Consumer Fund Analytics
|
|
- Mervyn Burke
- 5 years ago
- Views:
Transcription
1 Financial Professional Guide Consumer Fund Analytics Customized Portfolio Analysis For Your Clients IFS-A Ed. 09/2008
2 Making The Right Choice. Asset allocation is perhaps the most important, yet difficult decision when it comes to choosing investment options. Prudential Annuities SM can help. Our investment platform provides you with options that are as simple or sophisticated as you want them to be. We provide four diverse asset allocation strategies, including alternatives, in addition to over 100 individual subaccounts. You have the flexibility to combine our asset allocation portfolios to help lower volatility and increase potential return. Consumer Fund Analytics (CFA) is a portfolio analysis tool that evaluates different investment strategies available within our annuity products. You can create a customized portfolio analysis profile for your client to ensure the selected investment options match up to their investment goals. This brochure walks you through the different features available with CFA, which are highlighted below, and how to use them. n Individual and combined performance of selected investment options and index benchmark comparisons n Morningstar TM quartile rankings and star ratings 1 n Risk/Return analysis of individual and combined portfolios n Asset allocation compositions of equity style and fixed income positions n Top 20 holdings, equity sector and regional exposure analysis n Individual portfolio statistics To run a customized CFA illustration for your client or for any questions on our investment choices, please contact our National Sales Desk at May not be available with all products.
3 annuity features and benefits Inception date: Based on either the longest common start date or selected start date. Performance of the selected portfolio based on the underlying investment options. Choose the comparable index based upon investment objectives. Compare combined portfolio performance to your selected benchmark index performance. Past performance does not guarantee future results. Please note: Although the subaccounts and initial allocation depicted in this historical illustration may represent the holding within an asset allocation model, the holdings may not represent the current allocation of that particular model. Our asset allocation models are actively managed, as such, the holdings are subject to change. Additionally, the portfolio shown is not intended to represent the performance of any asset allocation model, which would be lower due to the additional fees associated with these models. For our most recent standardized and non-standardized sub-account performance please call our National Sales Desk at
4 Optional living benefits Based on the ranking of the subaccounts total return relative to other subaccounts in its category. 1st Quartile Ranking = top 25% 2nd Quartile Ranking = 26% to 50% 3rd Quartile Ranking = 51% to 75% 4th Quartile Ranking = 76% to 100% Morningstar Star Ratings are based on a subaccount s monthly performance which places more emphasis on downward variations and rewarding consistent performance. Star ratings based on subaccounts in the same category. HHHHH - top 10% HHHH - next 22.5% HHH - next 35% HH - next 22.5% H - bottom 10% Morningstar Ratings are proprietary and do not rank portfolios with less than three years history. In addition, Morningstar rating metrics are not predictive measures and do not constitute a buy/sell recommendation. May not be available with all products. 2
5 annuity features and benefits This chart depicts the risk and the return for the selected individual subaccounts, and the combined portfolio. Risk is measured by standard deviation, a measure indicating the range of returns. A higher standard deviation indicates the range of returns may be wider, which implies greater volatility, while a lower standard deviation indicates that the range of returns may be narrower, which implies less volatility. The returns shown are average annual non-standardized returns. The standard deviation and return depicted are since 10/31/99. Mix and match any of our investment choices to build the optimal portfolio for your client. Then view the historical risk and return of the combined portfolio plotted on the efficient frontier. Please note that there are additional types of risks that may apply to certain investment options such as credit, interest rate, currency fluctuations, economic, political instability and volatility. 3
6 Optional living benefits This classic pie chart shows the various asset classes that comprise the selected portfolio. Gain a detailed breakdown of the selected portfolio including the percentages in each asset type and equity and fixed income compositions. The composition of the selected subaccounts represents the apportioning of investment assets among stocks, bonds, and cash. The equity and fixed income composition breakdown represent 100% of their respective asset allocation. Portfolio composition is subject to change. 4
