With age-based portfolios, deciding how to invest is easy. The asset allocation within each of our nine age-based portfolios is tailored for children in a particular age group. Assets are automatically adjusted from a more aggressive portfolio to a more conservative one as the child grows older and nears college age.
Static portfolios are pre-set asset allocation models tailored to investment risk tolerance based on comfort with risk. CHET Advisor's five static portfolios include an aggressive growth option with higher risk/reward potential, a growth option for those who want a high degree of growth but less risk than in an all-equity portfolio, a balanced option for those who want only a moderate amount of risk, a conservative balanced option for those who want a low to moderate amount of risk, and Checks and Balances, offering a diversified option.
Individual Portfolio Options
Individual portfolio options allow you to customize a CHET Advisor account with one or more portfolios. CHET Advisor offers 12 individual portfolio options from which to choose.
|CHET Advisor Portfolio Option
|Hartford Small Cap Growth 529 Portfolio
||Hartford Small Cap Growth Fund|
|Hartford Growth Opportunities 529 Portfolio
||Hartford Growth Opportunities Fund|
|Hartford MidCap 529 Portfolio
||Hartford MidCap Fund|
|Hartford International Opportunities 529 Portfolio
||Hartford International Opportunities Fund|
|Hartford Dividend and Growth 529 Portfolio
||Hartford Dividend and Growth Fund|
|Hartford Core Equity 529 Portfolio
||Hartford Core Equity Fund|
|Hartford Equity Income 529 Portfolio
||Hartford Equity Income Fund|
|Hartford Balanced Income Portfolio
||Hartford Balanced Income Fund|
|Hartford Inflation Plus 529 Portfolio
||Hartford Inflation Plus Fund|
|Hartford Total Return Bond 529 Portfolio
||Hartford Total Return Bond Fund|
|Hartford World Bond 529 Portfolio
||Hartford World Bond Fund|
|CHET Advisor Stable Value 529 Portfolio
||CHET Advisor Stable Value Portfolio|
CHET Advisor is administered by the Treasurer of the State of Connecticut as the trustee of the Connecticut Higher Education Trust Program and Hartford Funds Management Company, LLC (“HFMC”) serves as Plan Manager.
Investments in CHET Advisor are not guaranteed or insured by the State of Connecticut, the Connecticut Higher Education Trust Program, the Connecticut State Treasurer's Office, HFMC, The Hartford Financial Services Group, Inc., the investment sub-advisors for the Underlying Funds or any depository institution and are subject to investment risks, including the loss of the principal amount invested, and may not be appropriate for all investors.
CHET Advisor is only available to account owners who are Connecticut (CT) residents. CT provides certain tax advantages to CT taxpayers that invest in CHET Advisor. Before investing, an investor should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s 529 plan.
Investors should carefully consider the investment objectives, risks, charges and expenses of CHET Advisor and its Underlying Funds before investing. This and other information can be found in the Disclosure Booklet for CHET Advisor and the prospectuses or other disclosure documents for the Underlying Funds, which can be obtained in the College Savings pages of www.hartfordfunds.com or by calling 877-407-2828. Please read them carefully before investing or sending money. CHET Advisor is distributed by Hartford Funds Distributors, LLC. Member SIPC
This information is written in connection with the promotion or marketing of the matter(s) addressed in this material. The information cannot be used or relied upon for the purpose of avoiding IRS penalties. These materials are not intended to provide tax, accounting or legal advice. As with all matters of a tax or legal nature, your clients should consult their own tax or legal counsel for advice.
"The Hartford" is The Hartford Financial Services Group, Inc. and its subsidiaries.
No state funds have been used to produce these materials nor have materials been produced at taxpayer expense.