MyPlanIQ 401k Investor Putnam Hartford Capital Managers Series V

Putnam Hartford Capital Managers Series V

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK PEQUX Putnam VT Global Equity Fund
Foreign Large Blend POVSX Putnam VT International Equity Fund
Foreign Large Value PNGAX Putnam VT International Value Fund
Others
Moderate Allocation PABAX Putnam VT Global Asset Allocation Fund
Health PHSTX Putnam VT Global Health Care Fund
Moderate Allocation PGEOX Putnam VT George Putnam Balanced Fund
US EQUITY
LARGE VALUE PEYAX Putnam VT Equity Income Fund
LARGE GROWTH POGAX Putnam VT Growth Opportunities Fund
MID-CAP VALUE PMVAX Cap Putnam VT Multi-Value Fund
Total Available Funds: 23
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK PEQUX Putnam VT Global Equity Fund
Foreign Large Blend POVSX Putnam VT International Equity Fund
Foreign Large Value PNGAX Putnam VT International Value Fund
Foreign Large Growth PINOX Putnam VT International Growth Fund
Others
Moderate Allocation PABAX Putnam VT Global Asset Allocation Fund
Health PHSTX Putnam VT Global Health Care Fund
Moderate Allocation PGEOX Putnam VT George Putnam Balanced Fund
Industrials PGIAX Putnam VT Growth and Income Fund
Utilities PUGIX Putnam VT Global Utilities Fund
ROOT CASH Putnam VT Money Market Fund
US EQUITY
LARGE VALUE PEYAX Putnam VT Equity Income Fund
LARGE GROWTH POGAX Putnam VT Growth Opportunities Fund
MID-CAP VALUE PMVAX Cap Putnam VT Multi-Value Fund
LARGE BLEND PNRAX Putnam VT Research Fund
SMALL VALUE PSLAX Putnam VT Small Cap Value Fund
LARGE GROWTH PNOPX Putnam VT Multi-Cap Growth Fund
LARGE GROWTH PVOYX Putnam VT Voyager Fund
LARGE BLEND PINVX Putnam VT Investors Fund
SMALL BLEND PCOAX Putnam VT Capital Opportunities Fund
FIXED INCOME
Multisector Bond PDINX Putnam VT Diversified Income Fund
Intermediate-Term Bond PINCX Putnam VT Income Fund
High Yield Bond PHIGX Putnam VT High Yield Fund
Intermediate Government PAGVX Putnam VT American Government Income Fund
Total Available Funds: 23
  • 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
INTERNATIONAL EQUITY
WORLD STOCK PEQUX Putnam VT Global Equity Fund 42% 3 60 0 1.36% 1.08%
Foreign Large Blend POVSX Putnam VT International Equity Fund 37% 3 60 0 1.25% 1.96%
Foreign Large Value PNGAX Putnam VT International Value Fund 37% 3 60 0 1.88% 2.47%
Foreign Large Growth PINOX Putnam VT International Growth Fund 0% 3 60 0 1.37% 0.78%
Others
Moderate Allocation PABAX Putnam VT Global Asset Allocation Fund 40% 3 60 0 1.19% 3.53%
Health PHSTX Putnam VT Global Health Care Fund 37% 3 60 0 1.3% 5.68%
Moderate Allocation PGEOX Putnam VT George Putnam Balanced Fund 30% 3 60 0 1.69% 1.32%
Industrials PGIAX Putnam VT Growth and Income Fund 28% 3 60 0 1.13% 1.02%
Utilities PUGIX Putnam VT Global Utilities Fund 19% 3 60 0 1.28% 14.97%
ROOT CASH Putnam VT Money Market Fund 0% 3 60 0 NA 2.67%
US EQUITY
LARGE VALUE PEYAX Putnam VT Equity Income Fund 59% 3 60 0 1.14% 5.64%
LARGE GROWTH POGAX Putnam VT Growth Opportunities Fund 54% 3 60 0 1.67% 0.6%
MID-CAP VALUE PMVAX Cap Putnam VT Multi-Value Fund 54% 3 60 0 1% 0%
LARGE BLEND PNRAX Putnam VT Research Fund 40% 3 60 0 1.27% 0.33%
SMALL VALUE PSLAX Putnam VT Small Cap Value Fund 36% 3 60 0 0.76% 1.54%
LARGE GROWTH PNOPX Putnam VT Multi-Cap Growth Fund 30% 3 60 0 0.99% 3.36%
LARGE GROWTH PVOYX Putnam VT Voyager Fund 0% 3 60 0 1.17% 5.91%
LARGE BLEND PINVX Putnam VT Investors Fund 0% 3 60 0 1.18% 1.13%
SMALL BLEND PCOAX Putnam VT Capital Opportunities Fund 0% 3 60 0 1.28% 18.19%
FIXED INCOME
Multisector Bond PDINX Putnam VT Diversified Income Fund 47% 3 60 0 1.76% 6.54%
Intermediate-Term Bond PINCX Putnam VT Income Fund 45% 3 60 0 0.5% 7.17%
High Yield Bond PHIGX Putnam VT High Yield Fund 0% 3 60 0 1% 6.29%
Intermediate Government PAGVX Putnam VT American Government Income Fund 0% 3 60 0 0.85% 3.2%
Average Expense Ratio: 1.23%
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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 4.3% 12.0% 5.1% 7.5% 5.2% 7.6%

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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 to Create Model Portfolio

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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
The plan consists of 23 funds. It covers 3 major asset classes and 18 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

This plan was created based on the Investment Choices Table provided by the Hartford Investor website.



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