John Hancock Venture Vantage Variable Annuities Plan
Investment Model Portfolios

This plan is based on a user’s input.

Investment options of John Hancock Venture Vantage Variable Annuities Plan

Total Available Funds: 71
Asset Class Ticker Description
US EQUITY
LARGE BLEND JEINX MFC Global 500 Index
LARGE BLEND JHBHX DeAM All Cap Core
LARGE BLEND LAVYX Lord Abbett All Cap Value
LARGE BLEND HVCBX American Funds American BlueChip Inc & Growth
LARGE GROWTH IAFSX American Funds American Growth
LARGE BLEND IAFGX American Funds American Growth-Income
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth
LARGE GROWTH HACAX Jennison Associates LLC,Capital Appreciation
LARGE VALUE PRFDX T. Rowe Price Equity-Income
LARGE BLEND JHFLX Davis Fundamental Value
LARGE GROWTH BLGIX UBS Global AM Large Cap
LARGE VALUE MALVX Black Rock Large Cap Value
LARGE BLEND JILAX MFC Global Lifestyle Aggressive
LARGE BLEND JILGX MFC Global Lifestyle Growth
MID-CAP BLEND JECIX MFC Global Mid Cap Index
Mid-Cap Growth JHMSX Wellington Management Mid Cap Stock
MID-CAP VALUE TRMCX T. Rowe Price Mid Value
LARGE BLEND JEQAX MFC Global Optimized All Cap
LARGE VALUE JHQVX MFC Global Optimized Value
Small Growth JHSRX Wellington Management Small Cap Growth
SMALL BLEND JESIX MFC Global Small Cap Index
SMALL BLEND DFSTX Invesco Advisers/Dimensional Financial Advisors,Small Cap Opportunities
SMALL VALUE JSCNX Wellington Management Small Cap Value
SMALL BLEND PRSVX T. Rowe Price Small Company Value
Small Growth RSMYX Frontier /Perimeter/MFC Global Spmaller Company Growth
LARGE BLEND JETSX MFC Global Total Stock Market Index
LARGE VALUE MAVVX Van Kampen Value
FIXED INCOME
Intermediate-Term Bond JHADX Declaration and MFC Global Active Bond
Intermediate-Term Bond RBFFX American Funds American Bond
High Yield Muni RBHFX American Funds American High-Income Bond
Intermediate-Term Bond ESBIX Wells Capital Core Bond
WORLD BOND TGBAX Templeton Global Global
WORLD BOND PIGLX PIMCO Global Bond
High Yield Bond JHAQX MFC Global High Income
High Yield Bond WAHYX Western Asset Management High Yield
Intermediate-Term Bond JHQBX Wellington Management Investment Quality Bond
Inflation-Protected Bond PRRIX PIMCO Real Return Bond
SHORT GOVERNMENT JSTNX MFC Global Investment Management Short Term Government Income
Multisector Bond JHSEX Western Asset Management Strategic Bond
Multisector Bond JESNX MFC Global Strategic Income Opportunities
Intermediate-Term Bond JBINX Declaration Total Bond Market A
Intermediate-Term Bond PTTRX PIMCO Total Return
High Yield Bond JHHLX Wells Capital U.S. High Yield Bond
ULTRASHORT BOND MWUIX MFC Global Ultra Short Term Bond
Others
Moderate Allocation HVABX American Funds American Asset Allocation
Moderate Allocation CORIX JHIMS Core Allocation
Moderate Allocation SVBAX JHIMS Core Balanced
World Allocation JGBNX JHIMS Core Disciplined Diversification
Moderate Allocation JAFOX MFC Global Core Fundamental Holdings
World Allocation JAGOX MFC Global Core Global Diversification
Moderate Allocation JIAOX MFC Global Core Strategy
Financial DVFYX Davis Financial Services
Health PRHSX T. Rowe Price Health Sciences
Moderate Allocation JILBX MFC Global Lifestyle Balanced
Conservative Allocation JILCX MFC Global Lifestyle Conservative
ROOT ILOSX MFC Global Lifestyle Moderate
ROOT CASH MFC Global Money Market
Natural Resources JHNRX Wellington Management Natural Resources
Moderate Allocation PAAIX PIMCO PIMCO VIT All Asset Portfolio
Technology PRSCX RCM and T Rowe Price Science & Technology
Utilities MMUIX MFS Utilities
INTERNATIONAL EQUITY
WORLD STOCK HVLBX American Funds American Global Growth
WORLD STOCK HVSBX American Funds American Global Small Capitalization
Foreign Large Blend VGTSX American Funds American International
Foreign Large Value GMIEX GMO International Core
Foreign Large Blend JEIEX SSgA FM,International Equity Index
Foreign Large Growth JHIOX Marsico,International Opportunities
Foreign Small/Mid Value DFISX Dimensional Fund Advisors (DFA),International Small Company
Foreign Large Value JIVIX Templeton International Value
Emerging Market
DIVERSIFIED EMERGING MKTS RNWFX American Funds American New World
REAL ESTATE
REAL ESTATE MRESX DeAM Real Estate Securities

Investment model portfolios

We provide two types of investment model portfolios for John Hancock Venture Vantage Variable Annuities Plan participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
John Hancock Venture Vantage Variable Annuities Plan Strategic Asset Allocation – Optimal Moderate NA -5.63% 2.86% 2.79% 7.71% 6.47% NA
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61%
Data as of 10/31/2018, Common starting date is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
John Hancock Venture Vantage Variable Annuities Plan Tactical Asset Allocation Moderate NA 18.24% 6.38% 5.03% 7.41% 8.91% NA
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 31.33% 14.78% 11.54% 13.40% 8.87% 5.94%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 19.30% 8.53% 6.10% 7.40% 5.77% 5.17%
Data as of 12/31/2019, Common starting date is 12/31/2000

Asset Allocation Composite Model Portfolio

The following model portfolio is based on the MyPlanIQ Asset Allocation Composite (AAC) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
John Hancock Venture Vantage Variable Annuities Plan Asset Allocation Composite Moderate NA 1.70% 6.73% 5.00% 9.07% 7.88% NA
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61%
Data as of 10/31/2018, Common starting date is 12/31/2000