Test_MPIQB_Hartford Leaders Fundation Edge Series 1 Annuity Investment Model Portfolios

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Investment options of Test_MPIQB_Hartford Leaders Fundation Edge Series 1 Annuity

Total Available Funds: 14

Asset Class

Ticker

Description

Emerging Market
DIVERSIFIED EMERGING MKTS	HVWBX	American Funds New World HLS

INTERNATIONAL EQUITY
Foreign Large Blend	HDVIX	American Funds International HLS
Foreign Large Blend	HIAOX	Hartford International Opportunities HLS
Foreign Large Growth	AIEVX	Invesco V.I. International Growth
Foreign Large Value	TEMFX	Templeton Foreign Securities
Foreign Large Value	AIVIX	AllianceBernstein VPS International Value
WORLD STOCK	HVLBX	American Funds Global Growth HLS

Others
Moderate Allocation	ABWIX	AllianceBernstein VPS Balanced Wealth Strategy
Moderate Allocation	HVABX	American Funds Asset Allocation HLS
Moderate Allocation	MTRIX	MFS Total Return Series
ROOT	CASH	Hartford Money Market HLS
unknow	NoTicker	MFS Investors Trust Series
World Allocation	HVIBX	American Funds Global Growth and Income HLS
World Allocation	VGTJX	Invesco V.I. Global Multi-Asset

Investment model portfolios

We provide two types of investment model portfolios for Test_MPIQB_Hartford Leaders Fundation Edge Series 1 Annuity 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

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