Metlife USA VA
Investment Model Portfolios
This VA plan is created based on a user's request.
Investment options of Metlife USA VA
Total Available Funds: 53
| Asset Class |
Ticker
| Description |
| Others |
|
|
| Moderate Allocation |
NoTicker |
American Funds Balanced Allocation Portfolio |
| Aggressive Allocation |
NoTicker |
American Funds Growth Allocation Portfolio |
| Moderate Allocation |
NoTicker |
American Funds Moderate Allocation Portfolio |
| ROOT |
CASH |
BlackRock Money Market Portfolio |
| ROOT |
NoTicker |
General Account |
| World Allocation |
LGMAX |
Loomis Sayles Global Markets Portfolio |
| Moderate Allocation |
FFALX |
Met/Franklin Templeton Founding Strategy Portfolio |
| Aggressive Allocation |
NoTicker |
MetLife Aggressive Strategy Portfolio |
| Moderate Allocation |
NoTicker |
MetLife Balanced Strategy Portfolio |
| Conservative Allocation |
NoTicker |
MetLife Defensive Strategy Portfolio |
| Aggressive Allocation |
NoTicker |
MetLife Growth Strategy Portfolio |
| Moderate Allocation |
NoTicker |
MetLife Moderate Strategy Portfolio |
| Technology |
RAGTX |
RCM Technology Portfolio |
| Conservative Allocation |
SLIRX |
SSgA Growth and Income ETF Portfolio |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
ABNDX |
American Funds Bond Portfolio |
| Intermediate-Term Bond |
LAG |
Barclays Capital Aggregate Bond Index Portfolio |
| High Yield Bond |
BRHYX |
BlackRock High Yield Portfolio |
| Multisector Bond |
LBNBX |
Lord Abbett Bond Debenture Portfolio (Class B) |
| Bank Loan |
EVBLX |
Met/Eaton Vance Floating Rate Portfolio |
| Inflation-Protected Bond |
PRTNX |
PIMCO Inflation Protected Bond Portfolio |
| Intermediate-Term Bond |
PTTBX |
PIMCO Total Return (Class B) |
| Multisector Bond |
PSRAX |
Pioneer Strategic Income Portfolio |
| Intermediate Government |
Western Asset Management U.S. Government Port (B) |
Western Asset Management U.S. Government Port (B) |
|
| US EQUITY |
|
|
| LARGE GROWTH |
AGTHX |
American Funds Growth Portfolio |
| LARGE BLEND |
SVVSX |
Davis Venture Value Portfolio |
| MID-CAP VALUE |
GCMAX |
Goldman Sachs Mid Cap Value Portfolio |
| Small Growth |
GTSAX |
Invesco Small Cap Growth Portfolio |
| LARGE GROWTH |
JDCAX |
Janus Forty Portfolio |
| LARGE GROWTH |
PJFAX |
Jennison Growth Portfolio |
| MID-CAP VALUE |
LZMIX |
Lazard Mid Cap Portfolio (Class B) |
| LARGE GROWTH |
SAGYX |
Legg Mason ClearBridge Aggressive Growth Portfolio |
| LARGE BLEND |
LMVFX |
Legg Mason Value Equity Portfolio |
| LARGE BLEND |
LWSBX |
Lord Abbett Growth and Income (Class B) |
| MID-CAP VALUE |
LMCBX |
Lord Abbett Mid Cap Value Portfolio (Class B) |
| MID-CAP VALUE |
ARTQX |
