Hartford Life Investment Company HARTFORD LEADERS SERIES III B SHARES Investment Model Portfolios

Investment options of Hartford Life Investment Company HARTFORD LEADERS SERIES III B SHARES

Total Available Funds: 42

Asset Class

Ticker

Description

Others
Moderate Allocation	HVABX	American Funds Insur Asset Allocation 2
Conservative Allocation	FKINX	Franklin VIP Income Security 2
ROOT	CASH	Hartford Money Market HLS IA
Moderate Allocation	MTRIX	MFS VIT Total Return I

US EQUITY
LARGE BLEND	HVCBX	American Funds Insur Blue Chip Income & Growth 2
LARGE BLEND	HVNBX	American Funds Insur Growth-Income 2
LARGE GROWTH	AGTHX	American Funds Insur Growth 2
LARGE GROWTH	FKCGX	Franklin VIP Flexible Cap Growth 2
LARGE GROWTH	FKGRX	Franklin VIP Growth 2
LARGE GROWTH	FKGRX	Franklin VIP Large Capital Growth 2
LARGE VALUE	FLVAX	Franklin VIP Large Capital Value 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 BLEND	CHTRX	Invesco VI Core Plus Equity I
LARGE GROWTH	LCGAX	Invesco VI Large Capital Growth I
MID-CAP BLEND	GTAGX	Invesco VI Mid Cap Core I
SMALL BLEND	SMEAX	Invesco VI Small Cap 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 BLEND	MRFIX	MFS VIT Research 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
Intermediate-Term Bond	MRBIX	MFS VIT Research Bond I

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
Foreign Large Value	TEMFX	Franklin VIP Foreign Security 2
WORLD STOCK	TEDIX	Franklin VIP Mutual Global Discovery 2
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

Emerging Market
DIVERSIFIED EMERGING MKTS	NEWFX	American Funds Insur New World 2
DIVERSIFIED EMERGING MKTS	TEDMX	Franklin VIP Developing Market 1

Investment model portfolios

We provide two types of investment model portfolios for Hartford Life Investment Company HARTFORD LEADERS SERIES III B SHARES participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

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.

Customize a model portfolio now

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 SERIES III B SHARES Tactical Asset Allocation Moderate	NA	24.60%	3.55%	7.52%	6.01%	6.94%	8.93%	8.97%
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%

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Inception	YTD	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	Hartford Life... Moderate	-0.66	24.60	3.55	7.52	6.01	6.94	8.93	8.97	NA	9.04	12.89	-11.64	10.29	11.20	22.05	-9.61	11.86	6.13	-1.64	2.79	15.86	7.05	3.61	11.01	15.64	9.01	17.52	20.29	10.39	16.76	19.13	-1.47	2.45	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	-1.79	37.82	8.86	15.20	12.89	14.04	10.46	8.70	NA	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA...R SHARES)	-1.02	22.89	2.25	6.63	6.01	7.19	6.10	5.79	NA	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	Hartford Life... Moderate	NA	0.39	0.00	0.26	0.36	NA	NA	0.74	0.10	0.22	1.03	-1.02	1.00	0.53	2.78	-1.01	2.33	0.72	-0.19	0.35	2.05	0.78	0.26	1.05	1.56	1.53	1.30	1.88	1.48	1.91	3.00	-0.49	0.03	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	0.23	0.32	0.74	0.56	NA	NA	0.44	-0.70	1.44	1.69	-0.81	2.17	0.53	2.40	-0.34	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.15	1.24	0.25	0.88	1.63	-0.90	-0.68	-0.59	0.98	1.24	1.62	1.63	4.33	-0.18	0.91	0.58	1.92	-0.53	1.73	0.60	0.00	0.31	1.49	-0.24	0.80	0.65	-1.27	1.19	-3.84
	VSMGX (VANGUA...R SHARES)	NA	0.29	0.15	0.51	0.38	NA	NA	0.49	-0.10	0.48	1.37	-1.22	1.32	0.70	2.78	-0.86	3.76	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.41	1.36	0.50	1.49	2.09	-0.75	-0.58	-0.23	1.08	1.57	1.57	0.93	4.20	4.63	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	Hartford Life... Moderate	NA	10.90	10.83	13.32	11.09	NA	NA	9.71	9.13	10.97	8.35	12.77	10.24	20.68	7.42	10.87	4.83	8.26	8.90	8.04	7.72	8.97	13.91	10.42	9.98	5.30	11.18	9.05	5.54	8.28	6.15	5.29	5.09	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	19.39	18.60	17.94	18.44	NA	NA	18.12	28.69	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA...R SHARES)	NA	10.43	10.86	10.39	10.40	NA	NA	11.50	14.60	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	Hartford Life... Moderate	NA	6.70	16.66	30.20	30.20	NA	NA	30.20	0.54	6.70	6.51	18.37	6.01	30.20	3.72	16.82	2.19	7.41	8.13	5.60	4.58	7.76	12.40	10.50	7.15	2.62	10.47	12.65	5.74	9.71	4.06	7.99	4.24	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	18.76	18.76	24.59	33.83	NA	NA	55.25	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA...R SHARES)	NA	9.62	13.24	22.29	22.43	NA	NA	41.18	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	Hartford Life... Moderate	NA	5.88	6.49	5.52	4.50	NA	NA	0.00	NA	1.47	6.01	3.60	9.28	4.85	4.10	3.89	2.26	4.58	4.31	2.35	9.14	3.23	2.42	3.28	3.78	4.50	12.43	6.50	4.74	2.87	3.60	3.93	4.49	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VSMGX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

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