Hartford Leaders Fundation Edge Series 1 Annuity
Investment Model Portfolios
This plan is created upon a user's request. Its investment chocies are based on this link.
Total Available Funds: 59
| Asset Class |
Ticker
| Description |
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Value |
AIVIX |
AllianceBernstein VPS International Value, |
| WORLD STOCK |
HVLBX |
American Funds Global Growth HLS |
| WORLD STOCK |
HVSBX |
American Funds Global Small Capitalization HLS |
| Foreign Large Blend |
HDVIX |
American Funds International HLS |
| WORLD STOCK |
HVGAX |
Hartford Global Research HLS |
| WORLD STOCK |
HIALX |
Hartford Global Growth HLS |
| Foreign Large Blend |
HIAOX |
Hartford International Opportunities HLS |
| Foreign Large Growth |
AIEVX |
Invesco V.I. International Growth |
| WORLD STOCK |
TEDIX |
Mutual Global Discovery Securities |
| Foreign Large Value |
TEMFX |
Templeton Foreign Securities |
| WORLD STOCK |
TEPLX |
Templeton Growth Securities |
|
| Others |
|
|
| World Allocation |
HVIBX |
American Funds Global Growth and Income HLS |
| Moderate Allocation |
ABWIX |
AllianceBernstein VPS Balanced Wealth Strategy, |
| Moderate Allocation |
HVABX |
American Funds Asset Allocation HLS |
| Conservative Allocation |
FRIAX |
Franklin Income Securities |
| World Allocation |
VGTJX |
Invesco V.I. Global Multi-Asset |
| unknow |
NoTicker |
MFS Investors Trust Series |
| Moderate Allocation |
MTRIX |
MFS Total Return Series |
| ROOT |
CASH |
Hartford Money Market HLS |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
HVWBX |
American Funds New World HLS |
|
| US EQUITY |
|
|
| MID-CAP VALUE |
ABSIX |
AllianceBernstein VPS Small/Mid Cap Value, |
| LARGE BLEND |
HVCBX |
American Funds Blue Chip Income and Growth HLS |
| LARGE GROWTH |
HVRBX |
American Funds Growth HLS |
| LARGE BLEND |
HVNBX |
American Funds Growth-Income HLS |
| LARGE GROWTH |
FCNTX |
Fidelity VIP Contra, |
| MID-CAP BLEND |
FMEIX |
Fidelity VIP Mid Cap, |
| LARGE GROWTH |
FKCAX |
Franklin Flex Cap Growth Securities |
| LARGE BLEND |
FRDAX |
Franklin Rising Dividends Securities |
| SMALL VALUE |
FVADX |
Franklin Small Cap Value Securities |
| Mid-Cap Growth |
FSGAX |
Franklin Small-Mid Cap Growth Securities |
| LARGE BLEND |
HIBCX |
Hartford Capital Appreciation HLS |
| LARGE BLEND |
HIAGX |
Hartford Disciplined Equity HLS |
| LARGE VALUE |
HIADX |
Hartford Dividend and Growth HLS |
| LARGE GROWTH |
HGIAX |
Hartford Growth HLS |
| LARGE GROWTH |
HAGOX |
Hartford Growth Opportunities HLS |
| LARGE BLEND |
HIAIX |
Hartford Index HLS |
| Small Growth |
HIASX |
Hartford Small Company HLS |
| LARGE VALUE |
HBVLX |
Hartford Value HLS |
| LARGE VALUE |
VCEAX |
Invesco V.I. Core Equity |
| MID-CAP BLEND |
GTAVX |
Invesco V.I. Mid Cap Core Equity |
| SMALL BLEND |
SMEIX |
Invesco V.I. Small Cap Equity |
| LARGE BLEND |
LAVYX |
Lord Abbett Fundamental Equity, |
| LARGE BLEND |
LWSYX |
Lord Abbett Growth and Income, |
| LARGE GROWTH |
MFEIX |
MFS Growth Series |
| LARGE VALUE |
MEIIX |
MFS Value Series |
| LARGE VALUE |
TESIX |
Mutual Shares Securities |
| LARGE VALUE |
PEIYX |
Putnam VT Equity Income |
| LARGE BLEND |
PNVYX |
Putnam VT Investors |
| LARGE GROWTH |
PVYYX |
Putnam VT Voyager |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
HVBBX |
American Funds Bond HLS |
| WORLD BOND |
HVDBX |
American Funds Global Bond HLS |
| Multisector Bond |
FSRIX |
Fidelity VIP Strategic Income, |
| Multisector Bond |
FKSAX |
Franklin Strategic Income Securities |
| High Yield Bond |
HIAYX |
Hartford High Yield HLS |
| Intermediate-Term Bond |
HIABX |
Hartford Total Return Bond HLS |
| Intermediate Government |
HAUSX |
Hartford U.S. Government Securities HLS |
| Multisector Bond |
LBNYX |
Lord Abbett Bond-Debenture, |
| Intermediate-Term Bond |
MRBIX |
MFS Research Bond Series |
| WORLD BOND |
TGBAX |
Templeton Global Bond Securities |
|
The following is a moderate-risk model portfolio constructed from the investment options of Hartford Leaders Fundation Edge Series 1 Annuity.
This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.
Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.
Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.
Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies
