Hartford Life Investment Company HARTFORD LEADERS SERIES III B SHARES
Investment Model Portfolios

Total Available Funds: 42
Asset Class Ticker Description
Others
Moderate Allocation HVABX American Funds Insur Asset Allocation 2
Conservative Allocation FKINX Franklin VIP Income Security 2
ROOT CASH Hartford Money Market HLS IA
Moderate Allocation MTRIX MFS VIT Total Return I
US EQUITY
LARGE BLEND HVCBX American Funds Insur Blue Chip Income & Growth 2
LARGE BLEND HVNBX American Funds Insur Growth-Income 2
LARGE GROWTH AGTHX American Funds Insur Growth 2
LARGE GROWTH FKCGX Franklin VIP Flexible Cap Growth 2
LARGE GROWTH FKGRX Franklin VIP Growth 2
LARGE GROWTH FKGRX Franklin VIP Large Capital Growth 2
LARGE VALUE FLVAX Franklin VIP Large Capital Value 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 BLEND CHTRX Invesco VI Core Plus Equity I
LARGE GROWTH LCGAX Invesco VI Large Capital Growth I
MID-CAP BLEND GTAGX Invesco VI Mid Cap Core I
SMALL BLEND SMEAX Invesco VI Small Cap 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 BLEND MRFIX MFS VIT Research 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
Intermediate-Term Bond MRBIX MFS VIT Research Bond I
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
Foreign Large Value TEMFX Franklin VIP Foreign Security 2
WORLD STOCK TEDIX Franklin VIP Mutual Global Discovery 2
Foreign Large Growth AIEVX Invesco VI International Growth I
WORLD STOCK MWEIX MFS VIT Global Equity I
Foreign Large Blend MRSIX MFS VIT Research International I
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX American Funds Insur New World 2
DIVERSIFIED EMERGING MKTS TEDMX Franklin VIP Developing Market 1

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