Hartford Life Investment Company HARTFORD LEADERS ACCESS SERIES II
Investment Model Portfolios

Total Available Funds: 28
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend EKZAX Evergreen Var International Equity 1
WORLD STOCK TEDIX Franklin VIP Mutual Global Discovery 2
US EQUITY
LARGE GROWTH EKOAX Evergreen Var Omega 1
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 GROWTH FKGRX Franklin VIP Large Capital Growth 2
LARGE VALUE TESIX Franklin VIP Mut Shares 2
LARGE BLEND FRDPX Franklin VIP Rising Dividend 2
Mid-Cap Growth FBSMX Franklin VIP Small-Mid Cap Growth 2
LARGE BLEND GTVLX Invesco VI Basic Value I
LARGE GROWTH LCGAX Invesco VI Capital Appreciation I
LARGE GROWTH LCGAX Invesco VI Large Capital Growth I
MID-CAP BLEND GTAGX Invesco VI Mid Cap Core I
LARGE BLEND MRGRX MFS VIT Core Plus Equity I
LARGE GROWTH MFEIX MFS VIT Growth I
LARGE GROWTH MGTIX MFS VIT Inv Growth I
LARGE BLEND MITIX MFS VIT Inv Trust I
Mid-Cap Growth OTCAX MFS VIT Mid Cap Growth I
Small Growth MNDIX MFS VIT New Discovery I
LARGE VALUE MEIIX MFS VIT Value I
FIXED INCOME
Intermediate-Term Bond ABNDX American Funds Insur Bond 2
Multisector Bond FRSTX Franklin VIP Strategic Income 1
Intermediate Government AGOVX Invesco VI Govertnment Security I
High Yield Bond MHIIX MFS VIT High Income I
Others
Conservative Allocation FKINX Franklin VIP Income Security 2
ROOT CASH Hartford Money Market HLS IA
Moderate Allocation MTRIX MFS VIT Total Return I

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

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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