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Investment Options

Age-based Portfolios

 

With age-based portoflios, 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.

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Underlying Funds for Age-Based Portfolios 

Static Portfolios

 

Static portfolios are pre-set asset allocation models tailored to investment risk tolerance based on comfort with risk. SMART529'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.

 

Checks and
Balances

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Aggresive
Growth

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Growth

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Balanced

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Conservative
Balanced

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Underlying Funds for Static Portfolios 

Individual Portfolios

Individual portfolio options may be used to customize a Hartford SMART529 account with one or more portfolios. The Hartford SMART529 offers 14 individual portfolio options from which to choose.

SMART529 Individual Portfolio Options
Underlying Fund
Hartford Small Company 529 Fund Hartford Small Company Fund
Hartford MidCap Value 529 Fund Hartford MidCap Value Fund
Hartford Growth Opportunities 529 Fund Hartford Growth Opportunities Fund
Hartford International Opportunities 529 Fund Hartford International Opportunities Fund
Hartford MidCap 529 Fund Hartford MidCap Fund
MFS® Global Equity 529 Fund MFS® Global Equity Fund
Hartford Dividend and Growth 529 Fund Hartford Dividend and Growth Fund
Hartford Equity Income 529 Fund Hartford Equity Income Fund
Hartford Global All-Asset 529 Fund Hartford Global All-Asset Fund
Hartford Balanced Income 529 Fund Hartford Balanced Income Fund
Hartford High Yield 529 Fund Hartford High Yield Fund
Hartford Inflation Plus 529 Fund Hartford Inflation Plus Fund
Hartford Total Return Bond 529 Fund Hartford Total Return Bond Fund
SMART529 Stable Value 529 Fund
SMART529 Stable Value Portfolio
SMART529 West Virginia board logo

SMART529 is offered by the West Virginia Prepaid Tuition and College Savings Program Board of Trustees and is administered by Hartford Funds Management Company, LLC (“HFMC”).

Investments in SMART529 are not guaranteed or insured by the State of West Virginia, the Board of Trustees of the West Virginia College Prepaid Tuition and Savings Program, the West Virginia 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.

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