Hartford Life Investment Company HARTFORD LEADERS ACCESS SERIES II
Investment Model Portfolios

Investment options of Hartford Life Investment Company HARTFORD LEADERS ACCESS SERIES II

Total Available Funds: 28
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend EKZAX Evergreen Var International Equity 1
WORLD STOCK TEDIX Franklin VIP Mutual Global Discovery 2
US EQUITY
LARGE GROWTH EKOAX Evergreen Var Omega 1
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 GROWTH FKGRX Franklin VIP Large Capital Growth 2
LARGE VALUE TESIX Franklin VIP Mut Shares 2
LARGE BLEND FRDPX Franklin VIP Rising Dividend 2
Mid-Cap Growth FBSMX Franklin VIP Small-Mid Cap Growth 2
LARGE BLEND GTVLX Invesco VI Basic Value I
LARGE GROWTH LCGAX Invesco VI Capital Appreciation I
LARGE GROWTH LCGAX Invesco VI Large Capital Growth I
MID-CAP BLEND GTAGX Invesco VI Mid Cap Core I
LARGE BLEND MRGRX MFS VIT Core Plus Equity I
LARGE GROWTH MFEIX MFS VIT Growth I
LARGE GROWTH MGTIX MFS VIT Inv Growth I
LARGE BLEND MITIX MFS VIT Inv Trust I
Mid-Cap Growth OTCAX MFS VIT Mid Cap Growth I
Small Growth MNDIX MFS VIT New Discovery I
LARGE VALUE MEIIX MFS VIT Value I
FIXED INCOME
Intermediate-Term Bond ABNDX American Funds Insur Bond 2
Multisector Bond FRSTX Franklin VIP Strategic Income 1
Intermediate Government AGOVX Invesco VI Govertnment Security I
High Yield Bond MHIIX MFS VIT High Income I
Others
Conservative Allocation FKINX Franklin VIP Income Security 2
ROOT CASH Hartford Money Market HLS IA
Moderate Allocation MTRIX MFS VIT Total Return I

Investment model portfolios

We provide two types of investment model portfolios for Hartford Life Investment Company HARTFORD LEADERS ACCESS SERIES II 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Hartford Life Investment Company HARTFORD LEADERS ACCESS SERIES II Tactical Asset Allocation Moderate NA 26.16% 4.34% 10.71% 8.20% 8.76% 9.18% 8.67%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%

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