MyPlanIQ 401k Investor Hartford Life Investment Company PUTNAM HRTFRD CAPITAL MANAGER PLUS B SHARES

Hartford Life Investment Company PUTNAM HRTFRD CAPITAL MANAGER PLUS B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value PGNBX Putnam VT International Value IB
Foreign Large Blend POVBX Putnam VT International Equity IB
WORLD STOCK PEQBX Putnam VT Global Equity IB
Others
Moderate Allocation PGEBX Putnam VT George Putnam IB
Health PHSBX Putnam VT Global Health IB
Moderate Allocation PABBX Putnam VT Global Asset Allocation IB
US EQUITY
LARGE GROWTH POGBX Putnam VT Growth Opportunities IB
SMALL VALUE PSLBX Putnam VT Small Cap Value IB
LARGE GROWTH PNOPX Putnam VT Multi-Cap Growth IB
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value PGNBX Putnam VT International Value IB
Foreign Large Blend POVBX Putnam VT International Equity IB
WORLD STOCK PEQBX Putnam VT Global Equity IB
Foreign Large Growth PINWX Putnam VT International Growth IB
Others
Moderate Allocation PGEBX Putnam VT George Putnam IB
Health PHSBX Putnam VT Global Health IB
Moderate Allocation PABBX Putnam VT Global Asset Allocation IB
Utilities PUTBX Putnam VT Global Utility IB
ROOT CASH Putnam VT Money Market IB
US EQUITY
LARGE GROWTH POGBX Putnam VT Growth Opportunities IB
SMALL VALUE PSLBX Putnam VT Small Cap Value IB
LARGE GROWTH PNOPX Putnam VT Multi-Cap Growth IB
LARGE GROWTH PVOBX Putnam VT Voyager IB
LARGE BLEND PNVBX Putnam VT Research IB
LARGE BLEND PNVBX Putnam VT Investors IB
LARGE VALUE PGIBX Putnam VT Growth & Income IB
FIXED INCOME
Intermediate-Term Bond PNCBX Putnam VT Income IB
Multisector Bond PSIBX Putnam VT Dicversified Income IB
High Yield Bond PHBBX Putnam VT High Yield IB
Intermediate Government PAMBX Putnam VT American Government IB
Total Available Funds: 20
  • 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
Foreign Large Value PGNBX Putnam VT International Value IB 75% 3 60 0 1.88% 0.48%
Foreign Large Blend POVBX Putnam VT International Equity IB 53% 3 60 0 1.25% 0%
WORLD STOCK PEQBX Putnam VT Global Equity IB 15% 3 60 0 1.36% 1.87%
Foreign Large Growth PINWX Putnam VT International Growth IB 0% 3 60 0 2.12% 0%
Others
Moderate Allocation PGEBX Putnam VT George Putnam IB 81% 3 60 0 1.69% 0.36%
Health PHSBX Putnam VT Global Health IB 79% 3 60 0 1.3% 19.68%
Moderate Allocation PABBX Putnam VT Global Asset Allocation IB 60% 3 60 0 1.19% 0.53%
Utilities PUTBX Putnam VT Global Utility IB 17% 3 60 0 2.03% 1.03%
ROOT CASH Putnam VT Money Market IB 0% 3 60 0 NA 4.14%
US EQUITY
LARGE GROWTH POGBX Putnam VT Growth Opportunities IB 72% 3 60 0 1.67% 0.66%
SMALL VALUE PSLBX Putnam VT Small Cap Value IB 69% 3 60 0 0.76% 1%
LARGE GROWTH PNOPX Putnam VT Multi-Cap Growth IB 69% 3 60 0 0.99% 2.99%
LARGE GROWTH PVOBX Putnam VT Voyager IB 0% 3 60 0 1.92% 0%
LARGE BLEND PNVBX Putnam VT Research IB 0% 3 60 0 1.93% 0.34%
LARGE BLEND PNVBX Putnam VT Investors IB 0% 3 60 0 1.93% 0.34%
LARGE VALUE PGIBX Putnam VT Growth & Income IB 0% 3 60 0 1.85% 2.02%
FIXED INCOME
Intermediate-Term Bond PNCBX Putnam VT Income IB 7% 3 60 0 0.5% 7.98%
Multisector Bond PSIBX Putnam VT Dicversified Income IB 4% 3 60 0 1.76% 5.12%
High Yield Bond PHBBX Putnam VT High Yield IB 0% 3 60 0 1.75% 1.76%
Intermediate Government PAMBX Putnam VT American Government IB 0% 3 60 0 1.7% 1.83%
Average Expense Ratio: 1.54%
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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 1.9% 2.5% 2.0% 6.6% 4.4% 5.4%

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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 20 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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