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Hartford Life Investment Company HARTFORD SELECT LEADERS SERIES I B SHARES
Investment Model Portfolios

This plan also represents Hartford Life Investment Company NATIONS VARIABLE ANNUITY SERIES II B SHARES，

Investment options of Hartford Life Investment Company HARTFORD SELECT LEADERS SERIES I B SHARES

Total Available Funds: 31
Asset Class Ticker Description
INTERNATIONAL EQUITY
WORLD STOCK HVLBX American Funds Insur Global Growth 2
WORLD STOCK HVSBX American Funds Insur Global Small Cap 2
Foreign Large Blend HVTBX American Funds Insur International 2
WORLD STOCK UTLAX Morgan Stanley Select Dim Global In Y
US EQUITY
LARGE BLEND HVNBX American Funds Insur Growth-Income 2
LARGE GROWTH AGTHX American Funds Insur Growth 2
LARGE GROWTH FKGRX Franklin VIP Growth 2
LARGE VALUE TESIX Franklin VIP Mut Shares 2
Mid-Cap Growth FBSMX Franklin VIP Small-Mid Cap Growth 2
LARGE BLEND MRGRX MFS VIT Core Plus Equity I
LARGE GROWTH MFEIX MFS VIT Growth I
LARGE BLEND MITIX MFS VIT Inv Trust I
LARGE GROWTH MSEGX Morgan Stanley Select Dim Capital Growth Y
LARGE GROWTH CPOAX Morgan Stanley Select Dim Cap Opportunities Y
LARGE BLEND VFINX Morgan Stanley Select Dim Equity-Weighted Y
LARGE GROWTH AMOAX Morgan Stanley Select Dim Focus Growth Y
Mid-Cap Growth DGRAX Morgan Stanley Select Dim Mid Cap Growth Y
LARGE VALUE ACGIX Van Kampen LIT Growth & Income 2
Emerging Market
DIVERSIFIED EMERGING MKTS TEDMX Franklin VIP Developing Market 1
DIVERSIFIED EMERGING MKTS UEMEX UIF Emerging Market Equity I
FIXED INCOME
Multisector Bond FRSTX Franklin VIP Strategic Income 1
Multisector Bond DINAX Morgan Stanley Select Dim Flexible In Y
Intermediate-Term Bond UFIPX UIF Core Plus Plus Fxd Income I
Emerging Markets Bond UEMDX UIF Emerging Market Debt I
Others
Miscellaneous – Income and Real Property MGBEX MFS VIT Inv Growth I
Moderate Allocation MTRIX MFS VIT Total Return I
Moderate Allocation MBAAX Morgan Stanley Select Dim Balanced Y
ROOT NoTicker Morgan Stanley Select Dim Dividend Growth Y
ROOT CASH Morgan Stanley Select Dim Money Market Y
ROOT NoTicker UIF High Yield I
ROOT NoTicker UIF US Mid Cap Value I

Investment model portfolios

We provide two types of investment model portfolios for Hartford Life Investment Company HARTFORD SELECT LEADERS SERIES I B SHARES 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
Hartford Life Investment Company HARTFORD SELECT LEADERS SERIES I B SHARES Tactical Asset Allocation Moderate NA 7.04% 3.66% 5.44% 6.06% 9.52% NA 8.68%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 19.39% 10.56% 14.00% 7.17% 9.91% 6.86% 6.36%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 11.12% 5.61% 7.08% 4.36% 7.40% 6.13% 5.54%
Data as of 09/29/2017, AR inception is 12/31/2000

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