MVIASX Minimum Volatility Equity Income Portfolio - A HIMCO Portfolio

Objective

The trust seeks to provide above average dividend income and lower volatility compared to the broader U.S. equity market with capital appreciation as a secondary objective.

Strategy Description

The trust seeks to achieve its objective by investing in a portfolio primarily consisting of common stocks of large capitalization companies (defined as companies with capitalizations within the collective range of the Russell 1000® and S&P 500 Indices as of the trust’s inception) selected by Hartford Investment Management Company (“HIMCO”). In selecting the portfolio, HIMCO sought to achieve the lowest amount of expected volatility compared to the broad U.S. equity market over the life of the trust subject to a set of reasonable constraints related to quality and dividend yield designed by HIMCO.

Summary Data

Label Value
Symbol MVIASX
Status
Sponsor
Series Series 2019-4Q
Asset Class
Investment Strategy/Goal
Investment Type/Style