It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor Hartford Leaders Fundation Edge Series 1 Annuity

Hartford Leaders Fundation Edge Series 1 Annuity

Investment Menu Rating:

Investment Options
Total Available Funds: 58
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS HVWBX American Funds New World HLS
Others
Conservative Allocation FRIAX Franklin Income Securities
Moderate Allocation MTRIX MFS Total Return Series
Moderate Allocation ABWIX AllianceBernstein VPS Balanced Wealth Strategy,
INTERNATIONAL EQUITY
Foreign Large Blend HIAOX Hartford International Opportunities HLS
Foreign Large Growth AIEVX Invesco V.I. International Growth
Foreign Large Blend HDVIX American Funds International HLS
US EQUITY
LARGE GROWTH FCNTX Fidelity VIP Contra,
LARGE VALUE MEIIX MFS Value Series
LARGE GROWTH MFEIX MFS Growth Series
Total Available Funds: 58
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS HVWBX American Funds New World HLS
Others
Conservative Allocation FRIAX Franklin Income Securities
Moderate Allocation MTRIX MFS Total Return Series
Moderate Allocation ABWIX AllianceBernstein VPS Balanced Wealth Strategy,
ROOT CASH Hartford Money Market HLS
World Allocation VGTJX Invesco V.I. Global Multi-Asset
Moderate Allocation HVABX American Funds Asset Allocation HLS
World Allocation HVIBX American Funds Global Growth and Income HLS
INTERNATIONAL EQUITY
Foreign Large Blend HIAOX Hartford International Opportunities HLS
Foreign Large Growth AIEVX Invesco V.I. International Growth
Foreign Large Blend HDVIX American Funds International HLS
Foreign Large Value AIVIX AllianceBernstein VPS International Value,
WORLD STOCK TEDIX Mutual Global Discovery Securities
Foreign Large Value TEMFX Templeton Foreign Securities
WORLD STOCK TEPLX Templeton Growth Securities
WORLD STOCK HIALX Hartford Global Growth HLS
WORLD STOCK HVGAX Hartford Global Research HLS
WORLD STOCK HVSBX American Funds Global Small Capitalization HLS
WORLD STOCK HVLBX American Funds Global Growth HLS
US EQUITY
LARGE GROWTH FCNTX Fidelity VIP Contra,
LARGE VALUE MEIIX MFS Value Series
LARGE GROWTH MFEIX MFS Growth Series
LARGE VALUE PEIYX Putnam VT Equity Income
LARGE VALUE HIADX Hartford Dividend and Growth HLS
SMALL BLEND SMEIX Invesco V.I. Small Cap Equity
Small Growth HIASX Hartford Small Company HLS
LARGE BLEND LAVYX Lord Abbett Fundamental Equity,
MID-CAP VALUE ABSIX AllianceBernstein VPS Small/Mid Cap Value,
SMALL VALUE FVADX Franklin Small Cap Value Securities
LARGE BLEND HIAGX Hartford Disciplined Equity HLS
LARGE BLEND FRDAX Franklin Rising Dividends Securities
Mid-Cap Growth FSGAX Franklin Small-Mid Cap Growth Securities
LARGE BLEND HIBCX Hartford Capital Appreciation HLS
LARGE VALUE TESIX Mutual Shares Securities
LARGE GROWTH PVYYX Putnam VT Voyager
LARGE BLEND PNVYX Putnam VT Investors
LARGE BLEND LWSYX Lord Abbett Growth and Income,
MID-CAP BLEND GTAVX Invesco V.I. Mid Cap Core Equity
LARGE VALUE VCEAX Invesco V.I. Core Equity
LARGE VALUE HBVLX Hartford Value HLS