7 The top 20 holdings can help point out household company names that your client may be familiar with. Use these sections to determine if the constructed portfolio is overweight in any sector or region. Holding of the subaccounts are subject to change and may not be representative of the current holdings. The Top 20 Holdings are the 20 largest aggregated holdings of the selected subaccounts as of the end of the stated period. The performance figures for these holdings do not reflect the performance of the selected subaccounts. Holdings are not recommendations to buy or sell any security. Different sectors represent different types of issuers, which may be impacted by changing economic conditions. 5
8 one corporate drive shelton, connecticut This brochure does not constitute investment advice. Asset allocation does not ensure a profit or protect against losses. No assurance can be given that a portfolio s objectives will be achieved. Non-Standardized Returns- Non standardized returns are net of all underlying charges but do not reflect deduction of the annual maintenance fee and the contingent deferred sales charges, except where noted. Standardized Returns- Standardized returns, in accordance with SEC rules, are calculated from inception of the subaccount and for the application periods assuming a $1,000 investment made at the beginning of the application period. Standardized returns reflect deduction of all underlying subaccount fees and charges. Variable annuities are appropriate for long-term investing and designed for retirement purposes. Investment return and principal value of an investment will fluctuate so that an investor s unit values, when redeemed, may be worth more or less than their original cost. Withdrawals or surrenders may be subject to contingent deferred sales charge (CDSC). Withdrawals and distributions of taxable amounts are subject to ordinary income tax and, if made prior to age 59 ½, may be subject to an additional 10% federal income tax penalty. Withdrawals, for tax purposes, are deemed to be gains out first. Withdrawals can reduce the living benefit, death benefit and account value. Investors should consider the contract and the underlying portfolios investment objectives, risks, charges and expenses carefully before investing. This and other important information is contained in the prospectuses, which can be obtained by contacting the National Sales Desk. Your clients should read the prospectuses carefully before investing. Variable annuities are issued by Pruco Life Insurance Company (in New York, by Pruco Life Insurance Company of New Jersey), Newark, NJ, or by Prudential Annuities Life Assurance Corporation, Shelton, CT. Prudential Annuities Distributors, Inc., Shelton, CT, distributes all. All are Prudential Financial companies and each is solely responsible for its own financial condition and contractual obligations. Wachovia Corporation is the majority owner and Prudential Financial, indirectly through subsidiaries, is a minority owner of Wachovia Securities, LLC. Prudential Annuities is a business division of Prudential Financial, Inc. Reference to Prudential Annuities as the Highest Daily Company is for marketing purposes only, and does not mean that Prudential Annuities is a corporation or any other legal entity organized under State or Federal law. Prudential, Prudential Financial, the Rock logo and the Rock Prudential logo are registered service marks of The Prudential Insurance Company of America and its affiliates. To run a customized CFA illustration for your client or for any questions on our investment choices, please contact our National Sales Desk at ANNUITIES: NOT FDIC OR GOVERNMENT AGENCY INSURED MAY LOSE VALUE NOT BANK OR CREDIT UNION GUARANTEED WO # IFS-A ORD Ed. 09/2008
Prudential Premier Retirement Variable Annuity B Series SM
Prudential Premier Retirement Variable Annuity B Series SM Portfolio Analysis Customized for: Joe Client Prepared by: John Q. Doe Firm name: Prudential Annuities Date Prepared: February 25, 2011 Pg. 1
More informationGROW YOUR RETIREMENT INCOME EVERY DAY with Highest Daily Lifetime Income v3.0
GROW YOUR RETIREMENT INCOME EVERY DAY with Highest Daily Lifetime Income v3.0 Profile: Joe and Mary Smith Age: 62 Both plan to retire in 5 years Retirement Income Sources: 401(k)s Personal savings Social
More informationPrudential ANNUITIES ANNUITIES UNDERSTANDING. Issued by Pruco Life Insurance Company and by Pruco Life Insurance Company of New Jersey.
Prudential ANNUITIES UNDERSTANDING ANNUITIES Issued by Pruco Life Insurance Company and by Pruco Life Insurance Company of New Jersey. 0160994-00008-00 Ed. 05/2017 Meeting the challenges of retirement
More informationCOUNT ON. INCOME YOU CAN. Prudential DEFINED INCOME VARIABLE ANNUITY
Prudential DEFINED INCOME VARIABLE ANNUITY INCOME YOU CAN COUNT ON. All references to guarantees, including optional benefits, are backed by the claims-paying ability of the issuing company and do not
