MyPlanIQ 401k Investor Hartford Life Investment Company DIRECTOR B SHARES

Hartford Life Investment Company DIRECTOR B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend IHOAX Hartford International Opportunities HLS IA
WORLD STOCK HIALX Hartford Global Growth HLS IA
Others
Moderate Allocation HADAX Hartford Adv HLS IA
Health HIAHX Hartford Global Health HLS IA
ROOT CASH Hartford Money Market HLS IA
FIXED INCOME
Intermediate-Term Bond HIABX Hartford Total Return HLS IA
Intermediate Government HAUSX Hartford HLS US Government IA
High Yield Bond HIAYX Hartford High Yield HLS IA
US EQUITY
Mid-Cap Growth HIMCX Hartford Mid Cap HLS IA
LARGE VALUE HIADX Hartford Dividend & Growth HLS IA
Small Growth HIASX Hartford Small Company HLS IA
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend IHOAX Hartford International Opportunities HLS IA
WORLD STOCK HIALX Hartford Global Growth HLS IA
Others
Moderate Allocation HADAX Hartford Adv HLS IA
Health HIAHX Hartford Global Health HLS IA
ROOT CASH Hartford Money Market HLS IA
FIXED INCOME
Intermediate-Term Bond HIABX Hartford Total Return HLS IA
Intermediate Government HAUSX Hartford HLS US Government IA
High Yield Bond HIAYX Hartford High Yield HLS IA
US EQUITY
Mid-Cap Growth HIMCX Hartford Mid Cap HLS IA
LARGE VALUE HIADX Hartford Dividend & Growth HLS IA
Small Growth HIASX Hartford Small Company HLS IA
LARGE BLEND HIAGX Hartford Disciplined Equity HLS IA
Small Growth HISCX Hartford HLS Small Cap Growth IA
LARGE BLEND HSTAX Hartford Stock HLS IA
MID-CAP VALUE HMVAX Hartford Mid Cap Value HLS IA
LARGE GROWTH HGOAX Hartford HLS Growth Opportunities IA
LARGE BLEND HIACX Hartford Capital Appreciation HLS IA
LARGE VALUE HIAVX Hartford Value HLS IA
LARGE BLEND HIAIX Hartford Index HLS IA
LARGE GROWTH HGIAX Hartford Growth HLS IA
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 Blend IHOAX Hartford International Opportunities HLS IA 59% 3 60 0 0.79% 0.54%
WORLD STOCK HIALX Hartford Global Growth HLS IA 0% 3 60 0 0.8% 0.34%
Others
Moderate Allocation HADAX Hartford Adv HLS IA 75% 3 60 0 0.91% 1.74%
Health HIAHX Hartford Global Health HLS IA 61% 3 60 0 1.16% 0.44%
ROOT CASH Hartford Money Market HLS IA 0% 3 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond HIABX Hartford Total Return HLS IA 77% 3 60 0 0.5% 3.46%
Intermediate Government HAUSX Hartford HLS US Government IA 0% 3 60 0 0.52% 2.16%
High Yield Bond HIAYX Hartford High Yield HLS IA 0% 3 60 0 0.6% 2.06%
US EQUITY
Mid-Cap Growth HIMCX Hartford Mid Cap HLS IA 91% 3 60 0 0.97% 0.04%
LARGE VALUE HIADX Hartford Dividend & Growth HLS IA 90% 3 60 0 0.9% 10.88%
Small Growth HIASX Hartford Small Company HLS IA 88% 3 60 0 1.04% 0%
LARGE BLEND HIAGX Hartford Disciplined Equity HLS IA 86% 3 60 0 0.59% 1.45%
Small Growth HISCX Hartford HLS Small Cap Growth IA 74% 3 60 0 0.64% 0%
LARGE BLEND HSTAX Hartford Stock HLS IA 71% 3 60 0 0.51% 6.37%
MID-CAP VALUE HMVAX Hartford Mid Cap Value HLS IA 57% 3 60 0 0.77% 6.71%
LARGE GROWTH HGOAX Hartford HLS Growth Opportunities IA 51% 3 60 0 1.14% 0%
LARGE BLEND HIACX Hartford Capital Appreciation HLS IA 4% 3 60 0 0.92% 0.77%
LARGE VALUE HIAVX Hartford Value HLS IA 0% 3 60 0 0.72% 2.02%
LARGE BLEND HIAIX Hartford Index HLS IA 0% 3 60 0 0.33% 0%
LARGE GROWTH HGIAX Hartford Growth HLS IA 0% 3 60 0 0.82% 0.06%
Average Expense Ratio: 0.77%
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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 11.9% 14.8% 5.6% 7.7% 6.8% 5.0%

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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 13 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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