LARGE BLEND HIAIX Hartford Index HLS
LARGE GROWTH HAGOX Hartford Growth Opportunities HLS
LARGE GROWTH HGIAX Hartford Growth HLS
LARGE GROWTH FKCAX Franklin Flex Cap Growth Securities
MID-CAP BLEND FMEIX Fidelity VIP Mid Cap,
LARGE BLEND HVNBX American Funds Growth-Income HLS
LARGE GROWTH HVRBX American Funds Growth HLS
LARGE BLEND HVCBX American Funds Blue Chip Income and Growth HLS
FIXED INCOME
Multisector Bond FKSAX Franklin Strategic Income Securities
Multisector Bond FSRIX Fidelity VIP Strategic Income,
Intermediate-Term Bond MRBIX MFS Research Bond Series
Intermediate-Term Bond HIABX Hartford Total Return Bond HLS
Multisector Bond LBNYX Lord Abbett Bond-Debenture,
WORLD BOND TGBAX Templeton Global Bond Securities
Intermediate Government HAUSX Hartford U.S. Government Securities HLS
High Yield Bond HIAYX Hartford High Yield HLS
WORLD BOND HVDBX American Funds Global Bond HLS
Intermediate-Term Bond HVBBX American Funds Bond HLS
Total Available Funds: 58
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS HVWBX American Funds New World HLS 0% 3 60 0 1.34% 0%
Others
Conservative Allocation FRIAX Franklin Income Securities 88% 3 60 0 0.96% 6.2%
Moderate Allocation MTRIX MFS Total Return Series 82% 3 60 0 0.39% 9.24%
Moderate Allocation ABWIX AllianceBernstein VPS Balanced Wealth Strategy, 76% 3 60 0 1.42% 11.07%
ROOT CASH Hartford Money Market HLS 0% 1 60 0 NA 2.53%
World Allocation VGTJX Invesco V.I. Global Multi-Asset 0% 3 60 0 NA 8.08%
Moderate Allocation HVABX American Funds Asset Allocation HLS 0% 3 60 0 0.86% 0%
World Allocation HVIBX American Funds Global Growth and Income HLS 0% 3 60 0 1.15% 0%
INTERNATIONAL EQUITY
Foreign Large Blend HIAOX Hartford International Opportunities HLS 95% 3 60 0 1% 2.52%
Foreign Large Growth AIEVX Invesco V.I. International Growth 93% 3 60 0 1.27% 15.85%
Foreign Large Blend HDVIX American Funds International HLS 70% 3 60 0 0.65% 7.88%
Foreign Large Value AIVIX AllianceBernstein VPS International Value, 69% 3 60 0 1.25% 3.38%
WORLD STOCK TEDIX Mutual Global Discovery Securities 57% 3 60 0 1.45% 10.86%
Foreign Large Value TEMFX Templeton Foreign Securities 54% 3 60 0 0.85% 4.06%
WORLD STOCK TEPLX Templeton Growth Securities 38% 3 60 0 1.1% 14.39%
WORLD STOCK HIALX Hartford Global Growth HLS 0% 3 60 0 0.8% 9.42%
WORLD STOCK HVGAX Hartford Global Research HLS 0% 3 60 0 1.03% 1.66%
WORLD STOCK HVSBX American Funds Global Small Capitalization HLS 0% 3 60 0 1.3% 0%
WORLD STOCK HVLBX American Funds Global Growth HLS 0% 3 60 0 1.12% 0%
US EQUITY
LARGE GROWTH FCNTX Fidelity VIP Contra, 96% 3 60 0 0.55% 5.18%
LARGE VALUE MEIIX MFS Value Series 90% 3 60 0 0.8% 9.63%
LARGE GROWTH MFEIX MFS Growth Series 90% 3 60 0 0.5% 14.58%
LARGE VALUE PEIYX Putnam VT Equity Income 90% 3 60 0 1.14% 5.84%
LARGE VALUE HIADX Hartford Dividend and Growth HLS 90% 3 60 0 0.9% 17.93%
SMALL BLEND SMEIX Invesco V.I. Small Cap Equity 88% 3 60 0 1.01% 7.69%
Small Growth HIASX Hartford Small Company HLS 88% 3 60 0 1.04% 0.47%
LARGE BLEND LAVYX Lord Abbett Fundamental Equity, 88% 3 60 0 0.69% 8.7%
