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Canada Life Insurance of America VARIFUND B SHARES
Investment Model Portfolios

Investment options of Canada Life Insurance of America VARIFUND B SHARES

Total Available Funds: 41
Asset Class Ticker Description
US EQUITY
LARGE GROWTH ALVOX Alger Portfolio Capital Appreciation 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
LARGE GROWTH DAPAX Dreyfus Social Resp Init
LARGE BLEND DGAGX Dreyfus Var Inv Appreciation I
LARGE GROWTH DGRIX Dreyfus Var Inv Growth & Income I
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
LARGE BLEND FUSEX Fidelity V2 Index 500 Init
LARGE GROWTH FAGCX Fidelity V3 Growth Opportunities Init
LARGE GROWTH EPGAX Fidelity VIP Growth Init
LARGE VALUE GSLIX Goldman VIT Large Cap Value I
LARGE GROWTH GSTIX Goldman VIT Strategic Growth I
LARGE BLEND GSELX Goldman VIT Structured Equity I
LARGE GROWTH JAGRX Janus Aspen Ovseas Inst
LARGE BLEND BMPIX ProFund VP Basic Material
MID-CAP BLEND UMPIX ProFund VP UltraMid-Cap
Others
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
ROOT CASH Fidelity V5 Money Market Init
ROOT NoTicker Nationwide VIT Developing Market 2
Consumer Staples CNPIX ProFund VP Consumer Goods
Consumer Discretionary CYPSX ProFund VP Consumer Services
Financial FNPIX ProFund VP Financials
Health HCPIX ProFund VP Health Care
Industrials IDPIX ProFund VP Industrials
Equity Energy ENPIX ProFund VP Oil & Gas
Health PHPIX ProFund VP Pharmaceuticals
EQUITY PRECIOUS METALS PMPIX ProFund VP Precious Metals
Bear Market RRPIX ProFund VP Rising Return Opportunities
Bear Market SOPIX ProFund VP Short NASDAQ-100
Bear Market SHPIX ProFund VP Short Small Cap
Technology TEPIX ProFund VP Technology
Communications TCPIX ProFund VP Telecomm
Technology SLMCX Seligman Portfolio Common&Inflation 1
Natural Resources GHAAX Van Eck Ww Hard Asset Inl
Long-Short VMAAX Van Eck Ww Multi-Manager Alternatives Inl
FIXED INCOME
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond Init
High Yield Bond SPHIX Fidelity VIP High Income Init
LONG GOVERNMENT GVPIX ProFund VP US Gov Plus
INTERNATIONAL EQUITY
Foreign Large Blend FAOAX Fidelity VIP Ovseas Init
REAL ESTATE
REAL ESTATE REPIX ProFund VP Real Estate

Investment model portfolios

We provide two types of investment model portfolios for Canada Life Insurance of America VARIFUND 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
Canada Life Insurance of America VARIFUND B SHARES Tactical Asset Allocation Moderate NA 21.28% 10.27% 8.93% 6.17% 7.79% 7.94% 8.09%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 46.47% 18.68% 17.18% 14.08% 10.23% 8.24% 8.11%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 27.23% 10.14% 9.69% 7.27% 6.29% 6.17% 6.09%
Data as of 04/30/2021, AR inception is 12/31/2000