MyPlanIQ 401k Investor Hartford Life Investment Company TAX SHELTERED ANNUITY B SHARES

Hartford Life Investment Company TAX SHELTERED ANNUITY B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend IHOAX Hartford International Opportunities HLS IA
Foreign Large Blend FAOAX Fidelity VIP Overseas Init
Others
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
Moderate Allocation HADAX Hartford Adv HLS IA
Moderate Allocation CSIFX Calvert VP SRI Balanced
FIXED INCOME
Intermediate-Term Bond HIABX Hartford Total Return HLS IA
US EQUITY
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
LARGE VALUE HIADX Hartford Dividend & Growth HLS IA
LARGE BLEND HSTAX Hartford Stock HLS IA
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend IHOAX Hartford International Opportunities HLS IA
Foreign Large Blend FAOAX Fidelity VIP Overseas Init
Others
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
Moderate Allocation HADAX Hartford Adv HLS IA
Moderate Allocation CSIFX Calvert VP SRI Balanced
ROOT CASH Hartford Money Market HLS IA
FIXED INCOME
Intermediate-Term Bond HIABX Hartford Total Return HLS IA
US EQUITY
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
LARGE VALUE HIADX Hartford Dividend & Growth HLS IA
LARGE BLEND HSTAX Hartford Stock HLS IA
LARGE GROWTH EPGAX Fidelity VIP Growth Init
Mid-Cap Growth AVCIX American Century VP Capital Appreciation I
LARGE BLEND HIACX Hartford Capital Appreciation HLS IA
LARGE BLEND HIAIX Hartford Index HLS IA
Total Available Funds: 14
  • 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%
Foreign Large Blend FAOAX Fidelity VIP Overseas Init 46% 3 60 0 2.16% 0.69%
Others
Moderate Allocation FASMX Fidelity V5 Asset Manager Init 76% 3 60 0 0.92% 2.14%
Moderate Allocation HADAX Hartford Adv HLS IA 75% 3 60 0 0.91% 1.74%
Moderate Allocation CSIFX Calvert VP SRI Balanced 32% 3 60 0 1.67% 3.21%
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%
US EQUITY
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init 96% 3 60 0 0.55% 4.32%
LARGE VALUE HIADX Hartford Dividend & Growth HLS IA 90% 3 60 0 0.9% 10.88%
LARGE BLEND HSTAX Hartford Stock HLS IA 71% 3 60 0 0.51% 6.37%
LARGE GROWTH EPGAX Fidelity VIP Growth Init 31% 3 60 0 0.72% 1.7%
Mid-Cap Growth AVCIX American Century VP Capital Appreciation I 25% 3 60 0 NA 0.13%
LARGE BLEND HIACX Hartford Capital Appreciation HLS IA 4% 3 60 0 0.92% 0.77%
LARGE BLEND HIAIX Hartford Index HLS IA 0% 3 60 0 0.33% 0%
Average Expense Ratio: 0.91%
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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 4.7% 15.9% 3.8% 7.4% 5.7% 7.2%

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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 14 funds. It covers 3 major asset classes and 7 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.


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