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Met Life MLI USA Variable Annuity Series L
Investment Model Portfolios

This plan has many proxy funds as it uses all SMA (Separate Managed Accounts). 

Investment options of Met Life MLI USA Variable Annuity Series L

Total Available Funds: 43
Asset Class Ticker Description
FIXED INCOME
High Yield Bond FYAIX Access VP High Yield
High Yield Bond TDHIX TA AEGON High Yield Bond
Intermediate Government AMUSX TA AEGON U.S. Government Securities
Intermediate-Term Bond JCBUX TA JPMorgan Core Bond
Intermediate-Term Bond PTTRX TA PIMCO Total Return
Others
Moderate Allocation ABWIX AllianceBernstein Balanced Wealth Strategy Portfolio
Aggressive Allocation FFAAX Franklin Templeton VIP Founding Funds Allocation Fund
NotFound NotFound TA AEGON Active Asset Allocation - Conservative
NotFound NotFound TA AEGON Active Asset Allocation - Moderate
NotFound NotFound TA AEGON Active Asset Allocation - Moderate Growth
ROOT CASH TA AEGON Money Market
World Allocation ADADX TA AllianceBernstein Dynamic Allocation
Conservative Allocation ICLAX TA Asset Allocation - Conservative
Moderate Allocation IMOAX TA Asset Allocation - Moderate
Aggressive Allocation IMLAX TA Asset Allocation - Moderate Growth
World Allocation MALOX TA BlackRock Global Allocation
Conservative Allocation IGTCX TA BlackRock Tactical Allocation
Conservative Allocation IGTIX TA Hanlon Income
EQUITY TAV TA JPMorgan Enhanced Index
Aggressive Allocation NAINX TA JPMorgan Tactical Allocation
Moderate Allocation JBALX TA Janus Balanced
EQUITY TAV TA Multi-Managed Balanced
NotFound NotFound TA PIMCO Tactical - Balanced VP
NotFound NotFound TA PIMCO Tactical - Conservative VP
NotFound NotFound TA PIMCO Tactical - Growth VP
NotFound NotFound TA Vanguard ETF Portfolio - Balanced VP
NotFound NotFound TA Vanguard ETF Portfolio - Growth VP
US EQUITY
LARGE BLEND VPCSX Fidelity - VIP Contrafund® Portfolio - Service Class 2
LARGE VALUE IFVEX Fidelity - VIP Equity-Income Portfolio - Service Class 2
LARGE GROWTH VPGSX Fidelity - VIP Growth Opportunities Portfolio - Service Class 2
LARGE BLEND FXSIX Fidelity - VIP Index 500 Portfolio - Service Class 2
LARGE BLEND IAAAX TA Asset Allocation - Growth
LARGE GROWTH VWUSX TA BNP Paribas Large Cap Growth VP
LARGE VALUE OIBHX TA Barrow Hanley Dividend Focused VP
LARGE GROWTH PJFZX TA Jennison Growth
LARGE GROWTH MSEQX TA Morgan Stanley Capital Growth
Mid-Cap Growth MPEGX TA Morgan Stanley Mid Cap Growth
SMALL VALUE TSLIX TA Systematic Small/Mid Cap Value
SMALL BLEND PRSVX TA T. Rowe Price Small Cap
LARGE GROWTH TDEIX TA WMC Diversified Growth
REAL ESTATE
Global Real Estate IRGIX TA Clarion Global Real Estate Securities
INTERNATIONAL EQUITY
Foreign Large Blend TSWIX TA International Moderate Growth
Foreign Large Growth MIEIX TA MFS International Equity

Investment model portfolios

We provide two types of investment model portfolios for Met Life MLI USA Variable Annuity Series L 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 Inception
Met Life MLI USA Variable Annuity Series L Strategic Asset Allocation - Optimal Moderate NA 25.16% -1.04% 7.80% 7.18% 8.24% 7.50% 7.52%
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%
Data as of 10/31/2024, AR inception 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 Inception
Met Life MLI USA Variable Annuity Series L Tactical Asset Allocation Moderate NA 10.24% 9.21% 8.27% 8.97% 9.69% NA 8.40%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 19.49% 15.94% 14.26% 10.78% 9.30% 7.62% 6.96%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 7.52% 7.89% 7.19% 6.09% 6.53% 6.39% 5.59%
Data as of 08/31/2018, AR inception is 12/31/2000