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Investment Options

Age-Based Portfolios

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.

 

 
 
Underlying Funds for Age-Based Portfolios

 

Static Portfolios

Aggressive
Growth

Aggressive Growth pie chart

Growth

Growth pie chart

Balanced

Balanced pie chart

Conservative Balanced

Conservative pie chart
Checks &
Balances

Checks and Balances pie chart
Aggressive Growth
Aggressive Growth pie chart
Growth
Growth pie chart
Balanced
Balanced pie chart
Conservative Balanced
Conservative pie chart
Checks & Balances
Checks and Balances pie chart
 
 
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 13 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 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 Fund
SMART529 Stable Value Portfolio

 

West Virginia College Prepaid Tuition and Savings Program Board of Trustees 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.

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.

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.

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.

"The Hartford" is The Hartford Financial Services Group, Inc. and its subsidiaries.

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The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, ETF or closed-end interval fund prospectus or summary prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds and the closed-end interval fund are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. Exchange-traded products are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

© Copyright 2021 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value