Hartford Life Investment Company HARTFORD NATIONS OUTLOOK SERIES II L SHARES
Investment Model Portfolios

Total Available Funds: 16
Asset Class Ticker Description
FIXED INCOME
High Yield Bond INEAX Columbia VIT I High Yield A
Intermediate-Term Bond HBNBX Hartford Total Return HLS IB
High Yield Bond AMHYX Invesco VI High Yield I
US EQUITY
LARGE GROWTH NMTAX Columbia VIT I Marsico 21 A
LARGE GROWTH NFEAX Columbia VIT I Marsico Focused Equities A
LARGE GROWTH NMGIX Columbia VIT I Marsico Growth A
Mid-Cap Growth CBSAX Columbia VIT I Mid Cap Growth A
LARGE BLEND HIBCX Hartford Capital Appreciation HLS IB
LARGE VALUE HDGBX Hartford Dividend & Growth HLS IB
Small Growth HDMBX Hartford Small Company HLS IB
LARGE BLEND HIBSX Hartford Stock HLS IB
LARGE GROWTH LCGAX Invesco VI Capital Appreciation I
INTERNATIONAL EQUITY
Foreign Large Growth MBIOX Columbia VIT I Marsico International Opportunities B
Foreign Large Blend HBIOX Hartford International Opportunities HLS IB
Others
Moderate Allocation HAIBX Hartford Adv HLS IB
ROOT CASH Hartford Money Market HLS IB

The following is a moderate-risk model portfolio constructed from the investment options of Hartford Life Investment Company HARTFORD NATIONS OUTLOOK SERIES II L SHARES.

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


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