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Guardian Insurance & Annuity Company GUARDIAN INVESTOR B SHARES
Investment Model Portfolios

Investment options of Guardian Insurance & Annuity Company GUARDIAN INVESTOR B SHARES

Total Available Funds: 41
Asset Class Ticker Description
INTERNATIONAL EQUITY
WORLD STOCK ATEBX AllianceBern Var Global Thematic Growth B
WORLD STOCK JAWGX Janus Aspen Worldwide Growth Inst
Foreign Large Growth GUBGX RS VP Trust International Growth
US EQUITY
LARGE VALUE CBBDX AllianceBern Var Growth & Income B
LARGE GROWTH APGBX AllianceBern Var Large Cap Growth B
LARGE VALUE ABVBX AllianceBern Var Value B
LARGE GROWTH FCNTX Fidelity V2 Contrafund S2
LARGE GROWTH FABGX Fidelity V3 Growth Opportunities S2
Mid-Cap Growth FMCCX Fidelity V3 Mid Cap S2
LARGE VALUE FEQIX Fidelity VIP Equity-Income S2
LARGE GROWTH FKGRX Franklin VIP Growth 2
MID-CAP BLEND GABVX Gabelli Capital Asset
LARGE GROWTH LCGAX Invesco VI Capital Appreciation I
LARGE BLEND CHTRX Invesco VI Core Plus Equity 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 MFEIX MFS VIT Growth I
LARGE BLEND MITIX MFS VIT Inv Trust I
Small Growth MNDIX MFS VIT New Discovery I
LARGE BLEND MRFIX MFS VIT Research I
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
MID-CAP BLEND RSVAX RS VP Trust Value II
LARGE VALUE ACGIX Van Kampen LIT Growth & Income 2
Others
ROOT QDFPA Davis Financial
ROOT QDVPA Davis Value Portfolio
Utilities IAUTX Invesco VI Utilities I
Moderate Allocation MTRIX MFS VIT Total Return I
Natural Resources RSNRX RS VP Trust Global NatRes II
ROOT CASH RS VP Trust Money Market
ROOT NoTicker Value Line Centurion
ROOT NoTicker Value Line Strategic Asset Mgt
REAL ESTATE
REAL ESTATE RPFRX Davis Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS GBEMX RS VP Trust Emerging Markets
FIXED INCOME
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
Intermediate Government ACGVX Van Kampen LIT Govertnment 2

Investment model portfolios

We provide two types of investment model portfolios for Guardian Insurance & Annuity Company GUARDIAN INVESTOR 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
Guardian Insurance & Annuity Company GUARDIAN INVESTOR B SHARES Tactical Asset Allocation Moderate NA 7.39% 7.22% 4.47% 5.76% 8.47% NA 9.42%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 14.18% 14.75% 10.62% 13.46% 8.92% 6.04% 6.96%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 10.59% 7.97% 5.39% 7.47% 5.92% 5.39% 5.56%
Data as of 10/31/2019, AR inception is 12/31/2000

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