More informationTurnkey Asset Allocation Options
Turnkey Asset Allocation Options How can Prudential Annuities asset allocation options best help you attain a client s personal financial goals in today s ever-changing market environment? Consider the
More informationPRUDENTIAL PREMIER INVESTMENT VARIABLE ANNUITY. With Premier Investment:
PRUDENTIAL PREMIER INVESTMENT VARIABLE ANNUITY With Premier Investment: Clients can benefit from tax advantages, including tax deferral and tax-free transfers An innovative pro-growth fee structure can
More information2 ADAPTING TO 1 A FLEXIBLE 3 SEEKING TAX- 4,000 2,368 TAXABLE INVESTMENT EARNINGS STRATEGIC MUNICIPAL OPPORTUNITIES FUND KEPT $ KEPT $
www.blackrock.com STRATEGIC MUNICIPAL OPPORTUNITIES FUND Today s income investors are challenged with high taxes, volatile interest rates and greater overall risks. Consider re-evaluating traditional approaches
More informationTIAA-CREF Lifecycle Index 2010 Fund
TIAA-CREF Lifecycle Index 2010 Institutional Class (TLTIX) As of 12/31/17 Portfolio Strategies The Lifecycle Index 2010 seeks high total return over time through a combination of capital appreciation and
More informationOppenheimer Senior Floating Rate Fund
Ticker Symbols: OOSAX (Class A shares), OOSYX (Class Y shares), OOSIX (Class I shares) Performance Summary Portfolio Managers Joseph Welsh, CFA Since 9/99 David Lukkes, CFA Since 10/15 Client Portfolio
More informationEffective on or about July 1, 2003, investment products and services are offered through Prudential Securities, a division of Wachovia Securities,
Effective on or about July 1, 2003, investment products and services are offered through Prudential Securities, a division of Wachovia Securities, LLC. Any reference to Prudential Securities or Prudential
More informationMicro Cap Fund JMCRX
James Advantage Funds Micro Cap Fund JMCRX James Investment Research, Inc., P.O. Box 8, Alpha, Ohio 45301 www.jamesfunds.com info@jamesfunds.com 1-800-99-JAMES Fund Info Fund Statistics as of June 30,
More informationTIAA Access Accounts - TIAA-CREF Lifecycle Funds - Level 4
TIAA Accounts - TIAA-CREF Funds - Level 4 Glidepath Strategy Target-date funds employ glidepaths, which are the planned progression of asset allocation changes (e.g., mix of equity and fixed-income investments)
More informationTIAA Access Accounts - TIAA-CREF Lifecycle Funds - Level 2
Glidepath Strategy Target-date funds employ glidepaths, which are the planned progression of asset allocation changes (e.g., mix of equity and fixed-income investments) along specific points in time. A
More informationPRUDENTIAL. PREMIER RETIREMENT AND PRUDENTIAL PREMIER INVESTMENT Variable Annuities. Join the e-movement. SM REGULATION 60 FORMS PACKET
PRUDENTIAL PREMIER RETIREMENT AND PRUDENTIAL PREMIER INVESTMENT Variable Annuities REGULATION 60 FORMS PACKET Annuities are issued by Pruco Life Insurance Company of New Jersey Join the e-movement. SM
More informationInvest in your future
Investment choices performance report January 31, 2015 MFS Spectrum Annuity Invest in your future Answers to frequently asked questions. What you should know about purchasing a variable annuity What is
More informationVenture 4 Variable Annuity
Venture 4 Variable Annuity Monthly Performance November 30, 2011 Past performance is not a guarantee of future results, and current performance may be lower or higher than the performance quoted. The investment
More informationGrantor Annuity Trust A LEGACY OPPORTUNITY IN A LOW INTEREST RATE ENVIRONMENT
Grantor Annuity Trust A LEGACY OPPORTUNITY IN A LOW INTEREST RATE ENVIRONMENT The Prudential Insurance Company of America 0266054-00005-00 Ed. 06/2016 Exp. 12/29/2017 ABOUT THIS BROCHURE This brochure
More informationLIFE INSURANCE LIFE INSURANCE. Understanding Your Life Insurance Options. Financially protecting those who depend on you may be easier than you think.
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA LIFE INSURANCE Understanding Your Life Insurance Options MANY PEOPLE BENEFIT FROM HAVING A COMBINATION OF BOTH AND LIFE INSURANCE POLICIES offer convenience
More informationInvest in your future
Investment choices performance report September 30, 2018 Multiflex SM Invest in your future Answers to frequently asked questions. What you should know about purchasing a variable annuity What is a variable
More informationInception date 8/01/12 Minimum initial investment $500
INVESTMENT INSIGHTS Dividend & Income Builder Fund HDAVX HDCVX HDIVX December 31, 2016 Investment strategy The Fund is a global diversified portfolio of income-producing securities, primarily dividend
More informationAmerican Funds Target Date Retirement Funds - R6 Share Class
American Funds Retirement Funds - R6 Share Class AS OF 12/31/2017 Glidepath Strategy Target-date funds employ glidepaths, which are the planned progression of asset allocation changes (e.g., mix of equity
More informationInvestment objective The Fund seeks to achieve long-term capital appreciation primarily through investment in equities of non-us companies.
