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Genworth Life and Annuity Insurance Co COMMONWEALTH VARIABLE ANNUITY B SHARES
Investment Model Portfolios

This plan also represents Genworth Life and Annuity Insurance Co COMMONWEALTH VARIABLE ANNUITY PLUS B SHARES。

Investment options of Genworth Life and Annuity Insurance Co COMMONWEALTH VARIABLE ANNUITY B SHARES

Total Available Funds: 33
Asset Class Ticker Description
US EQUITY
LARGE GROWTH AAGOX Alger Portfolio Large Cap Growth I-2
Small Growth AASOX Alger Portfolio Small Cap Growth I-2
LARGE GROWTH FCNTX Fidelity V2 Contrafund Init
LARGE GROWTH FAGCX Fidelity V3 Growth Opportunities Init
LARGE GROWTH FGIOX Fidelity V3 Growth & Income Init
LARGE VALUE FEQIX Fidelity VIP Equity-Income Init
LARGE GROWTH EPGAX Fidelity VIP Growth Init
Mid-Cap Growth GECEX GE Investments Mid Cap Equity 1
LARGE BLEND GIDIX GE Investments S&P 500 1
LARGE BLEND GEUSX GE Investments US Equity 1
LARGE VALUE GSLIX Goldman VIT Large Cap Value I
MID-CAP VALUE SCGMX Goldman VIT Mid Cap Value I
Mid-Cap Growth JAAGX Janus Aspen Enterprise Inst
LARGE GROWTH JACAX Janus Aspen Forty Inst
LARGE GROWTH JAGRX Janus Aspen Janus Inst
LARGE GROWTH JAGRX Janus Aspen Overseas Inst
LARGE GROWTH OPTFX Oppenheimer VA Capital Appreciation NS
Mid-Cap Growth OEGAX Oppenheimer VA Small & Mid Cap Growth NS
Others
Conservative Allocation CAPAX Federated Ins Cap Income II
Moderate Allocation FASMX Fidelity V5 Asset Manager Init
ROOT CASH GE Investments Money Market 1
Moderate Allocation GETIX GE Investments Total Return 1
Moderate Allocation JABLX Janus Aspen Balanced Inst
Moderate Allocation OPASX Oppenheimer VA Balanced NS
FIXED INCOME
High Yield Bond FHIIX Federated Ins High Income Bond II P
Intermediate-Term Bond GEIMX GE Investments Income 1
Intermediate-Term Bond JAFLX Janus Aspen Flexible Bond Inst
Intermediate-Term Bond OPIGX Oppenheimer VA Core Plus Bond NS
High Yield Bond OPCHX Oppenheimer VA High Income NS
INTERNATIONAL EQUITY
Foreign Large Blend FAOAX Fidelity VIP Overseas Init
Foreign Large Blend GEILX GE Investments International Equity 1
WORLD STOCK JAWGX Janus Aspen Worldwide Growth Inst
REAL ESTATE
REAL ESTATE GEREX GE Investments Real Estate Security 1

Investment model portfolios

We provide two types of investment model portfolios for Genworth Life and Annuity Insurance Co COMMONWEALTH VARIABLE ANNUITY 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
Genworth Life and Annuity Insurance Co COMMONWEALTH VARIABLE ANNUITY B SHARES Tactical Asset Allocation Moderate NA 30.34% 8.46% 14.10% 10.72% 11.25% 10.54% 9.48%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

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