Transamerica Landmark ML 2008 Investment Model Portfolios

Investment options of Transamerica Landmark ML 2008

Total Available Funds: 70

Asset Class

Ticker

Description

Others
Moderate Allocation	ABWBX	Alliance Bernstien Balanced Wealthy Strategy Portfolio- Class B
Moderate Allocation	HVABX	American Funds Asset Allocation Fund- Class 2
Moderate Allocation	FFABX	Franklin Templeton VIP Founding Funds Allocation- Class 4
Moderate Allocation	GESIX	GE Investments Total Return Fund- Class 3
Conservative Allocation	ICLAX	Transamerica Asset Allocation- Conservative VP- Service Class
Moderate Allocation	IMLAX	Transamerica Asset Allocation- Moderate Growth VP
Moderate Allocation	IMOAX	Transamerica Asset Allocation- Moderate VP
World Allocation	MDLOX	Transamerica BlackRock Global Allocation VP
Moderate Allocation	PBAIX	Transamerica BlackRock Tactical Allocation
Conservative Allocation	APIUX	Transamerica Efficient Markets VP
unknown	unknown	Transamerica Index 100 VP
ROOT	Unknow	Transamerica Index 35 VP
ROOT	Unknow	Transamerica Index 50 VP
ROOT	Unknow	Transamerica Index 75 VP
ROOT	CASH	Transamerica Money Market VP
Conservative Allocation	FKINX	Franklin Income Securities Fund- Class 2
CONVERTIBLE SECURITIES	ICVAX	Transamerica Convertible Securities VP
World Allocation	MDLOX	BlackRock Global Allocation V.I. Fund
Moderate Allocation	FBALX	Fidelity VIP Vbalanced Portfolio- Service Class 2
Moderate Allocation	IBALX	Transamerica Balanced VP
Moderate Allocation	MSFRX	MFS Total Return Series
Bear Market	URPIX	Transamerica ProFund UntraBear VP
unknown	unknown	Transamerica Foxhall Global Conservative VP
unknown	unknown	Transamerica Foxhall Global Growth VP
unknown	unknown	Transamerica Foxhall Global Hard Asset VP
unknown	unknown	Transamerica Hanlon balanced VP
unknown	unknown	Transamerica Hanlon Growth & Income VP
unknown	unknown	Transamerica Hanlon Growth VP
unknown	unknown	Transamerica Hanlon Managed Income VP

US EQUITY
LARGE BLEND	IAAAX	Transamerica Asset Allocation- Growth VP
LARGE BLEND	ICAFX	American Funds Growth- Income fund- Class 2
LARGE BLEND	DVGIX	Transamerica Multi Managed Large Cap Core VP
LARGE GROWTH	APGYX	Alliance Bernstien Large Cap Growth Portfolio- Class B
LARGE GROWTH	GFFFX	American Funds Growth Fund- Class 2
LARGE GROWTH	FCNTX	Fidelity VIP Contrafund Portfolio- Service Class 2
LARGE GROWTH	FAGAX	Fidelity VIP Growth Portfolio
LARGE GROWTH	ACPAX	Invesco V.I. Capital Appreciation Series II
LARGE GROWTH	TADAX	Transamerica Diversified Equity VP
LARGE BLEND	IALAX	Transamerica Focus VP
LARGE GROWTH	TJNIX	Transamerica Jennison Growth VP
LARGE GROWTH	ITQAX	Transamerica WMC Diversified Growth VP
LARGE VALUE	CBBYX	Alliance Bernstien Growth and Income Portfolio- Class B
LARGE VALUE	MABAX	BlackRock Basic Value V.I. Fund
LARGE VALUE	FEQIX	Fidelity VIP Equity-Income Portfolio
LARGE BLEND	GTVLX	Invesco V.I. Basic Value Series II
LARGE VALUE	MDLVX	Transamerica BlackRock Large Cap Value VP
Mid-Cap Growth	FMCCX	Fidelity VIP Mid Cap Portfolio- Service Class 2
Mid-Cap Growth	JAAGX	Janus Aspen Enterprise Portfolio- Service Shares
Mid-Cap Growth	ITSAX	Transamerica Growth Opportunities VP
Mid-Cap Growth	DGRAX	Transamerica Morgan Stanley Mid-Cap Growth VP
LARGE VALUE	TESIX	Mutual Shares Securities Fund- Class 2
MID-CAP VALUE	JAMCX	Transamerica JP Morgan Midcap Value VP
SMALL BLEND	IIVAX	Transamerica Small/Mid Cap Value VP
MID-CAP BLEND	FASOX	Fidelity VIP Value Strategies Portfolio- Service Class
Small Growth	MNDAX	MFS New Discovery Series- Service Class
SMALL BLEND	OTCFX	Transamerica T. Rowe Price Small Cap VP- Service Class

