American General Life Insurance Company PLATINUM INVESTOR VARIABLE ANNUITY B SHARES
Investment Model Portfolios

Investment options of American General Life Insurance Company PLATINUM INVESTOR VARIABLE ANNUITY B SHARES

Total Available Funds: 37
Asset Class Ticker Description
US EQUITY
LARGE VALUE AVPIX America Century VP Value I
MID-CAP BLEND WTSGX Credit Suisse US Equity Flexible I
MID-CAP BLEND DPSAX Dreyfus Inv Mid Cap Stk Inl
LARGE GROWTH DAPAX Dreyfus Social Resp Init
SMALL BLEND DRELX Dreyfus Var Inv Ldr I
LARGE GROWTH FCNTX Fidelity V2 Contrafund S2
LARGE VALUE FEQIX Fidelity VIP Equity-Income S2
LARGE GROWTH EPGAX Fidelity VIP Growth S2
Mid-Cap Growth JAAGX Janus Aspen Enterprise Svc
LARGE GROWTH JAGRX Janus Aspen Ovseas Svc
SMALL BLEND VSSCX JPMorgan Ins Trust Small Cap Core 2
LARGE BLEND MRGRX MFS VIT Core Plus Equity I
LARGE GROWTH MFEIX MFS VIT Growth I
Small Growth MNDIX MFS VIT Nw Discovery I
LARGE BLEND MRFIX MFS VIT Research I
Mid-Cap Growth NBMTX Neuberger Berman AMT Md-Capital Growth I
Small Growth PGOFX Pioneer VCT Growth Opportunity I
LARGE VALUE PGIBX Putnam VT Growth & Income IB
LARGE GROWTH UEGIX UIF Capital Growth I
MID-CAP BLEND VMIDX VALIC Company I Mid Cap Index
LARGE GROWTH VCNIX VALIC Company I Nasdaq 100
SMALL BLEND VCSLX VALIC Company I Small Cap Index
LARGE BLEND VSTIX VALIC Company I Stock Index
FIXED INCOME
Intermediate-Term Bond SDFIX Dreyfus Var Inv Q Bond I
Inflation-Protected Bond PARRX PIMCO VIT Real Return Admn
ULTRASHORT BOND PSFAX PIMCO VIT Short-Term Admn
Intermediate-Term Bond PTRAX PIMCO VIT Total Return Admn
Others
Moderate Allocation FASMX Fidelity V5 Asset Manager S2
ROOT NoTicker Pioneer VCT Pioneer F I
ROOT NoTicker UIF High Yield I
ROOT CASH VALIC Company I Money Market I
Technology VCSTX VALIC Company I Science and Technology
INTERNATIONAL EQUITY
Foreign Large Value TFRBX Franklin VIP Foreign Security 1
Foreign Large Growth AIEVX Invesco VI International Growth I
WORLD STOCK JAWGX Janus Aspen Worldwide Growth Svc
Foreign Large Value PGNBX Putnam VT International Value IB
Foreign Large Blend VCIEX VALIC Company I International Equity

Investment model portfolios

We provide two types of investment model portfolios for American General Life Insurance Company PLATINUM INVESTOR VARIABLE ANNUITY B SHARES 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.

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
American General Life Insurance Company PLATINUM INVESTOR VARIABLE ANNUITY B SHARES Tactical Asset Allocation Moderate NA 24.70% 2.83% 8.83% 7.02% 8.59% 9.18% 8.54%
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%