Met/Artisan Mid Cap Value Portfolio |
| LARGE VALUE |
TESIX |
Met/Franklin Mutual Shares Portfolio |
| MID-CAP BLEND |
VIMAX |
MetLife Mid Cap Stock Index Portfolio |
| LARGE BLEND |
VTSMX |
MetLife Stock Index Portfolio |
| LARGE BLEND |
PIODX |
Pioneer Fund Portfolio |
| LARGE GROWTH |
RIMEX |
Rainier Large Cap Equity Portfolio |
| SMALL BLEND |
IWM |
Russell 2000 Index Portfolio |
| LARGE BLEND |
SSLGX |
SSgA Growth ETF Portfolio |
| Mid-Cap Growth |
RPMGX |
T. Rowe Price Mid Cap Growth Portfolio (Class B) |
| SMALL BLEND |
TASCX |
Third Avenue Small Cap Value Portfolio |
| Mid-Cap Growth |
TMGFX |
Turner Mid Cap Growth Portfolio |
| LARGE VALUE |
ACSTX |
Van Kampen Comstock Portfolio |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
HVTBX |
American Funds International Portfolio |
| Foreign Large Value |
OAKIX |
Harris Oakmark International Portfolio |
| Foreign Large Blend |
MRIBX |
MFS Research International Portfolio (Class B) |
| Foreign Small/Mid Value |
DFISX |
Met/Dimensional International Small Company Port |
| Foreign Large Blend |
EFA |
Morgan Stanley EAFE Index Portfolio |
|
| REAL ESTATE |
|
|
| Global Real Estate |
IRGIX |
Clarion Global Real Estate Portfolio (Class B) |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
MEMAX |
MFS Emerging Markets Equity Portfolio |
|
Investment model portfolios
We provide two types of investment model portfolios for Metlife USA VA participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
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.
|
Ticker/Portfolio |
Last 1 Week |
1 Yr |
3 Yr |
5 Yr |
10 Yr |
15 Yr |
20 Yr |
Inception |
YTD |
2024 |
2023 |
2022 |
2021 |
2020 |
2019 |
2018 |
2017 |
2016 |
2015 |
2014 |
2013 |
2012 |
2011 |
2010 |
2009 |
2008 |
2007 |
2006 |
2005 |
2004 |
2003 |
2002 |
2001 |
2000 |
1999 |
1998 |
1997 |
1996 |
1995 |
1994 |
1993 |
1992 |
1991 |
1990 |
1989 |
1988 |
1987 |
1986 |
1985 |
1984 |
1983 |
1982 |
1981 |
1980 |
1979 |
|
Annualized Return (%)
|
Metlife USA V... Moderate
|
-1.05 |
13.05 |
-1.80 |
4.35 |
-3.55 |
0.07 |
2.94 |
4.46 |
NA |
-1.18 |
14.64 |
-19.26 |
6.46 |
20.23 |
9.86 |
-6.44 |
13.00 |
960.64 |
-95.42 |
0.76 |
11.78 |
11.82 |
-2.29 |
13.51 |
31.68 |
-12.56 |
12.49 |
18.54 |
12.50 |
13.62 |
28.06 |
7.43 |
4.90 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
-1.79 |
37.82 |
8.86 |
15.20 |
12.89 |
14.04 |
10.46 |
8.70 |
NA |
24.84 |
26.12 |
-18.24 |
28.53 |
18.74 |
31.33 |
-4.55 |
21.66 |
11.83 |
1.23 |
13.52 |
32.17 |
15.82 |
1.96 |
14.91 |
26.52 |
-37.02 |
5.39 |
15.64 |
4.77 |
10.74 |
28.50 |
-22.17 |
-12.03 |
-9.05 |
21.08 |
28.62 |
33.18 |
22.87 |
37.45 |
1.18 |
10.15 |
8.24 |
32.05 |
-3.33 |
