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Ameritas Life Insurance Corp OVERTURE ACCENT! B SHARES
Investment Model Portfolios

This plan also represents Plan with name Ameritas Life Insurance Corp OVERTURE ACCLAIM。

Investment options of Ameritas Life Insurance Corp OVERTURE ACCENT! B SHARES

Total Available Funds: 28
Asset Class Ticker Description
Others
Moderate Allocation ABLOX Alger Portfolio Balanced I-2
ROOT CASH Calvert VP Money Market
ROOT NoTicker Calvert VP Small Capital Growth
Moderate Allocation CSIFX Calvert VP SRI Balanced
ROOT NoTicker Calvert VP SRI Strategic
ROOT NoTicker Fidelity V5 Asset Manager Growth Svc
Moderate Allocation FASMX Fidelity V5 Asset Manager Svc
Utilities MMUIX MFS VIT Utility I
ROOT NoTicker UIF Global Tact Asset Al I
ROOT NoTicker UIF Global Value Equity I
US EQUITY
LARGE VALUE AVGIX America Century VP Income&Growth I
MID-CAP BLEND CMVAX Calvert VP Mid Cap Value
LARGE GROWTH NASDX Calvert VP Nasdaq 100
SMALL BLEND IWM Calvert VP Russell 2000 I
MID-CAP BLEND IJH Calvert VP S&P Mid Cap 400 I
Mid-Cap Growth CCAFX Calvert VP SRI Mid Capital Growth
LARGE GROWTH FCNTX Fidelity V2 Contrafund Svc
LARGE VALUE FEQIX Fidelity VIP Equity-Income Svc
LARGE GROWTH EPGAX Fidelity VIP Growth Svc
Mid-Cap Growth IDYAX Invesco VI Dynamics I
Small Growth MNDIX MFS VIT Nw Discovery I
FIXED INCOME
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond Init
High Yield Bond SPHIX Fidelity VIP High Income Svc
Multisector Bond MFIIX MFS VIT Strategic Income I
INTERNATIONAL EQUITY
Foreign Large Blend FAOAX Fidelity VIP Ovseas Svc
WORLD STOCK TAVFX Third Avenue Value
Emerging Market
DIVERSIFIED EMERGING MKTS UEMEX UIF Emerging Mrkt Equity I
REAL ESTATE
REAL ESTATE UUSRX UIF US Real Estate I

Investment model portfolios

We provide two types of investment model portfolios for Ameritas Life Insurance Corp OVERTURE ACCENT! 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Ameritas Life Insurance Corp OVERTURE ACCENT! B SHARES Tactical Asset Allocation Moderate NA 8.18% 3.39% 5.24% 6.49% 10.09% NA 9.79%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 19.39% 10.56% 14.00% 7.17% 9.91% 6.86% 6.36%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 11.12% 5.61% 7.08% 4.36% 7.40% 6.13% 5.54%
Data as of 09/29/2017, AR inception is 12/31/2000

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