INVESTMENT INSIGHTS International Opportunities Fund HFOAX HFOCX HFOIX HFORX December 3, 06 Investment strategy The Fund primarily invests in equities listed on European, Australasian and Far Eastern (EAFE)
More informationblend Large value large blend Large 1,208 Large Diversified Emerging
4Q.2018 DCIO Focus Funds The following pages highlight a full range of investment options to serve all asset allocation needs including core and alternative options. Each fund is listed with its current
More informationJames Advantage Funds Small Cap Fund JASCX
James Advantage Funds Small Cap Fund JASCX James Investment Research, Inc., P.O. Box 8, Alpha, Ohio 45301 www.jamesfunds.com info@jamesfunds.com 1-800-99-JAMES SEPTEMBER 30, 2018 Fund Info Fund Statistics
More informationLife Insurance in Retirement Planning HOW PERMANENT LIFE INSURANCE CAN HELP MEET YOUR DEATH BENEFIT NEEDS AND ENHANCE YOUR RETIREMENT.
Life Insurance in Retirement Planning HOW PERMANENT LIFE INSURANCE CAN HELP MEET YOUR DEATH BENEFIT NEEDS AND ENHANCE YOUR RETIREMENT. 0251133 Ed. 07/2017 0251133-00007-00 Exp. 07/07/2018 Did You Know?
More informationPrudential Premier Retirement
Financial Professional Guide Prudential Premier Retirement Variable Annuities Products, Optional Benefits and Investments Guide 0171228-00003-00 Ed. 05/2010 Prudential Annuities, The Highest Daily Company
More informationGlobal Equity Income Fund
INVESTMENT INSIGHTS Global Equity Income Fund HFQAX HFQCX HFQIX December 31, 2016 Investment strategy The Fund primarily invests in global income-producing equities with an international bias. The Fund
More informationWells Fargo Dow Jones Target-Date Funds - R6 Share Class
Wells Fargo Dow Jones Target-Date s - R6 Share Class Glidepath Strategy Target-date funds employ glidepaths, which are the planned progression of asset allocation changes (e.g., mix of equity and fixed-income
More informationMid Cap Fund JAMDX. James Investment Research, Inc., P.O. Box 8, Alpha, Ohio
James Advantage Funds Mid Cap Fund JAMDX James Investment Research, Inc., P.O. Box 8, Alpha, Ohio 45301 www.jamesfunds.com info@jamesfunds.com 1-800-99-JAMES DECEMBER 31, 2017 Fund Info Fund Statistics
More informationTIAA-CREF Lifecycle Funds - Retirement Share Class
TIAA-CREF Lifecycle s TIAA-CREF Lifecycle s - Retirement Share Class Glidepath Strategy Target-date funds employ glidepaths, which are the planned progression of asset allocation changes (e.g., mix of
More informationAsset manager profiles
SECTION 1 Asset manager profiles John Hancock New York All financial obligations under the group annuity contract are the sole obligation of John Hancock Life Insurance Company of New York. 4 Committed
More informationVanguard Target Retirement Funds - Investor Share Class
Funds - Investor Share Class Glidepath Strategy -date funds employ glidepaths, which are the planned progression of asset allocation changes (e.g., mix of equity and fixed-income investments) along specific
More informationInvest in your future
Investment choices performance report March 31, 2018 Nationwide Variable Annuity Invest in your future Answers to frequently asked questions. What you should know about purchasing a variable annuity What
More informationTIAA-CREF Lifecycle Index Funds - Institutional Share Class
TIAA-CREF Funds - Institutional Share Class Glidepath Strategy Target-date funds employ glidepaths, which are the planned progression of asset allocation changes (e.g., mix of equity and fixed-income investments)
More informationTIAA-CREF Lifecycle Funds - Retirement Share Class
TIAA-CREF Funds TIAA-CREF Funds - Retirement Share Class Glidepath Strategy Target-date funds employ glidepaths, which are the planned progression of asset allocation changes (e.g., mix of equity and fixed-income
More informationAspiriant Risk-Managed Equity Allocation Fund RMEAX Q4 2018
Aspiriant Risk-Managed Equity Allocation Fund Q4 2018 Investment Objective Description The Aspiriant Risk-Managed Equity Allocation Fund ( or the Fund ) seeks to achieve long-term capital appreciation
More informationDoes greater risk equal greater reward?
