Hartford Life Investment Company HARTFORD PATHMAKER B SHARES
Investment Model Portfolios

Total Available Funds: 13
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond PGBOX JPMorgan Ins Trust Core Plus Bond 1
Multisector Bond PDINX Putnam VT Dicversified Income IA
Intermediate-Term Bond PINCX Putnam VT Income IA
US EQUITY
LARGE GROWTH JIGAX JPMorgan Ins Trust Intrepid Growth 1
MID-CAP BLEND PECAX JPMorgan Ins Trust Intrepid Mid Cap 1
MID-CAP VALUE JAMCX JPMorgan Ins Trust Mid Cap Value 1
LARGE BLEND JUEAX JPMorgan Ins Trust US Equity 1
LARGE VALUE PGRWX Putnam VT Growth & Income IA
LARGE GROWTH PNOPX Putnam VT Multi-Cap Growth IA
INTERNATIONAL EQUITY
WORLD STOCK PEQUX Putnam VT Global Equity IA
Foreign Large Blend POVSX Putnam VT International Equity IA
Others
Moderate Allocation PABAX Putnam VT Global Asset Allocation IA
ROOT CASH Putnam VT Money Market IA

The following is a moderate-risk model portfolio constructed from the investment options of Hartford Life Investment Company HARTFORD PATHMAKER B 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