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

Hartford Life Investment Company HARTFORD SELECT LEADERS SERIES I B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TEDMX Franklin VIP Developing Market 1
DIVERSIFIED EMERGING MKTS UEMEX UIF Emerging Market Equity I
INTERNATIONAL EQUITY
WORLD STOCK UTLAX Morgan Stanley Select Dim Global In Y
Foreign Large Blend HVTBX American Funds Insur International 2
WORLD STOCK HVSBX American Funds Insur Global Small Cap 2
Others
Moderate Allocation MTRIX MFS VIT Total Return I
Moderate Allocation MBAAX Morgan Stanley Select Dim Balanced Y
ROOT CASH Morgan Stanley Select Dim Money Market Y
FIXED INCOME
Multisector Bond FRSTX Franklin VIP Strategic Income 1
Multisector Bond DINAX Morgan Stanley Select Dim Flexible In Y
Emerging Markets Bond UEMDX UIF Emerging Market Debt I
Total Available Funds: 28
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS TEDMX Franklin VIP Developing Market 1
DIVERSIFIED EMERGING MKTS UEMEX UIF Emerging Market Equity I
INTERNATIONAL EQUITY
WORLD STOCK UTLAX Morgan Stanley Select Dim Global In Y
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
Moderate Allocation MBAAX Morgan Stanley Select Dim Balanced Y
ROOT CASH Morgan Stanley Select Dim Money Market Y
Miscellaneous – Income and Real Property MGBEX MFS VIT Inv Growth I
FIXED INCOME
Multisector Bond FRSTX Franklin VIP Strategic Income 1
Multisector Bond DINAX Morgan Stanley Select Dim Flexible In Y
Emerging Markets Bond UEMDX UIF Emerging Market Debt I
Intermediate-Term Bond UFIPX UIF Core Plus Plus Fxd Income I
US EQUITY
LARGE BLEND VFINX Morgan Stanley Select Dim Equity-Weighted Y
LARGE GROWTH MFEIX MFS VIT Growth I
LARGE BLEND MITIX MFS VIT Inv Trust I
LARGE BLEND MRGRX MFS VIT Core Plus Equity I
LARGE GROWTH CPOAX Morgan Stanley Select Dim Cap Opportunities Y
LARGE GROWTH MSEGX Morgan Stanley Select Dim Capital Growth Y
LARGE VALUE ACGIX Van Kampen LIT Growth & Income 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 DGRAX Morgan Stanley Select Dim Mid Cap Growth Y
LARGE GROWTH AMOAX Morgan Stanley Select Dim Focus Growth Y
Mid-Cap Growth FBSMX Franklin VIP Small-Mid Cap Growth 2
LARGE BLEND HVNBX American Funds Insur Growth-Income 2
Total Available Funds: 28
  • 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 TEDMX Franklin VIP Developing Market 1 46% 3 60 0 1.63% 2.01%
DIVERSIFIED EMERGING MKTS UEMEX UIF Emerging Market Equity I 0% 3 60 0 NA 0%
INTERNATIONAL EQUITY
WORLD STOCK UTLAX Morgan Stanley Select Dim Global In Y 0% 3 60 0 1.14% 8.45%
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%
Moderate Allocation MBAAX Morgan Stanley Select Dim Balanced Y 64% 3 60 0 0.72% 0%
ROOT CASH Morgan Stanley Select Dim Money Market Y 0% 3 60 0 NA 4.14%
Miscellaneous – Income and Real Property MGBEX MFS VIT Inv Growth I 0% 3 60 0 NA NA
FIXED INCOME
Multisector Bond FRSTX Franklin VIP Strategic Income 1 63% 3 60 0 0.52% 4.78%
Multisector Bond DINAX Morgan Stanley Select Dim Flexible In Y 48% 3 60 0 1.14% 6.26%
Emerging Markets Bond UEMDX UIF Emerging Market Debt I 0% 3 60 0 NA 0%
Intermediate-Term Bond UFIPX UIF Core Plus Plus Fxd Income I 0% 3 60 0 NA 0%
US EQUITY
LARGE BLEND VFINX Morgan Stanley Select Dim Equity-Weighted Y 98% 3 60 0 0.14% 1.27%
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%
LARGE BLEND MRGRX MFS VIT Core Plus Equity I 86% 3 60 0 0.91% 0.68%
LARGE GROWTH CPOAX Morgan Stanley Select Dim Cap Opportunities Y 60% 3 60 0 1.15% 0%
LARGE GROWTH MSEGX Morgan Stanley Select Dim Capital Growth Y 57% 3 60 0 0.49% 0%
LARGE VALUE ACGIX Van Kampen LIT Growth & Income 2 55% 3 60 0 0.53% 1.34%
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 DGRAX Morgan Stanley Select Dim Mid Cap Growth Y 0% 3 60 0 0.97% 0%
LARGE GROWTH AMOAX Morgan Stanley Select Dim Focus Growth Y 0% 3 60 0 0.96% 0%
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%
Average Expense Ratio: 0.87%
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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 3.9% 13.9% -0.8% 5.8% 5.7% 8.0%

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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 31 funds. It covers 4 major asset classes and 12 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Emerging Market Equity and Fixed Income.

This plan also represents Hartford Life Investment Company NATIONS VARIABLE ANNUITY SERIES II B SHARES，



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