Does greater risk equal greater reward? The simple answer is not always, which is why investors may look at lower-volatility fund options like GuideStone s Defensive Market Strategies Fund. The Fund aims
More informationTIAA-CREF Lifecycle Index Funds - Institutional Share Class
TIAA-CREF Funds - Institutional Share Class Glidepath Strategy Target-date funds employ glidepaths, which are the planned progression of asset allocation changes (e.g., mix of equity and fixed-income investments)
More informationMAKE EVERY DAY COUNT. HIGHEST DAILY Lifetime Income benefit FOR YOUR RETIREMENT. Prudential Premier Retirement
Prudential Premier Retirement HIGHEST DAILY Lifetime Income benefit MAKE EVERY DAY COUNT FOR YOUR RETIREMENT Issued by Pruco Life Insurance Company and by Pruco Life Insurance Company of New Jersey. This
More informationVanguard Target Retirement Funds - Investor Share Class
Vanguard Funds - Investor Share Class Date AS OF 09/30/2017 Glidepath Strategy -date funds employ glidepaths, which are the planned progression of asset allocation changes (e.g., mix of equity and fixed-income
More informationThe rates below apply for applications signed between November 15, 2017 and December 14, Income Growth Rate: 5.00% Income Percentages
PRUDENTIAL DEFINED INCOME ( PDI ) VARIABLE ANNUITY PRUCO LIFE INSURANCE COMPANY PRUCO LIFE FLEXIBLE PREMIUM VARIABLE ANNUITY ACCOUNT PRUCO LIFE INSURANCE COMPANY OF NEW JERSEY PRUCO LIFE of NEW JERSEY
More informationMANAGING YOUR COSTS IN RETIREMENT
MANAGING YOUR COSTS IN RETIREMENT Issued by Pruco Life Insurance Company and by Pruco Life Insurance Company of New Jersey. 0267259-00004-00 Ed. 04/2017 have you accounted for healthcare in your retirement
More informationIS THE BEST OFFENSE A GOOD DEFENSE? A NEW APPROACH TO PREPARING FOR MARKET VOLATILITY
IS THE BEST OFFENSE A GOOD DEFENSE? A NEW APPROACH TO PREPARING FOR MARKET VOLATILITY No one can look to the past and forecast exactly when Volatility is unpredictable. it will come or when it will go.
More informationWHAT MATTERS MOST. A woman s guide to an inspired retirement strategy
WHAT MATTERS MOST A woman s guide to an inspired retirement strategy Issued by Pruco Life Insurance Company (in New York, issued by Pruco Life Insurance Company of New Jersey). 0250519-00002-00 Ed. 01/2014
More informationAsset manager profiles
SECTION 1 Asset manager profiles John Hancock USA All financial obligations under the group annuity contract are the sole obligation of John Hancock Life Insurance Company (U.S.A.). John Hancock is a division
More informationVanguard Institutional Target Retirement Funds
Vanguard Funds Date AS OF 09/30/2017 Glidepath Strategy -date funds employ glidepaths, which are the planned progression of asset allocation changes (e.g., mix of equity and fixed-income investments) along
More informationSEEKING A BALANCE OF SAFETY AND TOTAL RETURN
SEEKING A BALANCE OF SAFETY AND TOTAL RETURN PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. MORNINGSTAR OVERALL RATING Class R Class A, Q, and Z Positive performance in the past 26 out of 27 years Portfolio
More informationThe rates below apply for applications signed between July 15, 2018 and August 14, Income Growth Rate: 5.00% Income Percentages
PRUDENTIAL DEFINED INCOME ( PDI ) VARIABLE ANNUITY PRUCO LIFE INSURANCE COMPANY PRUCO LIFE FLEXIBLE PREMIUM VARIABLE ANNUITY ACCOUNT PRUCO LIFE INSURANCE COMPANY OF NEW JERSEY PRUCO LIFE of NEW JERSEY
More informationThe rates below apply for applications signed between April 15, 2018 and May 14, Income Growth Rate: 5.00% Income Percentages
PRUDENTIAL DEFINED INCOME ( PDI ) VARIABLE ANNUITY PRUCO LIFE INSURANCE COMPANY PRUCO LIFE FLEXIBLE PREMIUM VARIABLE ANNUITY ACCOUNT PRUCO LIFE INSURANCE COMPANY OF NEW JERSEY PRUCO LIFE of NEW JERSEY
More informationAdditional series available. Morningstar TM Rating. Funds in category
Sun Life Milestone 2035 Fund Series A $14.8651 Net asset value per security (NAVPS) as of February 12, 2018 $0.1080 0.73% Benchmark Blended benchmark Fund category 2035 Target Date Portfolio Additional
More informationWelcome. Charitable Endowment With Life Insurance
Welcome Charitable Endowment With Life Insurance Prudential, Prudential Financial, the Rock logo, and the Rock Prudential logo are registered service marks of The Prudential Insurance Company of America,
More informationThe Johns Hopkins University 403(b) Retirement Plans Notice of Default Investments
The Johns Hopkins University 403(b) Plans Notice of Default Investments The University s Active 403(b) Plans The Johns Hopkins University sponsors the Johns Hopkins University 403(b) Plan and the Johns
More informationInvest in your future
Investment choices performance report August 31, 2018 Waddell & Reed Advisors Select Preferred Annuity 2.0 SM Invest in your future Answers to frequently asked questions. What you should know about purchasing
More informationPruLife Custom Premier II
THE PROTECTION OF LIFE INSURANCE. THE POTENTIAL FOR LONG-TERM GROWTH. PruLife Custom Premier II NOT FOR USE IN CA Issued by Pruco Life Insurance Company In New York, it is issued by Pruco Life Insurance
More informationFidelity Variable Insurance Products Real Estate Portfolio Initial Class
Equity 3-31-217 This fact sheet is provided because the Investment Division is available within a variable universal life policy issued by New York Life Insurance and Annuity Corporation. Variable Universal
More informationInvest in your future
Investment choices performance report August 31, 2018 Waddell & Reed Advisors Select Plus Annuity SM Invest in your future Answers to frequently asked questions. What you should know about purchasing a
More informationBoston Partners Managed Mutual Funds
Percentile Rankings vs. Morningstar Category: September 0, 08 Strategy Institutional Shares Ticker Overall Morningstar Rating Return Rank Return Rank Return Rank Return Rank Return Rank BP All-Cap Value
More informationVUL Protector PROTECTION. FLEXIBILITY. GROWTH. Issued by Pruco Life Insurance Company.
