YOUR GUIDE TO SAVING FOR COLLEGE

The Hartford SMART529

Expense Ratio

0.0%

2.7%

Investors in The Hartford SMART529 can select from the following investment options. Click on a portfolio name for more information.

Age Based

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
SMART529 Age-Based Portfolio 14-15 1.08% 57% 8.93% 3.42% 4.86% 3.58%
SMART529 Age-Based Portfolio 18+ 0.85% 13% 2.87% 1.40% 1.72% 1.38%
SMART529 Age-Based Portfolio 0-3 1.13% 98% N/A N/A N/A N/A
SMART529 Age-Based Portfolio 4-6 1.15% 85.2% 13.84% 5.62% 8.29% 4.02%
SMART529 Age-Based Portfolio 7-9 1.14% 72.4% N/A N/A N/A N/A
SMART529 Age-Based Portfolio 10-11 1.11% 62.4% 11.46% 4.27% 6.25% 3.60%
SMART529 Age-Based Portfolio 12-13 1.10% 51.9% N/A N/A N/A N/A
SMART529 Age-Based Portfolio 16 0.92% 31% 4.96% 2.19% 2.96% N/A
SMART529 Age-Based Portfolio 17 0.89% 21% N/A N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
SMART529 Aggressive Growth Portfolio 1.13% 99% 16.51% 6.93% 10.34% 3.92%
SMART529 Growth Portfolio 1.15% 85% 13.73% 5.60% 8.28% 4.02%
SMART529 Balanced Portfolio 1.11% 72% 11.41% 4.27% 6.25% 3.58%
SMART529 Conservative Balanced Portfolio 0.92% 28% 4.83% 2.24% 2.96% N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
The SMART529 Stable Value Fund 0.74% 0% 1.19% 1.11% 1.15% 2.36%
The Hartford MidCap 529 Fund 1.18% 100% 19.95% 10.94% 15.30% 8.10%
MFS Global Equity 529 Fund 1.39% 100% 17.51% 8.39% 11.36% N/A
The Hartford Equity Income 529 Fund 1.08% 100% 16.66% 9.52% 12.32% N/A
The Hartford Dividend and Growth 529 Fund 1.08% 100% 18.47% 9.13% 12.94% 6.70%
The Hartford SMART529 Checks and Balances Portfolio 1.02% 67% 12.33% 6.66% 9.91% N/A
The Hartford Total Return Bond 529 Fund 0.87% 100% 1.59% 2.65% 2.10% 3.70%
The Hartford High Yield 529 Fund 1.13% 100% 8.01% 4.44% 4.93% 6.00%
The Hartford Inflation Plus 529 Fund 0.97% 0% 0.07% 0.89% -1.07% 3.19%
The Hartford Growth Opportunities 529 Fund 1.17% 100% 18.45% 12.88% 15.74% 6.99%
The Hartford International Opportunities 529 Fund 1.16% 0% 17.34% 6.12% 8.28% N/A
The Hartford Small Company 529 Fund 1.31% 100% 18.60% 5.59% 10.79% 5.57%
The Hartford MidCap Value 529 Fund 1.25% 100% 14.68% 7.60% 12.50% N/A
The Hartford Global All Asset 529 Fund 1.31% 60% 12.73% 5.76% 6.48% N/A
The Hartford Balanced Income 529 Fund 1.04% 45% 8.71% 6.63% 7.69% N/A

See detailed breakdown of sales charges and expenses by portfolio here.


Data as of 09/30/2017.

Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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