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

Hartford Life Investment Company HARTFORD LEADERS SERIES I & IR B SHARES

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Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate FAGRX Franklin VIP Global Real Estate 2
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX American Funds Insur New World 2
DIVERSIFIED EMERGING MKTS TEDMX Franklin VIP Developing Market 1
INTERNATIONAL EQUITY
Foreign Large Value TEMFX Franklin VIP Foreign Security 2
WORLD STOCK MWEIX MFS VIT Global Equity I
Foreign Large Blend HVTBX American Funds Insur International 2
Others
Moderate Allocation MTRIX MFS VIT Total Return I
ROOT CASH Hartford Money Market HLS IA
Moderate Allocation HVABX American Funds Insur Asset Allocation 2
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate FAGRX Franklin VIP Global Real Estate 2
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX American Funds Insur New World 2
DIVERSIFIED EMERGING MKTS TEDMX Franklin VIP Developing Market 1
INTERNATIONAL EQUITY
Foreign Large Value TEMFX Franklin VIP Foreign Security 2
WORLD STOCK MWEIX MFS VIT Global Equity I
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
ROOT CASH Hartford Money Market HLS IA
Moderate Allocation HVABX American Funds Insur Asset Allocation 2
US EQUITY
LARGE GROWTH MFEIX MFS VIT Growth I
LARGE GROWTH MGTIX MFS VIT Inv Growth I
LARGE BLEND MRGRX MFS VIT Core Plus Equity I
Mid-Cap Growth OTCAX MFS VIT Mid Cap Growth I
LARGE BLEND MITIX MFS VIT Inv Trust I
LARGE GROWTH AGTHX American Funds Insur Growth 2
LARGE GROWTH FKGRX Franklin VIP Growth 2
Small Growth MNDIX MFS VIT New Discovery I
LARGE VALUE TESIX Franklin VIP Mut Shares 2
LARGE GROWTH LCGAX Invesco VI Large Capital Growth I
Mid-Cap Growth FBSMX Franklin VIP Small-Mid Cap Growth 2
LARGE VALUE FLVAX Franklin VIP Large Capital Value 2
LARGE BLEND HVNBX American Funds Insur Growth-Income 2
FIXED INCOME
Intermediate-Term Bond ABNDX American Funds Insur Bond 2
High Yield Bond MHIIX MFS VIT High Income I
Multisector Bond FRSTX Franklin VIP Strategic Income 1
Total Available Funds: 27
  • 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
REAL ESTATE
Global Real Estate FAGRX Franklin VIP Global Real Estate 2 0% 3 60 0 NA 1.03%
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX American Funds Insur New World 2 91% 3 60 0 1.03% 2.5%
DIVERSIFIED EMERGING MKTS TEDMX Franklin VIP Developing Market 1 45% 3 60 0 1.63% 2.01%
INTERNATIONAL EQUITY
Foreign Large Value TEMFX Franklin VIP Foreign Security 2 45% 3 60 0 0.85% 1.01%
WORLD STOCK MWEIX MFS VIT Global Equity I 28% 3 60 0 0.9% 0%
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 58% 3 60 0 0.39% 2.76%
ROOT CASH Hartford Money Market HLS IA 0% 3 60 0 NA 4.14%
Moderate Allocation HVABX American Funds Insur Asset Allocation 2 0% 3 60 0 0.86% 0%
US EQUITY
LARGE GROWTH MFEIX MFS VIT Growth I 70% 3 60 0 0.5% 0.25%
LARGE GROWTH MGTIX MFS VIT Inv Growth I 62% 3 60 0 0.71% 0%
LARGE BLEND MRGRX MFS VIT Core Plus Equity I 61% 3 60 0 0.91% 0.68%
Mid-Cap Growth OTCAX MFS VIT Mid Cap Growth I 58% 3 60 0 0.78% 0%
LARGE BLEND MITIX MFS VIT Inv Trust I 55% 3 60 0 0.7% 1.02%
LARGE GROWTH AGTHX American Funds Insur Growth 2 49% 3 60 0 0.3% 0%
LARGE GROWTH FKGRX Franklin VIP Growth 2 38% 3 60 0 0.46% 0%
Small Growth MNDIX MFS VIT New Discovery I 34% 3 60 0 1.29% 0%
LARGE VALUE TESIX Franklin VIP Mut Shares 2 12% 3 60 0 1.25% 3.09%
LARGE GROWTH LCGAX Invesco VI Large Capital Growth I 0% 3 60 0 1.25% 0.64%
Mid-Cap Growth FBSMX Franklin VIP Small-Mid Cap Growth 2 0% 3 60 0 1.75% 10.29%
LARGE VALUE FLVAX Franklin VIP Large Capital Value 2 0% 3 60 0 1.4% 0.99%
LARGE BLEND HVNBX American Funds Insur Growth-Income 2 0% 3 60 0 0.81% 0%
FIXED INCOME
Intermediate-Term Bond ABNDX American Funds Insur Bond 2 59% 3 60 0 0.33% 3.52%
High Yield Bond MHIIX MFS VIT High Income I 44% 3 60 0 0.88% 6.07%
Multisector Bond FRSTX Franklin VIP Strategic Income 1 38% 3 60 0 0.52% 4.78%
Average Expense Ratio: 0.92%
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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 2.4% 11.3% -0.6% 4.9% 5.0% 7.3%

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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 27 funds. It covers 5 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity and REITs.


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