Select Page

Putnam Hartford Capital Managers Series V
Investment Model Portfolios

This plan was created based on the Investment Choices Table provided by the Hartford Investor website.

Investment options of Putnam Hartford Capital Managers Series V

Total Available Funds: 23
Asset Class Ticker Description
FIXED INCOME
Intermediate Government PAGVX Putnam VT American Government Income Fund
Multisector Bond PDINX Putnam VT Diversified Income Fund
High Yield Bond PHIGX Putnam VT High Yield Fund
Intermediate-Term Bond PINCX Putnam VT Income Fund
US EQUITY
SMALL BLEND PCOAX Putnam VT Capital Opportunities Fund
LARGE VALUE PEYAX Putnam VT Equity Income Fund
LARGE GROWTH POGAX Putnam VT Growth Opportunities Fund
LARGE BLEND PINVX Putnam VT Investors Fund
LARGE GROWTH PNOPX Putnam VT Multi-Cap Growth Fund
MID-CAP VALUE PMVAX Cap Putnam VT Multi-Value Fund
LARGE BLEND PNRAX Putnam VT Research Fund
SMALL VALUE PSLAX Putnam VT Small Cap Value Fund
LARGE GROWTH PVOYX Putnam VT Voyager Fund
Others
Moderate Allocation PGEOX Putnam VT George Putnam Balanced Fund
Moderate Allocation PABAX Putnam VT Global Asset Allocation Fund
Health PHSTX Putnam VT Global Health Care Fund
Utilities PUGIX Putnam VT Global Utilities Fund
Industrials PGIAX Putnam VT Growth and Income Fund
ROOT CASH Putnam VT Money Market Fund
INTERNATIONAL EQUITY
WORLD STOCK PEQUX Putnam VT Global Equity Fund
Foreign Large Blend POVSX Putnam VT International Equity Fund
Foreign Large Growth PINOX Putnam VT International Growth Fund
Foreign Large Value PNGAX Putnam VT International Value Fund

Investment model portfolios

We provide two types of investment model portfolios for Putnam Hartford Capital Managers Series V participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Putnam Hartford Capital Managers Series V Tactical Asset Allocation Moderate NA 10.67% 10.85% NA NA NA NA 6.02%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 6.19% 8.95% -2.48% 9.86% 10.68% 11.16% -0.16%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 8.37% 9.69% 3.14% 8.99% NA NA 4.42%
Data as of 06/30/2005, AR inception is 12/31/2000