Hartford Life Investment Company HARTFORD SELECT LEADERS SERIES I B SHARES
Investment Model Portfolios

This plan also represents Hartford Life Investment Company NATIONS VARIABLE ANNUITY SERIES II B SHARES，

Total Available Funds: 31
Asset Class Ticker Description
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
WORLD STOCK UTLAX Morgan Stanley Select Dim Global In Y
US EQUITY
LARGE BLEND HVNBX American Funds Insur Growth-Income 2
LARGE GROWTH AGTHX American Funds Insur Growth 2
LARGE GROWTH FKGRX Franklin VIP Growth 2
LARGE VALUE TESIX Franklin VIP Mut Shares 2
Mid-Cap Growth FBSMX Franklin VIP Small-Mid Cap Growth 2
LARGE BLEND MRGRX MFS VIT Core Plus Equity I
LARGE GROWTH MFEIX MFS VIT Growth I
LARGE BLEND MITIX MFS VIT Inv Trust I
LARGE GROWTH MSEGX Morgan Stanley Select Dim Capital Growth Y
LARGE GROWTH CPOAX Morgan Stanley Select Dim Cap Opportunities Y
LARGE BLEND VFINX Morgan Stanley Select Dim Equity-Weighted Y
LARGE GROWTH AMOAX Morgan Stanley Select Dim Focus Growth Y
Mid-Cap Growth DGRAX Morgan Stanley Select Dim Mid Cap Growth Y
LARGE VALUE ACGIX Van Kampen LIT Growth & Income 2
Emerging Market
DIVERSIFIED EMERGING MKTS TEDMX Franklin VIP Developing Market 1
DIVERSIFIED EMERGING MKTS UEMEX UIF Emerging Market Equity I
FIXED INCOME
Multisector Bond FRSTX Franklin VIP Strategic Income 1
Multisector Bond DINAX Morgan Stanley Select Dim Flexible In Y
Intermediate-Term Bond UFIPX UIF Core Plus Plus Fxd Income I
Emerging Markets Bond UEMDX UIF Emerging Market Debt I
Others
Miscellaneous – Income and Real Property MGBEX MFS VIT Inv Growth I
Moderate Allocation MTRIX MFS VIT Total Return I
Moderate Allocation MBAAX Morgan Stanley Select Dim Balanced Y
ROOT NoTicker Morgan Stanley Select Dim Dividend Growth Y
ROOT CASH Morgan Stanley Select Dim Money Market Y
ROOT NoTicker UIF High Yield I
ROOT NoTicker UIF US Mid Cap Value I

The following is a moderate-risk model portfolio constructed from the investment options of Hartford Life Investment Company HARTFORD SELECT LEADERS SERIES I 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


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