THE HARTFORD INVESTMENT AND SAVINGS PLAN
Investment Model Portfolios
The Hartford Financial Services Group, Inc., through its subsidiaries, provides insurance and financial services in the United States and internationally. The company engages in life, and property and casualty insurance businesses.
Total Available Funds: 26
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| LARGE BLEND |
HIAIX |
The Hartford Index Fund |
| LARGE VALUE |
HIADX |
Hartford Series Fund Inc. Dividend and Growth HLS Fund Class IA shares |
| LARGE GROWTH |
HAGOX |
Hartford Series Fund Inc. International Opportunities HLS Fund Class IA shares |
| LARGE BLEND |
HIACX |
Hartford Series Fund Inc. Capital Appreciation HLS Fund Class IA shares |
| Small Growth |
HIASX |
Hartford Series Fund Inc. Small Company HLS Fund Class IA shares |
| Mid-Cap Growth |
HIMCX |
Hartford Series Fund Inc. MidCap HLS Fund Class IA shares |
| Small Growth |
HIASX |
Hartford Series Fund, Inc. Global Growth HLS Fund, Class IA shares |
| SMALL BLEND |
RSPYX |
RS Partners Y Fund |
|
| Others |
|
|
| ROOT |
CASH |
State Street Cash Fund — STIF |
| ROOT |
CASH |
Hartford Series Fund Inc. Money Market HLS Fund Class IA shares |
| Retirement Income |
VTINX |
Vanguard Target Retirement Income Fund |
| Target Date 2000-2010 |
VTOVX |
Target Retirement 2005 Fund Vanguard Vanguard Target Retirement 2005 Fund |
| Target Date 2011-2015 |
VTXVX |
Target Retirement 2015 Fund Vanguard Vanguard Target Retirement 2015 Fund |
| Target Date 2021-2025 |
VTTVX |
Target Retirement 2025 Fund Vanguard Vanguard Target Retirement 2025 Fund |
| Target Date 2031-2035 |
VTTHX |
Target Retirement 2035 Fund Vanguard Vanguard Target Retirement 2035 Fund |
| Target Date 2041-2045 |
VTIVX |
Target Retirement 2045 Fund Vanguard Vanguard Target Retirement 2045 Fund |
| ROOT |
CASH |
Money market substitute |
| Target Date 2000-2010 |
VTENX |
Vanguard Target Retirement 2010 Fund |
| Target Date 2016-2020 |
VTWNX |
Vanguard Target Retirement 2020 Fund |
| Target Date 2026-2030 |
VTHRX |
Vanguard Target Retirement 2030 Fund, Fund |
| Target Date 2036-2040 |
VFORX |
Vanguard Target Retirement 2040 Fund |
| Target Date 2050+ |
VFIFX |
Vanguard Target Retirement 2050 Fund |
| ROOT |
CASH |
State Street Bank and Trust State Street Cash Fund — STIF |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
HIABX |
Hartford Series Fund Inc. Bond HLS Fund Class IA shares |
| High Yield Bond |
HIAYX |
Hartford Series Fund Inc. High Yield HLS Fund Class IA shares |
| SHORT GOVERNMENT |
STABLEVALUE |
DB Advisors Stable Value Fund |
|
The following is a moderate-risk model portfolio constructed from the investment options of THE HARTFORD INVESTMENT AND SAVINGS PLAN.
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
Retirement Plan (401(k)) Info for THE HARTFORD INVESTMENT AND SAVINGS PLAN
