Use the following fund fact sheets to help determine if a particular underlying fund should be part of your variable annuity investment portfolio.
Definitions
| Fund Description |
Fund Investment Policy |
| Sector Weightings |
a listing of the market sectors in which the fund invests |
| Top 10 Holdings |
the top 10 stocks or bonds held by the fund |
| Total Net Assets |
a summarized breakdown of the fund's investments |
| Beta (if applicable) |
a measure of the volatility, or systematic risk, of the fund in comparison to the market as a whole |
| Benchmark |
a standard against which the performance of the fund can be measured |
| Manager Information |
a listing of the market sectors in which the fund invests |
| Sector Weightings |
background information on the person(s) or team that manages the fund |
Variable Annuities No Longer Sold
Personal Retirement Planner
WBAN-0505 (06/17)