INTERNATIONAL EQUITY
Foreign Large Value	IIVIX	Transamerica International Moderate Growth VP
Foreign Large Blend	AEPGX	American Funds International Fund- Class 2
WORLD STOCK	JAWGX	Janus Aspen Worldwide Portfolio- Service Shares
Foreign Large Value	TEMFX	Templeton Foreign Securities Fund- Class 2
Foreign Large Growth	MIEIX	Transamerica MFS International Equity VP
Foreign Large Blend	INLAX	Transamerica Morgan Stanley Active International Allocation VP
DIVERSIFIED PACIFIC/ASIA	NAPRX	Transamerica Foxhall Emerging Markets/Pacific Rim VP

FIXED INCOME
Intermediate-Term Bond	ABNFX	American Funds Bond Fund
High Yield Bond	BHYIX	BlackRock high Income V.I. Fund
High Yield Bond	IHIYX	Transamerica AEGON High Yield Bond VP
Intermediate-Term Bond	PTTAX	Transamerica PIMCO Total Return VP
SHORT GOVERNMENT	VSGDX	Transamerica US Government Securities Vp
ULTRASHORT BOND	JEIFX	Transamerica JPMorgan Enhanced Index VP

REAL ESTATE
Global Real Estate	IRGIX	Transamerica Clarion Global Real Estate Securities- Service Class

Investment model portfolios

We provide two types of investment model portfolios for Transamerica Landmark ML 2008 participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

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.

Customize a model portfolio now

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.

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
Transamerica Landmark ML 2008 Tactical Asset Allocation Moderate	NA	19.50%	7.37%	6.30%	5.23%	6.97%	7.90%	7.98%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	41.27%	18.56%	17.59%	14.72%	10.63%	8.45%	8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	23.15%	10.75%	9.99%	7.67%	6.56%	6.28%	6.20%

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Inception	YTD	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	Transamerica ... Moderate	0.24	19.50	7.37	6.30	5.23	6.97	7.90	7.98	NA	NA	NA	NA	1.76	19.79	5.87	-1.08	4.24	6.62	-5.49	0.90	11.47	11.59	2.79	6.65	21.09	0.38	7.92	18.48	7.01	7.45	22.87	7.52	5.34	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	1.33	41.27	18.56	17.59	14.72	10.63	8.45	8.27	NA	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA...R SHARES)	0.59	23.15	10.75	9.99	7.67	6.56	6.28	6.20	NA	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	Transamerica ... Moderate	NA	1.23	0.63	0.57	0.68	NA	NA	0.91	NA	NA	NA	NA	0.17	1.95	0.86	-0.29	0.36	1.15	-0.96	0.15	1.60	2.03	0.32	0.64	2.89	-0.09	0.49	1.94	0.88	0.89	3.87	1.53	0.59	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	0.60	0.95	0.80	0.65	NA	NA	0.45	0.51	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA...R SHARES)	NA	0.62	0.74	0.50	0.48	NA	NA	0.51	0.88	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	Transamerica ... Moderate	NA	10.39	8.62	8.66	7.46	NA	NA	7.42	NA	NA	NA	NA	9.98	10.04	5.21	8.14	10.09	5.56	5.73	5.95	7.15	5.68	8.56	10.23	7.26	5.98	10.02	7.85	5.51	7.29	5.73	4.20	5.10	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	19.74	17.13	17.38	18.46	NA	NA	18.09	23.24	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA...R SHARES)	NA	10.45	10.08	10.06	10.41	NA	NA	11.48	11.95	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	Transamerica ... Moderate	NA	7.07	9.33	11.49	11.49	NA	NA	11.49	NA	NA	NA	NA	7.07	9.32	3.89	10.22	8.94	3.54	8.67	4.57	6.59	5.46	7.54	8.78	4.25	6.96	7.55	8.64	3.55	7.74	3.23	2.44	4.14	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	18.76	18.76	24.59	33.83	NA	NA	55.25	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA...R SHARES)	NA	9.62	12.88	22.29	22.43	NA	NA	41.18	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	Transamerica ... Moderate	NA	4.12	3.91	2.74	3.10	NA	NA	4.07	NA	NA	NA	NA	0.41	5.18	3.74	3.46	0.28	4.27	3.30	3.26	3.20	3.68	2.98	2.24	5.26	4.08	5.17	3.64	2.83	5.86	4.15	7.00	7.32	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VSMGX (VANGUA...R SHARES)	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 06/30/2021, AR inception is 12/31/2000

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