American National Insurance Co WEALTHQUEST III GROUP UNALLOCATED VARIABLE ANNUITY 7-YEAR CDSC B SHARES
Investment Model Portfolios

Investment options of American National Insurance Co WEALTHQUEST III GROUP UNALLOCATED VARIABLE ANNUITY 7-YEAR CDSC B SHARES

Total Available Funds: 53
Asset Class Ticker Description
Others
Moderate Allocation ABLOX Alger Portfolio Balanced I-2
Conservative Allocation CAPAX Federated Ins Cap Income II
ROOT NoTicker Fidelity V5 Asset Manager Growth S2
Moderate Allocation FASMX Fidelity V5 Asset Manager S2
ROOT NoTicker Fidelity V5 FundsManager 20% S2
ROOT NoTicker Fidelity V5 FundsManager 50% S2
ROOT NoTicker Fidelity V5 FundsManager 60% S2
ROOT NoTicker Fidelity V5 FundsManager 70% S2
ROOT NoTicker Fidelity V5 FundsManager 85% S2
Target Date 2000-2010 FCFBX Fidelity V5 Freedom 2010 S2
Target Date 2011-2015 FFVBX Fidelity V5 Freedom 2015 S2
Target Date 2016-2020 FDBFX Fidelity V5 Freedom 2020 S2
Target Date 2021-2025 FBTWX Fidelity V5 Freedom 2025 S2
Target Date 2026-2030 FBFEX Fidelity V5 Freedom 2030 S2
ROOT CASH Fidelity V5 Money Market S2
Financial FSFSX Invesco VI Financial Services I
Health GTHIX Invesco VI Global Health Care I
Technology FTPIX Invesco VI Technology I
Utilities IAUTX Invesco VI Utilities I
Health PRHSX T Rowe Price Equity Health Sciences
Moderate Allocation TRPBX T Rowe Price Equity P S Balanced
ROOT CASH T Rowe Price FI Prime Reserve
US EQUITY
LARGE GROWTH ALVOX Alger Portfolio Capital Appreciation I-2
LARGE BLEND AIGOX Alger Portfolio Growth&Income I-2
LARGE GROWTH AAGOX Alger Portfolio Large Cap Growth I-2
Mid-Cap Growth AMGOX Alger Portfolio Mid Cap Growth I-2
Small Growth AASOX Alger Portfolio Small Cap Growth I-2
Mid-Cap Growth KAUAX Federated Ins Kaufmann II P
LARGE GROWTH FCNTX Fidelity V2 Contrafund S2
LARGE BLEND FUSEX Fidelity V2 Index 500 S2
Mid-Cap Growth FGVBX Fidelity V3 Growth Strategic S2
LARGE GROWTH FABGX Fidelity V3 Growth Opportunities S2
LARGE GROWTH FGISX Fidelity V3 Growth&Income S2
MID-CAP BLEND FMEIX Fidelity V3 Mid Cap S2
MID-CAP BLEND FASBX Fidelity V3 Value Strategic S2
LARGE VALUE FVLBX Fidelity V4 Value Ld S2
LARGE VALUE FEQIX Fidelity VIP Equity-Income S2R
Mid-Cap Growth IDYAX Invesco VI Dynamics I
SMALL BLEND SMEAX Invesco VI Small Cap Equity I
LARGE BLEND MRGRX MFS VIT Core Plus Equity I
LARGE GROWTH MFEIX MFS VIT Growth I
LARGE BLEND MITIX MFS VIT Inv Trust I
LARGE BLEND MRFIX MFS VIT Research I
LARGE VALUE PRFDX T Rowe Price Equity Equity Income
Mid-Cap Growth RPMGX T Rowe Price Equity Mid Cap G
FIXED INCOME
Intermediate Government FGOAX Federated Ins Government Security II
High Yield Bond FHIIX Federated Ins HI Bond II P
Intermediate-Term Bond FIIFX Federated Ins Qu Bond II P
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond S2
Short-Term Bond PRWBX T Rowe Price FI Limited-Term Bond
INTERNATIONAL EQUITY
Foreign Large Blend FAOAX Fidelity VIP Value S2
Foreign Large Growth PRITX T Rowe Price Institutional St Short
REAL ESTATE
Global Real Estate IGREX Invesco VI Global Real Est I

Investment model portfolios

We provide two types of investment model portfolios for American National Insurance Co WEALTHQUEST III GROUP UNALLOCATED VARIABLE ANNUITY 7-YEAR CDSC 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: 03/29/2018.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
American National Insurance Co WEALTHQUEST III GROUP UNALLOCATED VARIABLE ANNUITY 7-YEAR CDSC B SHARES Tactical Asset Allocation Moderate NA 7.61% 4.31% 4.62% 6.83% 8.09% NA 7.76%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 13.91% 10.30% 13.24% 9.37% 9.97% 6.39% 6.33%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 9.29% 5.22% 6.85% 5.49% 7.32% 5.85% 5.38%

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