Ameritas Advisor Select No Load Variable Annuity (ProFunds)
Investment Model Portfolios

Investment options of Ameritas Advisor Select No Load Variable Annuity (ProFunds)

Total Available Funds: 21
Asset Class Ticker Description
FIXED INCOME
High Yield Bond FYAIX Access Flex High Yield Inv
LONG GOVERNMENT GVPIX ProFunds US Government Plus Inv
Others
Bear Market BRPIX ProFunds Bear Inv
ROOT CASH CASH
Equity Energy ENPIX ProFunds UltraSector Oil & Gas Investor
EQUITY PRECIOUS METALS PMPIX ProFunds Precious Metals UltraSector Inv
Bear Market RRPIX ProFunds Rising Rates Opp Inv
Bear Market SOPIX ProFunds Short NASDAQ-100 Inv
Bear Market SHPIX ProFunds Short Small Cap Inv
US EQUITY
LARGE BLEND BLPIX ProFunds Bull Inv
LARGE VALUE DIA ProFunds Dow 30
MID-CAP VALUE MLPIX ProFunds Mid Cap Value Inv
LARGE GROWTH OTPIX ProFunds NASDAQ-100 Inv
SMALL BLEND SLPIX ProFunds Small Cap Inv
SMALL VALUE SVPIX ProFunds Small Cap Value Inv
LARGE BLEND ULPIX ProFunds UltraBull Inv
MID-CAP BLEND UMPIX ProFunds UltraMid Cap Inv
LARGE GROWTH UOPIX ProFunds UltraNASDAQ-100 Inv
SMALL BLEND UAPIX ProFunds UltraSmall Cap Inv
INTERNATIONAL EQUITY
EUROPE STOCK UEPIX ProFunds Europe 30 Inv
REAL ESTATE
REAL ESTATE REPIX ProFunds Real Estate UltraSector Inv

Investment model portfolios

We provide two types of investment model portfolios for Ameritas Advisor Select No Load Variable Annuity (ProFunds) 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Ameritas Advisor Select No Load Variable Annuity (ProFunds) Strategic Asset Allocation - Optimal Moderate NA 19.21% 5.74% 8.10% 5.03% 6.13% 5.50% 4.85%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%

Tactical Asset Allocation Model Portfolio

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

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Ameritas Advisor Select No Load Variable Annuity (ProFunds) Tactical Asset Allocation Moderate NA 13.31% 5.18% 6.06% 2.13% 4.48% 4.88% 5.40%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%