Feedback
  • Log In
  • Account Access
  • Contact Us

    Pre-Sales Support

    Mutual Funds and ETFs - 800-456-7526
    Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET
    Friday: 8:00 a.m. – 5:00 p.m. ET

    ETF Trading Support - 415-315-6600
    Monday-Friday: 9:30 a.m. – 5:00 p.m. ET

    Post-Sales and Website Support
    888-843-7824
    Monday-Friday: 9:00 a.m. - 6:00 p.m. ET

SMART529


Performance data shown represents past performance and does not guarantee future results. The investment return and the value of the investment will fluctuate so that an investor’s units, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance data shown. For more current performance information to the most recent month-ended, please call (866) 574-3542 or see below.


Performance data shown represents past performance and does not guarantee future results. The investment return and the value of the investment will fluctuate so that an investor’s units, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance data shown. For more current performance information to the most recent month-ended, please call (866) 574-3542 or see below.

 

Effective April 3, 2017, performance information reflects a maximum sales charge of 2.50% for all investment options. The maximum sales charges were higher prior to April 3, 2017. Therefore, if you purchased units of any of the investment options prior to April 3, 2017, performance will be lower than that shown above.

Investments in SMART529 are subject to various fees, which will then reduce the value of your account as they are incurred. Please see the Offering Statement for specific details.

Performance numbers do not include the annual maintenance fees. The annual maintenance fee is waived for account values of $25,000 or more, if enrolled in an Automatic Investment Program or for West Virginia residents.

"At NAV" and YTD performance do not reflect the impact of sales charges. If sales charges were included the performance would have been lower.

1 Effective September 15, 2017, Hartford SMART529 expanded from five Age-Based Portfolios to nine. Five of the nine new age-bands will continue the performance history of the prior wider age-bands as follows: (1) New age-band 4-6 will continue the performance of age-band 0-8. (2) New age-band 10-11 will continue the performance of age-band 9-13. (3) There is no change in the 14-15 age-band, other than the underlying fund allocations. (4) Age-band 16 will continue the performance history of 16-17. (5) There is no change in the 18+ age-band, other than the underlying fund allocations. The following four age-bands will begin their performance track record on or about September 15, 2017: (1) age-band 0-3; (2) age-band 7-9; (3) age-band 12-13; and (4) age-band 17. Performance information through September 15, 2017 represents (1) the prior age-bands and prior Underlying Portfolio allocations for the Age-Based Portfolios and (2) the prior Underlying Portfolio allocations for the Static Portfolios and may not be indicative of future results.

Performance information may reflect historical or current expense waivers or reimbursements of the underlying fund(s), without which, performance would have been lower. For more information on fee waivers and/or expense reimbursements, please see the expenses table in the prospectus.

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 Life Insurance Company.

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, Hartford Life Insurance Company, 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.

The Hartford SMART529 is available to all investors. West Virginia (WV) provides certain tax advantages to WV taxpayers that invest in The Hartford SMART 529. 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 and charges and expenses of SMART529 and its Underlying Funds before investing. This and other information can be found in the Offering Statement for SMART529 and the prospectuses or other disclosure documents for the Underlying Funds. Please read them carefully before investing or sending money. SMART529 college savings plans are distributed by Hartford Funds Distributors, LLC. Member SIPC

"The Hartford" is a registered trademark of Hartford Fire Insurance Company.

"SMART529" is a registered trademark of West Virginia Prepaid Tuition and College Savings Program Board of Trustees.

 

204335