VUL Protector PROTECTION. FLEXIBILITY. GROWTH. Issued by Pruco Life Insurance Company. ICC14 VULNLG-2014; VULNLG-2014 NOT FOR USE IN CA. 0263083 [ML# ] 0263083-00001-00 Ed. 04/2014 Exp. 10/24/2015 ABOUT
More informationInvest in your future
Investment choices performance report September 30, 2018 Waddell & Reed Advisors Select Annuity SM Invest in your future Answers to frequently asked questions. What you should know about purchasing a variable
More informationCREF Money Market Account
CREF Money Market Account Money Market As of 9/30/2017 Account Net Assets $9.55 Billion Inception Date 4/24/2015 CUSIP 194408217 Symbol QCMMIX Industry Average imoneynet Money Fund Averages - All Government
More informationRETIREMENT INCOME CERTAINTY STARTS TODAY
RETIREMENT INCOME CERTAINTY STARTS TODAY Prudential Immediate Income Annuity Annuities are issued by The Prudential Insurance Company of America, Newark, NJ. This material must be preceded or accompanied
More informationInvest in your future
Investment choices performance report September 30, 2018 Waddell & Reed Advisors Select Preferred Annuity SM Invest in your future Answers to frequently asked questions. What you should know about purchasing
More informationAIG Focused Dividend Strategy Fund
Class A: FDSAX Class B: FDSBX Class C: FDSTX Class W: FDSWX 5-Star Overall Morningstar Rating (out of 1,108 funds in the Large Value category, based on risk-adjusted performance as of 9/30/17) Please see
More informationOppenheimer Discovery Mid Cap Growth Fund
Ticker Symbols: OEGAX (Class A shares), OEGYX (Class Y shares), OEGIX (Class I shares) Portfolio Managers Ronald Zibelli, CFA Since 6/07 Justin Livengood, CFA Since 2/14 Client Portfolio Manager Emanuele
More informationOppenheimer Discovery Fund
Ticker Symbols: OPOCX (Class A shares), ODIYX (Class Y shares), ODIIX (Class I shares) Performance Summary Portfolio Managers Ronald Zibelli, CFA Since 6/06 Ash Shah, CFA, CPA Since 2/14 Client Portfolio
More informationFOR WOMEN WHY IT S DIFFERENT. What Matters Most for RETIREMENT PLANNING
What Matters Most for RETIREMENT PLANNING WHY IT S DIFFERENT FOR WOMEN Issued by Pruco Life Insurance Company and by Pruco Life Insurance Company of New Jersey. 0250519-00006-00 Ed. 09/2017 YOUR LIFE IS
More informationTIAA Brokerage: For non-retirement accounts Investing as you like it
TIAA Brokerage: For non-retirement accounts Investing as you like it From our retirement roots, TIAA has continued to evolve and grow our financial services organization. We remain true to our not-for-profit
More informationThis material has been prepared by Principal Trust Company, which is not affiliated with Prudential Retirement. Prudential Retirement serves as
This material has been prepared by Principal Trust Company, which is not affiliated with Prudential Retirement. Prudential Retirement serves as recordkeeper for your plan, but does not make any representations
More informationJPMorgan Funds statistics report: Mortgage-Backed Securities Fund
NOT FDIC INSURED NO BANK GUARANTEE MAY LOSE VALUE JPMorgan Funds statistics report: Mortgage-Backed Securities Fund Must be preceded or accompanied by a prospectus. jpmorganfunds.com Table of contents
More informationOppenheimer Capital Appreciation Fund/VA Non-Service Shares
Equity 3-31-217 This fact sheet is provided because the Investment Division is available within a variable universal life policy issued by New York Life Insurance and Annuity Corporation. Variable Universal
More informationSUBJECT TO COMPLETION PRELIMINARY PROSPECTUS DATED APRIL 27, 2015
ˆ200GVdJVHz#5ecxc/Š 200GVdJVHz#5ecxc/ RRWIN-XENP144 11.5.22 MARrobej0dc 22-Jan-2015 16:54 EST 807224 COV 1 11* The information in this Prospectus is not complete and may be changed. We may not sell these
