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Great West Life & Annuity Insurance Co MAXIMUM VALUE PLAN B SHARES
Investment Model Portfolios

Investment options of Great West Life & Annuity Insurance Co MAXIMUM VALUE PLAN B SHARES

Total Available Funds: 9
Asset Class Ticker Description
US EQUITY
MID-CAP BLEND MXMCX Maxim Ariel Mid Cap Value
SMALL BLEND MXSCX Maxim Ariel Small Cap Value
SMALL BLEND MXISX Maxim Index 600
Small Growth MXSGX Maxim Small Cap Growth
LARGE BLEND MXSIX Maxim Stock Index
LARGE VALUE MXEQX Maxim T. Rowe Price Equity Income
INTERNATIONAL EQUITY
Foreign Large Value MXIAX Maxim INVESCO ADR
FIXED INCOME
Multisector Bond MXLMX Maxim Loomis Bond
Others
ROOT CASH Maxim Money Market

Investment model portfolios

We provide two types of investment model portfolios for Great West Life & Annuity Insurance Co MAXIMUM VALUE PLAN 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Great West Life & Annuity Insurance Co MAXIMUM VALUE PLAN B SHARES Strategic Asset Allocation - Optimal Moderate NA 24.05% 1.27% 6.27% 4.60% 4.67% 3.99% 3.67%
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

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
Great West Life & Annuity Insurance Co MAXIMUM VALUE PLAN B SHARES Tactical Asset Allocation Moderate NA 13.10% 4.41% 4.44% 6.19% 4.70% NA 4.58%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 17.18% 10.61% 13.51% 7.03% 7.57% 7.69% 5.94%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 9.84% 4.93% 6.63% 4.29% 5.97% 6.69% 5.21%
Data as of 04/28/2017, AR inception is 12/31/2000