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Guardian Insurance & Annuity Company THE GUARDIAN INVESTOR VARIABLE ANNUITY SERIES L 4-YEAR CDSC L SHARES
Investment Model Portfolios

Investment options of Guardian Insurance & Annuity Company THE GUARDIAN INVESTOR VARIABLE ANNUITY SERIES L 4-YEAR CDSC L SHARES

Total Available Funds: 53
Asset Class Ticker Description
US EQUITY
LARGE GROWTH ACAAX Alger Portfolio Capital Appreciation S
LARGE GROWTH BILPX BlackRock Var Srs Large Cap Core Plus III
LARGE VALUE MALVX BlackRock Var Srs Large Cap Value III
LARGE GROWTH NMTBX Columbia VIT I Marsico 21 B
LARGE GROWTH NGIBX Columbia VIT I Marsico Growth B
SMALL VALUE CSSBX Columbia VIT Small Cap Value B
Small Growth CGOBX Columbia VIT Small Cap Growth B
LARGE GROWTH FCNTX Fidelity V2 Contrafund S2
Mid-Cap Growth FMCCX Fidelity V3 Mid Cap S2
LARGE GROWTH FKGRX Franklin VIP Growth 2
LARGE VALUE TESIX Franklin VIP Mut Shares 2
SMALL VALUE FRVLX Franklin VIP Small Cap Value 2
LARGE BLEND CHTRX Invesco VI Core Plus Equity II
MID-CAP BLEND GTAGX Invesco VI Mid Cap Core II
LARGE GROWTH MFEIX MFS VIT Growth S
LARGE VALUE MEIIX MFS VIT Value S
LARGE GROWTH OPTFX Oppenheimer VA Capital Appreciation Svc
SMALL BLEND OPMSX Oppenheimer VA Main Street Small Cap Svc
LARGE VALUE CVFCX Pioneer VCT Cullen Value II
LARGE VALUE PEQIX Pioneer VCT Equity Income II
MID-CAP VALUE PCGRX Pioneer VCT Mid Cap Value II
LARGE BLEND PIODX Pioneer VCT Pioneer F II
SMALL BLEND RSPFX RS Partners VIP Series
LARGE BLEND GPAFX RS VP Trust Large Cap Alpha
LARGE BLEND GUSPX RS VP Trust S&P 500 Index
Small Growth RSEGX RS VP Trust Small Capital Growth
INTERNATIONAL EQUITY
Foreign Large Value ABIBX AllianceBern Var International Value B
Foreign Large Blend EKZAX Evergreen Var International Equity 2
Foreign Large Blend FOSFX Fidelity VIP Overseas S2
Foreign Large Growth OIGAX Panorama Srs Opportunities International Growth Svc
Foreign Large Growth GUBGX RS VP Trust International Growth
Others
World Allocation MALOX BlackRock Var Srs Global Allocation III
Moderate Allocation LAABX Columbia VIT Asset Allocation B
ROOT QDFPA Davis Financial
Conservative Allocation FKINX Franklin VIP Income Security 2
Utilities MMUIX MFS VIT Utility S
Miscellaneous – Income and Real Property MGBEX PIMCO VIT Low Duration Adv
Natural Resources RSNRX RS VP Trust Global NatRes II
ROOT CASH RS VP Trust Money Market
Technology SLMCX Seligman Portfolio Comms & Info 2
ROOT NoTicker UIF US Mid Cap Value II
ROOT NoTicker Value Line Strategic Asset Mgt
FIXED INCOME
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond S2
WORLD BOND TPINX Franklin VIP Global Bond 2
Intermediate Government FKUSX Franklin VIP US Government 2
Multisector Bond OPSIX Oppenheimer VA Global St In Svc
Inflation-Protected Bond PRTNX PIMCO VIT Real Return Adv
Intermediate-Term Bond PTTAX PIMCO VIT Total Return Adv
High Yield Bond GUHYX RS VP Trust High Yield Bond
Intermediate-Term Bond GUIQX RS VP Trust Inv Quality Bond
Short-Term Bond RLDAX RS VP Trust Low Duration Bond
REAL ESTATE
Global Real Estate IGREX Invesco VI Global Real Estate II
Emerging Market
DIVERSIFIED EMERGING MKTS GBEMX RS VP Trust Emerging Markets

Investment model portfolios

We provide two types of investment model portfolios for Guardian Insurance & Annuity Company THE GUARDIAN INVESTOR VARIABLE ANNUITY SERIES L 4-YEAR CDSC L 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
Guardian Insurance & Annuity Company THE GUARDIAN INVESTOR VARIABLE ANNUITY SERIES L 4-YEAR CDSC L SHARES Tactical Asset Allocation Moderate NA 25.35% 5.56% 5.90% 4.42% 5.61% 8.69% 8.93%
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