More informationBALANCED FUND. 25 Years of Dynamic Asset Allocation. 4Q17 Asset Allocation. Overall Morningstar Rating TM
4Q17 Asset Allocation BALANCED FUND 25 Years of Dynamic Asset Allocation A: JDBAX C: JABCX I: JBALX N: JABNX R: JDBRX S: JABRX T: JABAX Overall Morningstar Rating TM Based on risk adjusted returns as of
More informationAsset manager profiles
SECTION 1 Asset manager profiles John Hancock USA All financial obligations under the group annuity contract are the sole obligation of John Hancock Life Insurance Company (U.S.A.). John Hancock is a division
More informationJANUS CAPITAL GROUP INC. ANNOUNCES FOURTH QUARTER AND FULL YEAR 2014 RESULTS
JANUS CAPITAL GROUP INC. ANNOUNCES FOURTH QUARTER AND FULL YEAR 2014 RESULTS January 22, 2015 DENVER Janus Capital Group Inc. ( JCG ) (NYSE: JNS) today reported fourth quarter net income of $46.7 million,
More informationT. Rowe Price New America Growth Portfolio
Equity 3-31-217 This fact sheet is provided because the Investment Division is available within a variable universal life policy issued by New York Life Insurance and Annuity Corporation. Variable Universal
More informationQualified Default Investment Alternative (QDIA) Initial Notice
Qualified Default Investment Alternative (QDIA) Initial Notice Western New England University Defined Contribution Plan Qualified Default Investment Alternative Initial Notice You are receiving this notice
More informationYour Retirement Workbook
02/26/2016 763704 000000 Plan Level Your Retirement Workbook Stein Mart, Inc. Retirement Plan Prudential Retirement 200 Wood Avenue South Iselin, NJ 08830 Prudential Retirement, Prudential Financial, PRU,
More informationAsset manager profiles
SECTION 1 Asset manager profiles John Hancock USA All financial obligations under the group annuity contract are the sole obligation of John Hancock Life Insurance Company (U.S.A.). John Hancock is a division
More informationSmart Beta ETFs: 3 ways to address investor needs
Smart Beta ETFs: 3 ways to address investor needs Help achieve investor goals with smart beta ETFs This guide highlights three ways investors are using ishares smart beta ETFs: 1 Lower volatility can help
More informationQuarterly fund statistics
Quarterly fund statistics as of SEPTEMBER 30, 2015 Variable Annuity Not a deposit Not FDIC or NCUSIF insured Not guaranteed by the institution Not insured by any federal government agency May lose value
More informationInvest in your future
Investment choices performance report October 31, 2018 The Best of America All American Annuity SM Invest in your future Answers to frequently asked questions. What you should know about purchasing a variable
More informationInvesco Diversified Dividend Fund. Building a solid foundation
Invesco Diversified Dividend Fund Building a solid foundation of dividend growers Equity Objective Seeks long-term capital growth with current income as its secondary objective Symbols A: LCEAX C: LCEVX
More informationA dynamic approach to investing
Portfolio Stabilizer funds available with a RiverSource variable annuity A dynamic approach to investing Issued by RiverSource Life Insurance Company, and in New York by RiverSource Life Insurance Co.
More informationMainStay VP U.S. Government Money Market Initial Class
Fixed Income 3-31-217 This fact sheet is provided because the Investment Division is available within a variable universal life policy issued by New York Life Insurance and Annuity Corporation. Variable
More informationInvest in your future
Investment choices performance report October 31, 2018 The Best of America ElitePRO Classic SM Invest in your future Answers to frequently asked questions. What you should know about purchasing a variable
More informationAdditional series available. Morningstar TM Rating. Funds in category 209. Fixed inc style Credit quality % BB 13.5 B 1.1. Not Rated 11.
