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Guardian Insurance & Annuity Company GUARDIAN INVESTOR INCOME ACCESS 4-YEAR CDSC L SHARES
Investment Model Portfolios

Investment options of Guardian Insurance & Annuity Company GUARDIAN INVESTOR INCOME ACCESS 4-YEAR CDSC L SHARES

Total Available Funds: 41
Asset Class Ticker Description
US EQUITY
LARGE GROWTH ACAAX Alger Portfolio Capital Appreciation S
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
Mid-Cap Growth FMCCX Fidelity V3 Mid Cap S2
LARGE VALUE FEQIX Fidelity VIP Equity-Income S2
LARGE GROWTH EPGAX Fidelity VIP Growth S2
LARGE GROWTH FKGRX Franklin VIP Growth 2
LARGE BLEND FRDPX Franklin VIP Rising Dividend 2
SMALL VALUE FRVLX Franklin VIP Small Cap Value 2
MID-CAP BLEND GABVX Gabelli Capital Asset
LARGE BLEND GTVLX Invesco VI Basic Value II
LARGE GROWTH LCGAX Invesco VI Capital Appreciation II
LARGE BLEND CHTRX Invesco VI Core Plus Equity II
MID-CAP BLEND GTAGX Invesco VI Mid Cap Core II
LARGE BLEND MUSEX MFS VIT Core Plus Equity S
LARGE GROWTH MFEIX MFS VIT Growth S
LARGE BLEND MITIX MFS VIT Inv Trust S
Small Growth MNDIX MFS VIT New Discovery S
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
LARGE VALUE ACGIX Van Kampen LIT Growth & Income 2
INTERNATIONAL EQUITY
WORLD STOCK ATEBX AllianceBern Var Global Thematic Growth B
Foreign Large Growth GUBGX RS VP Trust International Growth
REAL ESTATE
REAL ESTATE VNQ AllianceBern Var Real Estate B
REAL ESTATE RPFRX Davis Real Estate
Others
ROOT QDFPA Davis Financial
ROOT QDVPA Davis Value Portfolio
Moderate Allocation FBALX Fidelity V3 Balanced S2
Moderate Allocation MTRIX MFS VIT Total Return S
ROOT CASH RS VP Trust Money Market
FIXED INCOME
Intermediate-Term Bond FBNDX Fidelity V5 Investment Grade Bond S2
Intermediate Government AGOVX Invesco VI Govertnment Security II
Intermediate-Term Bond MRBIX MFS VIT Research Bond S
Multisector Bond MFIIX MFS VIT Strategic Income S
High Yield Bond GUHYX RS VP Trust High Yield Bond
Intermediate-Term Bond GUIQX RS VP Trust Inv Quality Bond
Intermediate Government ACGVX Van Kampen LIT Govertnment 2
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 GUARDIAN INVESTOR INCOME ACCESS 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 GUARDIAN INVESTOR INCOME ACCESS 4-YEAR CDSC L SHARES Tactical Asset Allocation Moderate NA 7.17% 6.33% 4.79% 6.70% 8.72% NA 9.37%
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