 0.84%
LARGE GROWTH HAGOX Hartford Series Fund Inc. International Opportunities HLS Fund Class IA shares 0% 3 60 0 0.65% 8.24%
LARGE BLEND HIAIX The Hartford Index Fund 0% 3 60 0 0.33% 0%
Average Expense Ratio: 0.42%
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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 0.1% 2.9% 2.0% 5.1% 4.2% 3.7%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.0% 9.4% 2.6% 3.4% 3.7% 4.9%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.8% 8.1% 3.3% 7.0% 7.2% 8.1%

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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 for Portfolio Details or Follow -5.8% -10.8% 0.1% 3.6% 2.0% 4.0%

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*     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(Ticker:HIG)
The plan consists of 26 funds. It covers 2 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity and Fixed Income.

The Hartford Financial Services Group, Inc., through its subsidiaries, provides insurance and financial services in the United States and internationally. The company engages in life, and property and casualty insurance businesses.



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