Sun Life Templeton Global Bond Fund Investment objective Series A $8.4773 CAD Net asset value per security (NAVPS) as of November 02, 2018 $0.0518 0.61% Benchmark JP Morgan Global Government Bond C$ Index
More informationWells Fargo High Yield Bond Fund
All information is as of 9-30-17 unless otherwise indicated. General fund information Ticker: EKHIX Portfolio manager: Margaret D. Patel Subadvisor: Wells Capital Management Inc. Category: High-yield bond
More informationCOLUMBIA DIVIDEND INCOME FUND
COLUMBIA DIVIDEND INCOME FUND FOR SUSTAINABLE INCOME, FOCUS ON FREE CASH FLOW Share Class Symbol A Advisor C Institutional Institutional 2 Institutional 3 R LBSAX CVIRX LBSCX GSFTX CDDRX CDDYX CDIRX Why
More informationAdditional series available. Morningstar TM Rating. Funds in category 411. Equity style Market cap % Micro 2.0. Canada 56.9 as of February 28, 2018
Sun Life Dynamic Equity Income Fund Investment objective Series A $10.6262 Net asset value per security (NAVPS) as of June 06, 2018 $0.0277 0.26% Benchmark S&P/TSX Composite Index Fund category Canadian
More informationPortfolio Navigator Asset Allocation Program Performance
Portfolio Navigator Asset Allocation Program Performance For use with Evergreen Pathways SM Select Variable Annuity (Contract Option L) performance Issued by RiverSource Life Insurance Company (RiverSource
More informationPACIFIC FUNDS SM DIVERSIFIED ALTERNATIVES
PACIFIC FUNDS SM DIVERSIFIED ALTERNATIVES AN ALTERNATIVE ASSET CLASS SOLUTION AS OF 12/31/17 MFC0769-1217 DIVERSIFY TO HELP MANAGE MARKET VOLATILITY AND GENERATE SMOOTHER RETURNS Many investors are looking
More informationYOU DESERVE BOTH. PROTECTION AND GROWTH OPPORTUNITY. PruSecure Select SM FIXED INDEXED ANNUITY. Prudential Annuities
Prudential Annuities PruSecure Select SM FIXED INDEXED ANNUITY PROTECTION AND GROWTH OPPORTUNITY. YOU DESERVE BOTH. Issued by Prudential Annuities Life Assurance Corporation. This material must be preceded
More informationT. Rowe Price Blue Chip Growth Portfolio
Equity 3-31-217 This fact sheet is provided because the Investment Division is available within a variable universal life policy issued by New York Life Insurance and Annuity Corporation. Variable Universal
More informationAdditional series available. Morningstar TM Rating. Funds in category. Equity style Market cap %
Sun Life BlackRock Canadian Equity Fund Series A $13.5549 Net asset value per security (NAVPS) as of January 04, 2018 $0.0452 0.33% Benchmark S&P/TSX Capped Composite Index Fund category Canadian Focused
More informationPrincipal LifeTime Hybrid 2010 CIT Z15 as of 12/31/2017
Principal LifeTime Hybrid 2010 CIT Z15 as of 12/31/2017 Investment Strategy The investment option seeks a total return consisting of long-term growth of capital and current income. To pursue its goal,
More informationThe Investment Profile Page User s Guide
User s Guide The Investment Profile Page User s Guide This guide will help you use the Investment Profile to your advantage. For more information, we recommend you read all disclosure information before
More informationBoston Partners Managed Mutual Funds
Percentile Rankings vs. Morningstar Category: June 0, 08 Strategy Institutional Shares Ticker Overall Morningstar Rating Return Rank Return Rank Return Rank Return Rank Return Rank BP All-Cap Value Fund
More informationMonetta Core Growth Fund. Quarterly Fact Sheet monetta.com Monetta Core Growth Fund S&P 500 Index
Monetta Core Growth Fund (MYIFX) March 31, 2019 Monetta Financial Services, Inc. Quarterly Fact Sheet monetta.com 1-800-241-9772 Fund Overview U.S. Large-Cap Growth Combines passive and active components
More informationAdditional series available. Morningstar TM Rating - Funds in category - Equity style Market cap %
Sun Life MFS Low Volatility International Equity Fund Investment objective Series A $8.7749 Net asset value per security (NAVPS) as of April 1, 2018 $0.0005 0.01% Benchmark MSCI EAFE C$ Index Fund category
More informationGlobal Atlantic BlackRock Disciplined Value Portfolio
INVESTMENT ADVISORS Global Atlantic BlackRock Disciplined Value Portfolio Class I, II and III Shares Summary Prospectus April 27, 2018 Before you invest, you may want to review the Portfolio s prospectus,
More information