Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES
Investment Model Portfolios

Investment options of Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES

Total Available Funds: 35
Asset Class Ticker Description
Others
ROOT NoTicker Calvert VP Small Capital Growth
Moderate Allocation CSIFX Calvert VP SRI Balanced
Financial FSFSX Invesco VI Financial Services I
Health GTHIX Invesco VI Global Health Care I
Technology FTPIX Invesco VI Technology I
Bear Market RYARX Rydex|SGI Var Inv S&P Strategic
EQUITY PRECIOUS METALS RYMNX Rydex|SGI Var Precious Metals
ROOT CASH Vanguard Var Ins Money Market I
US EQUITY
Mid-Cap Growth CCAFX Calvert VP SRI Mid Capital Growth
SMALL BLEND SZCAX DWS VIT Small Cap Index A
LARGE GROWTH FCNTX Fidelity V2 Contrafund Svc
MID-CAP BLEND FMEIX Fidelity V3 Mid Cap Svc
LARGE GROWTH JAGRX Janus Aspen Janus Inst
Mid-Cap Growth NBMTX Neuberger Berman AMT Growth I
LARGE BLEND NBPTX Neuberger Berman AMT Partners I
LARGE BLEND NBPTX Neuberger Berman AMT Partners I
LARGE GROWTH RYATX Rydex|SGI Var NASDAQ-100
LARGE BLEND RYANX Rydex|SGI Var Nova
LARGE VALUE VIVIX Vanguard Var Ins Dicversified I
LARGE BLEND VFINX Vanguard Var Ins Equity Id I
LARGE VALUE VEIPX Vanguard Var Ins Equity In I
LARGE GROWTH VIGIX Vanguard Var Ins Growth I
MID-CAP BLEND VMCIX Vanguard Var Ins Mid Cap Id I
SMALL BLEND VSCIX Vanguard Var Ins Small Company I
Mid-Cap Growth WFDAX WFVT Discovery
MID-CAP BLEND SOPVX WFVT Opportunity
FIXED INCOME
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond Init
High Yield Bond SPHIX Fidelity VIP High Income Svc
Short-Term Bond NSBTX Neuberger Berman AMT Short Duration I
LONG GOVERNMENT RYABX Rydex|SGI Var Government Long Bond 1.2x Strategic
High Yield Bond VWEHX Vanguard Var Ins High Yield Bond I
Intermediate-Term Bond VBMFX Vanguard Var Ins Total Bond Market I
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value
Foreign Large Blend VGTSX Vanguard Var Ins International I
REAL ESTATE
REAL ESTATE VGSIX Vanguard Var Ins REIT I

Investment model portfolios

We provide two types of investment model portfolios for Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C 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: 04/30/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Ameritas Life Insurance Corp AMERITAS NO-LOAD VARIABLE ANNUITY C SHARES Tactical Asset Allocation Moderate NA 14.65% 4.55% 11.88% 9.38% 10.36% 10.02% 9.72%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 22.54% 7.90% 13.13% 12.30% 14.48% 9.90% 8.09%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 10.20% 1.08% 5.73% 5.55% 7.70% 5.94% 5.42%

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