MID-CAP VALUE ABSIX AllianceBernstein VPS Small/Mid Cap Value, 87% 3 60 0 1.08% 6.42%
SMALL VALUE FVADX Franklin Small Cap Value Securities 86% 3 60 0 1.73% 8%
LARGE BLEND HIAGX Hartford Disciplined Equity HLS 86% 3 60 0 0.59% 10.84%
LARGE BLEND FRDAX Franklin Rising Dividends Securities 79% 3 60 0 0.52% 10.26%
Mid-Cap Growth FSGAX Franklin Small-Mid Cap Growth Securities 72% 3 60 0 0.85% 6.56%
LARGE BLEND HIBCX Hartford Capital Appreciation HLS 56% 3 60 0 0.92% 13.3%
LARGE VALUE TESIX Mutual Shares Securities 43% 3 60 0 1.25% 7.66%
LARGE GROWTH PVYYX Putnam VT Voyager 0% 3 60 0 0.92% 5.96%
LARGE BLEND PNVYX Putnam VT Investors 0% 3 60 0 0.93% 1.38%
LARGE BLEND LWSYX Lord Abbett Growth and Income, 0% 3 60 0 1.02% 0.55%
MID-CAP BLEND GTAVX Invesco V.I. Mid Cap Core Equity 0% 3 60 0 0.87% 20.45%
LARGE VALUE VCEAX Invesco V.I. Core Equity 0% 3 60 0 NA 1.26%
LARGE VALUE HBVLX Hartford Value HLS 0% 3 60 0 0.97% 9.6%
LARGE BLEND HIAIX Hartford Index HLS 0% 3 60 0 0.33% 0%
LARGE GROWTH HAGOX Hartford Growth Opportunities HLS 0% 3 60 0 0.65% 8.24%
LARGE GROWTH HGIAX Hartford Growth HLS 0% 3 60 0 0.82% 0.08%
LARGE GROWTH FKCAX Franklin Flex Cap Growth Securities 0% 3 60 0 0.73% 11.64%
MID-CAP BLEND FMEIX Fidelity VIP Mid Cap, 0% 3 60 0 0.45% 4.2%
LARGE BLEND HVNBX American Funds Growth-Income HLS 0% 3 60 0 0.81% 0%
LARGE GROWTH HVRBX American Funds Growth HLS 0% 3 60 0 0.88% 0%
LARGE BLEND HVCBX American Funds Blue Chip Income and Growth HLS 0% 3 60 0 0.99% 0%
FIXED INCOME
Multisector Bond FKSAX Franklin Strategic Income Securities 84% 3 60 0 0.55% 4.2%
Multisector Bond FSRIX Fidelity VIP Strategic Income, 83% 3 60 0 0.98% 4.47%
Intermediate-Term Bond MRBIX MFS Research Bond Series 79% 3 60 0 0.6% 4.26%
Intermediate-Term Bond HIABX Hartford Total Return Bond HLS 77% 3 60 0 0.5% 5.57%
Multisector Bond LBNYX Lord Abbett Bond-Debenture, 76% 3 60 0 0.58% 6.36%
WORLD BOND TGBAX Templeton Global Bond Securities 52% 3 60 0 0.64% 5.38%
Intermediate Government HAUSX Hartford U.S. Government Securities HLS 0% 3 60 0 0.52% 2.23%
High Yield Bond HIAYX Hartford High Yield HLS 0% 3 60 0 0.6% 6.52%
WORLD BOND HVDBX American Funds Global Bond HLS 0% 3 60 0 1.12% 0%
Intermediate-Term Bond HVBBX American Funds Bond HLS 0% 3 60 0 0.92% 0%
Average Expense Ratio: 0.89%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -4.3% -2.6% 0.9% 4.0% 4.2% 5.0%

Sign up or Login and subscribe to get rebalance emails for this portfolio

Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.4% 4.0% 9.1% 5.8% 5.9% 5.8%

Sign up or Login and subscribe to get rebalance emails for this portfolio

Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 3.0% 17.9% 11.7% 5.5% 6.9% 6.5%

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 59 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Emerging Market Equity and Fixed Income.

This plan is created upon a user's request. Its investment chocies are based on this link.



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.