MyPlanIQ 401k Investor Hartford Life Investment Company PUTNAM HARTFORD CAPITAL MANAGER EDGE B SHARES

Hartford Life Investment Company PUTNAM HARTFORD CAPITAL MANAGER EDGE B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK PEQUX Putnam VT Global Equity IA
Foreign Large Blend POVSX Putnam VT International Equity IA
Foreign Large Value PNGAX Putnam VT International Value IA
Others
Moderate Allocation PABAX Putnam VT Global Asset Allocation IA
Health PHSTX Putnam VT Global Health IA
Moderate Allocation PGEOX Putnam VT George Putnam IA
US EQUITY
SMALL VALUE PSLAX Putnam VT Small Cap Value IA
LARGE GROWTH PNOPX Putnam VT Multi-Cap Growth IA
LARGE GROWTH PVOYX Putnam VT Voyager IA
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK PEQUX Putnam VT Global Equity IA
Foreign Large Blend POVSX Putnam VT International Equity IA
Foreign Large Value PNGAX Putnam VT International Value IA
Foreign Large Growth PINOX Putnam VT International Growth IA
Others
Moderate Allocation PABAX Putnam VT Global Asset Allocation IA
Health PHSTX Putnam VT Global Health IA
Moderate Allocation PGEOX Putnam VT George Putnam IA
Utilities PUGIX Putnam VT Global Utility IA
ROOT CASH Putnam VT Money Market IA
US EQUITY
SMALL VALUE PSLAX Putnam VT Small Cap Value IA
LARGE GROWTH PNOPX Putnam VT Multi-Cap Growth IA
LARGE GROWTH PVOYX Putnam VT Voyager IA
LARGE BLEND PINVX Putnam VT Research IA
LARGE BLEND PINVX Putnam VT Investors IA
LARGE VALUE PGRWX Putnam VT Growth & Income IA
FIXED INCOME
Multisector Bond PDINX Putnam VT Dicversified Income IA
Intermediate-Term Bond PINCX Putnam VT Income IA
High Yield Bond PHIGX Putnam VT High Yield IA
Total Available Funds: 18
  • 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 IA 42% 3 60 0 1.36% 2.4%
Foreign Large Blend POVSX Putnam VT International Equity IA 37% 3 60 0 1.25% 0%
Foreign Large Value PNGAX Putnam VT International Value IA 37% 3 60 0 1.88% 1.41%
Foreign Large Growth PINOX Putnam VT International Growth IA 0% 3 60 0 1.37% 0%
Others
Moderate Allocation PABAX Putnam VT Global Asset Allocation IA 40% 3 60 0 1.19% 1.13%
Health PHSTX Putnam VT Global Health IA 37% 3 60 0 1.3% 7.36%
Moderate Allocation PGEOX Putnam VT George Putnam IA 30% 3 60 0 1.69% 1.11%
Utilities PUGIX Putnam VT Global Utility IA 19% 3 60 0 1.28% 1.78%
ROOT CASH Putnam VT Money Market IA 0% 3 60 0 NA 4.14%
US EQUITY
SMALL VALUE PSLAX Putnam VT Small Cap Value IA 36% 3 60 0 0.76% 1.25%
LARGE GROWTH PNOPX Putnam VT Multi-Cap Growth IA 30% 3 60 0 0.99% 2.99%
LARGE GROWTH PVOYX Putnam VT Voyager IA 0% 3 60 0 1.17% 0%
LARGE BLEND PINVX Putnam VT Research IA 0% 3 60 0 1.18% 0.97%
LARGE BLEND PINVX Putnam VT Investors IA 0% 3 60 0 1.18% 0.97%
LARGE VALUE PGRWX Putnam VT Growth & Income IA 0% 3 60 0 1.1% 2.16%
FIXED INCOME
Multisector Bond PDINX Putnam VT Dicversified Income IA 47% 3 60 0 1.76% 5.78%
Intermediate-Term Bond PINCX Putnam VT Income IA 45% 3 60 0 0.5% 8.6%
High Yield Bond PHIGX Putnam VT High Yield IA 0% 3 60 0 1% 1.92%
Average Expense Ratio: 1.24%
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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 0.3% -7.9% 2.1% 1.6% 7.5% 5.2%

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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 18 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.


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