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

Hartford Life Investment Company HARTFORD LEADERS SERIES III B SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 42
Asset Class Ticker Description Rating
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 Growth AIEVX Invesco VI International Growth I
WORLD STOCK MWEIX MFS VIT Global Equity I
Foreign Large Blend MRSIX MFS VIT Research International I
Others
Moderate Allocation MTRIX MFS VIT Total Return I
Conservative Allocation FKINX Franklin VIP Income Security 2
ROOT CASH Hartford Money Market HLS IA
FIXED INCOME
High Yield Bond MHIIX MFS VIT High Income I
Intermediate-Term Bond MRBIX MFS VIT Research Bond I
Multisector Bond FRSTX Franklin VIP Strategic Income 1
Total Available Funds: 42
Asset Class Ticker Description Rating
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 Growth AIEVX Invesco VI International Growth I
WORLD STOCK MWEIX MFS VIT Global Equity I
Foreign Large Blend MRSIX MFS VIT Research International I
WORLD STOCK TEDIX Franklin VIP Mutual Global Discovery 2
Foreign Large Value TEMFX Franklin VIP Foreign Security 2
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
Conservative Allocation FKINX Franklin VIP Income Security 2
ROOT CASH Hartford Money Market HLS IA
Moderate Allocation HVABX American Funds Insur Asset Allocation 2
FIXED INCOME
High Yield Bond MHIIX MFS VIT High Income I
Intermediate-Term Bond MRBIX MFS VIT Research Bond I
Multisector Bond FRSTX Franklin VIP Strategic Income 1
Intermediate Government AGOVX Invesco VI Govertnment Security I
Intermediate-Term Bond ABNDX American Funds Insur Bond 2
US EQUITY
LARGE VALUE MEIIX MFS VIT Value I
LARGE GROWTH MFEIX MFS VIT Growth I
LARGE BLEND MITIX MFS VIT Inv Trust I
Small Growth MNDIX MFS VIT New Discovery I
LARGE BLEND MRFIX MFS VIT Research I
LARGE GROWTH MGTIX MFS VIT Inv Growth I
LARGE BLEND CHTRX Invesco VI Core Plus Equity I
LARGE GROWTH FKGRX Franklin VIP Large Capital Growth 2
LARGE GROWTH FKGRX Franklin VIP Growth 2
LARGE VALUE TESIX Franklin VIP Mut Shares 2
LARGE GROWTH AGTHX American Funds Insur Growth 2
SMALL BLEND SMEAX Invesco VI Small Cap Equity I
Mid-Cap Growth OTCAX MFS VIT Mid Cap Growth I
LARGE BLEND FRDPX Franklin VIP Rising Dividend 2
MID-CAP BLEND GTAGX Invesco VI Mid Cap Core I
LARGE GROWTH LCGAX Invesco VI Large Capital Growth I
LARGE GROWTH LCGAX Invesco VI Capital Appreciation I
LARGE BLEND GTVLX Invesco VI Basic Value I
Mid-Cap Growth FBSMX Franklin VIP Small-Mid Cap Growth 2
LARGE VALUE FLVAX Franklin VIP Large Capital Value 2
LARGE GROWTH FKCGX Franklin VIP Flexible Cap Growth 2
LARGE BLEND HVNBX American Funds Insur Growth-Income 2
LARGE BLEND HVCBX American Funds Insur Blue Chip Income & Growth 2
Total Available Funds: 42
  • 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 NEWFX American Funds Insur New World 2 54% 3 60 0 1.03% 2.5%
DIVERSIFIED EMERGING MKTS TEDMX Franklin VIP Developing Market 1 46% 3 60 0 1.63% 2.01%
INTERNATIONAL EQUITY
Foreign Large Growth AIEVX Invesco VI International Growth I 93% 3 60 0 1.27% 0.92%
WORLD STOCK MWEIX MFS VIT Global Equity I 90% 3 60 0 0.9% 0%
Foreign Large Blend MRSIX MFS VIT Research International I 89% 3 60 0 0.75% 0%
WORLD STOCK TEDIX Franklin VIP Mutual Global Discovery 2 58% 3 60 0 1.45% 1.75%
Foreign Large Value TEMFX Franklin VIP Foreign Security 2 55% 3 60 0 0.85% 1.01%
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%
Conservative Allocation FKINX Franklin VIP Income Security 2 51% 3 60 0 0.72% 5.56%
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%
FIXED INCOME
High Yield Bond MHIIX MFS VIT High Income I 87% 3 60 0 0.88% 6.07%
Intermediate-Term Bond MRBIX MFS VIT Research Bond I 79% 3 60 0 0.6% 4.25%
Multisector Bond FRSTX Franklin VIP Strategic Income 1 63% 3 60 0 0.52% 4.78%
Intermediate Government AGOVX Invesco VI Govertnment Security I 45% 3 60 0 0.54% 5.47%
Intermediate-Term Bond ABNDX American Funds Insur Bond 2 39% 3 60 0 0.33% 3.52%
US EQUITY
LARGE VALUE MEIIX MFS VIT Value I 91% 3 60 0 0.8% 8.54%
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%
Small Growth MNDIX MFS VIT New Discovery I 86% 3 60 0 1.29% 0%
LARGE BLEND MRFIX MFS VIT Research I 85% 3 60 0 0.79% 6.78%
LARGE GROWTH MGTIX MFS VIT Inv Growth I 79% 3 60 0 0.71% 0%
LARGE BLEND CHTRX Invesco VI Core Plus Equity I 58% 3 60 0 0.92% 0%
LARGE GROWTH FKGRX Franklin VIP Large Capital Growth 2 50% 3 60 0 0.46% 0%
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%
SMALL BLEND SMEAX Invesco VI Small Cap Equity I 39% 3 60 0 1.01% 0%
Mid-Cap Growth OTCAX MFS VIT Mid Cap Growth I 32% 3 60 0 0.78% 0%
LARGE BLEND FRDPX Franklin VIP Rising Dividend 2 26% 3 60 0 0.59% 0.95%
MID-CAP BLEND GTAGX Invesco VI Mid Cap Core I 0% 3 60 0 1.23% 0.32%
LARGE GROWTH LCGAX Invesco VI Large Capital Growth I 0% 3 60 0 1.25% 0.64%
LARGE GROWTH LCGAX Invesco VI Capital Appreciation I 0% 3 60 0 1.25% 0.64%
LARGE BLEND GTVLX Invesco VI Basic Value I 0% 3 60 0 NA NA
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 GROWTH FKCGX Franklin VIP Flexible Cap Growth 2 0% 3 60 0 0.98% 0%
LARGE BLEND HVNBX American Funds Insur Growth-Income 2 0% 3 60 0 0.81% 0%
LARGE BLEND HVCBX American Funds Insur Blue Chip Income & Growth 2 0% 3 60 0 0.99% 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 2.7% 11.2% 0.6% 3.3% 3.8% 6.5%

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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 42 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.


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