Farm Bureau Life Insurance Co VARIABLE ANNUITY CONTRACT B SHARES Investment Model Portfolios

Investment options of Farm Bureau Life Insurance Co VARIABLE ANNUITY CONTRACT B SHARES

Total Available Funds: 34

Asset Class

Ticker

Description

INTERNATIONAL EQUITY
Foreign Large Blend	EFA	Calvert VP EAFE International F
Foreign Large Blend	CISAX	Columbia VIT International A
WORLD STOCK	KGDAX	DWS I Global Opportunity A
WORLD STOCK	SGQAX	DWS II Global Thematic A
Foreign Large Growth	PRITX	T Rowe Price Institutional International Stock

US EQUITY
LARGE GROWTH	NASDX	Calvert VP Nasdaq 100
SMALL BLEND	IWM	Calvert VP Russell 2000 F
MID-CAP BLEND	IJH	Calvert VP S&P Mid Cap 400 F
MID-CAP VALUE	CMUBX	Columbia VIT Mid Cap Value B
SMALL VALUE	CSSBX	Columbia VIT Small Cap Value B
Small Growth	CGOBX	Columbia VIT Small Cap Growth B
LARGE BLEND	FBUAX	EquiTrust VIS Blue Chip Svc
LARGE BLEND	FVGAX	EquiTrust VIS Value Growth Svc
LARGE GROWTH	FCNTX	Fidelity V2 Contrafund S2
LARGE BLEND	FUSEX	Fidelity V2 Index 500 S2
MID-CAP BLEND	FMEIX	Fidelity V3 Mid Cap S2
LARGE GROWTH	EPGAX	Fidelity VIP Growth S2
LARGE VALUE	TESIX	Franklin VIP Mut Shares 2
SMALL VALUE	FRVLX	Franklin VIP Small Cap Value 2
Mid-Cap Growth	OSGIX	JPMorgan Ins Trust Dv Mid Cap Growth 1
LARGE GROWTH	JIGAX	JPMorgan Ins Trust In Growth 1
MID-CAP BLEND	PECAX	JPMorgan Ins Trust Intrepid Mid Cap 1
SMALL BLEND	VSSCX	JPMorgan Ins Trust Small Cap Core 2
LARGE VALUE	PRFDX	T Rowe Price Equity Equity Income
LARGE GROWTH	PRWAX	T Rowe Price Equity New America

FIXED INCOME
Intermediate-Term Bond	FHBAX	EquiTrust VIS High Grd Svc
Multisector Bond	FSYAX	EquiTrust VIS Strategic Yd Svc
High Yield Bond	SPHIX	Fidelity VIP High Income S2
WORLD BOND	TPINX	Franklin VIP Global Bond 2
Intermediate Government	FKUSX	Franklin VIP US Government 2

Others
Moderate Allocation	FMNAX	EquiTrust VIS Managed Svc
ROOT	CASH	EquiTrust VIS Money Market Svc
Moderate Allocation	TRPBX	T Rowe Price Equity P S Balanced

REAL ESTATE
REAL ESTATE	FRESX	Fidelity V4 Real Estate S2

Investment model portfolios

We provide two types of investment model portfolios for Farm Bureau Life Insurance Co VARIABLE ANNUITY CONTRACT B SHARES participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

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.

Customize a model portfolio now

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	Common	Inception
Farm Bureau Life Insurance Co VARIABLE ANNUITY CONTRACT B SHARES Tactical Asset Allocation Moderate	NA	20.09%	4.84%	8.23%	7.24%	8.96%	9.63%	…	…
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	37.82%	8.86%	15.20%	12.89%	14.04%	10.46%	…	…
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	22.89%	2.25%	6.63%	6.01%	7.19%	6.10%	…	…

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Common	Inception	YTD	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	Farm Bureau L… Moderate	-1.42	20.09	4.84	8.23	7.24	8.96	9.63	…	…	NA	0.68	6.95	16.40	-13.25	7.85	20.03	20.52	-3.63	8.90	7.44	0.69	9.45	17.21	12.17	2.26	15.96	22.25	3.50	7.73	19.01	6.49	14.58	16.56	5.09	0.32	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	-1.79	37.82	8.86	15.20	12.89	14.04	10.46	…	…	NA	17.72	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA…R SHARES)	-1.02	22.89	2.25	6.63	6.01	7.19	6.10	…	…	NA	16.26	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	Farm Bureau L… Moderate	NA	0.18	-0.04	0.33	0.45	NA	NA	…	…	NA	0.07	0.04	1.43	-1.07	0.68	0.95	3.02	-0.51	1.26	0.84	0.08	1.10	2.17	1.43	0.14	1.34	1.97	0.43	0.44	1.89	0.57	1.56	2.52	0.95	-0.42	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	1.89	1.22	0.63	0.75	NA	NA	…	…	1.30	0.80	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA…R SHARES)	NA	1.70	1.15	0.38	0.62	NA	NA	…	…	1.08	1.36	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	Farm Bureau L… Moderate	NA	9.87	10.94	13.62	11.19	NA	NA	…	…	NA	9.34	9.95	8.52	13.71	11.57	20.77	6.33	9.64	6.56	8.57	8.78	8.55	7.92	8.49	16.05	11.87	11.27	5.93	10.86	8.33	7.52	8.72	6.28	4.19	4.69	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	12.22	14.87	16.92	18.13	NA	NA	…	…	13.93	18.66	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA…R SHARES)	NA	8.47	8.97	10.05	10.33	NA	NA	…	…	10.48	9.89	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	Farm Bureau L… Moderate	NA	6.46	17.10	18.97	18.97	NA	NA	…	…	NA	0.76	6.46	5.78	18.89	7.21	18.62	2.68	12.68	3.25	7.14	9.18	5.37	7.45	6.79	13.05	8.23	4.93	3.25	8.43	6.85	5.69	10.24	2.93	2.39	6.97	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	8.92	18.76	24.59	33.83	NA	NA	…	…	8.92	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA…R SHARES)	NA	6.64	9.62	22.29	22.43	NA	NA	…	…	6.64	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	Farm Bureau L… Moderate	NA	5.77	4.72	5.05	4.60	NA	NA	…	…	NA	NA	1.64	5.40	2.78	5.26	5.82	7.51	4.00	3.77	4.81	5.03	4.56	5.07	3.14	3.01	2.69	4.43	4.70	6.37	10.65	5.82	4.41	4.40	5.21	5.56	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	0.00	1.18	1.60	1.52	2.78	3.91	3.46	…	…	0.27	1.20	1.41	1.69	1.26	1.48	2.12	2.28	1.81	2.00	2.14	1.97	1.96	2.19	2.30	1.92	1.88	2.45	1.88	1.91	1.83	1.79	1.91	1.71	1.28	1.08	0.97	2.11	1.93	2.77	2.64	3.14	3.13	3.83	3.10	5.86	3.71	4.46	4.31	2.79	3.90	4.71	4.49	5.04	5.34	4.64	5.79	0.00
	VSMGX (VANGUA…R SHARES)	0.00	5.51	6.00	4.34	4.54	4.38	4.18	…	…	0.00	5.80	7.43	4.45	2.18	4.11	3.77	2.85	2.41	2.40	2.34	2.10	2.20	2.14	2.47	2.22	2.38	2.79	2.66	3.04	2.89	2.53	3.74	2.48	2.67	2.88	6.36	5.93	7.27	3.78	3.63	3.65	2.91	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 10/31/2024, Common starting date is 12/31/2000

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