28.37 |
14.92 |
3.97 |
9.30 |
22.60 |
3.67 |
17.07 |
19.25 |
-8.55 |
27.89 |
-2.07 |
|
VSMGX (VANGUA...R SHARES)
|
-1.02 |
22.89 |
2.25 |
6.63 |
6.01 |
7.19 |
6.10 |
5.79 |
NA |
10.28 |
15.51 |
-16.01 |
10.08 |
13.59 |
19.30 |
-6.28 |
14.86 |
7.09 |
-2.21 |
6.38 |
14.73 |
9.78 |
0.12 |
13.14 |
20.35 |
-26.49 |
7.21 |
13.30 |
5.68 |
11.76 |
22.40 |
-10.34 |
-4.78 |
1.27 |
14.09 |
21.59 |
17.90 |
10.77 |
26.58 |
2.04 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Sharpe Ratio
|
Metlife USA V... Moderate
|
NA |
-0.64 |
-0.66 |
0.09 |
-0.02 |
NA |
NA |
0.02 |
0.05 |
-0.85 |
1.27 |
-2.08 |
0.65 |
2.16 |
1.75 |
-0.93 |
2.14 |
1.43 |
-0.15 |
0.12 |
1.57 |
2.10 |
-0.21 |
1.09 |
3.18 |
-1.87 |
0.83 |
1.60 |
1.64 |
1.43 |
5.41 |
1.23 |
0.58 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
0.51 |
0.88 |
0.82 |
0.65 |
NA |
NA |
0.45 |
0.43 |
1.67 |
1.73 |
-0.82 |
2.17 |
0.53 |
2.39 |
-0.35 |
3.16 |
0.89 |
0.08 |
1.19 |
2.90 |
1.25 |
0.08 |
0.82 |
0.97 |
-0.92 |
0.14 |
1.22 |
0.24 |
0.88 |
1.63 |
-0.90 |
-0.68 |
-0.60 |
0.97 |
1.23 |
1.61 |
1.62 |
4.31 |
-0.19 |
0.90 |
0.57 |
1.91 |
-0.55 |
1.71 |
0.59 |
-0.01 |
0.30 |
1.47 |
-0.26 |
0.79 |
0.63 |
-1.30 |
1.17 |
-3.84 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
0.72 |
0.74 |
0.55 |
0.50 |
NA |
NA |
0.51 |
0.97 |
0.87 |
1.45 |
-1.22 |
1.32 |
0.70 |
2.77 |
-0.87 |
3.75 |
0.83 |
-0.26 |
1.01 |
2.16 |
1.23 |
0.01 |
1.18 |
1.12 |
-0.98 |
0.39 |
1.34 |
0.49 |
1.49 |
2.09 |
-0.75 |
-0.59 |
-0.24 |
1.06 |
1.56 |
1.56 |
0.91 |
4.18 |
4.60 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Standard Deviation(%)
|
Metlife USA V... Moderate
|
NA |
9.16 |
9.13 |
9.36 |
293.03 |
NA |
NA |
189.26 |
10.22 |
9.18 |
8.15 |
9.92 |
9.95 |
9.25 |
4.82 |
8.35 |
5.77 |
670.36 |
639.33 |
6.42 |
7.48 |
5.61 |
11.22 |
12.27 |
9.93 |
7.23 |
11.51 |
9.52 |
6.28 |
8.89 |
5.06 |
5.16 |
4.47 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
19.85 |
17.21 |
17.41 |
18.48 |
NA |
NA |
18.10 |
24.02 |
12.67 |
13.09 |
24.19 |
13.11 |
34.69 |
12.48 |
17.11 |
6.68 |
13.11 |
15.51 |
11.39 |
11.07 |
12.74 |
23.36 |
18.07 |
27.22 |
40.99 |
16.02 |
10.04 |
10.29 |
11.10 |
17.04 |
25.96 |
21.55 |
22.20 |
18.17 |
20.48 |
18.21 |
11.77 |
7.77 |
9.92 |
8.83 |
9.93 |
14.69 |
16.06 |
13.09 |
17.07 |
33.80 |
16.55 |
11.67 |
12.80 |
13.62 |
18.09 |
14.61 |
16.53 |
23.80 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
10.49 |
10.11 |
10.08 |
10.41 |
NA |
NA |
11.48 |
12.31 |
7.69 |
8.26 |
14.34 |
7.62 |
19.08 |
6.43 |
8.81 |
3.80 |
8.31 |
8.51 |
6.28 |
6.80 |
7.99 |
14.68 |
11.10 |
18.01 |
27.95 |
10.37 |
7.43 |
6.96 |
7.25 |
10.38 |
15.37 |
12.42 |
12.30 |
10.07 |
11.65 |
9.10 |
7.74 |
5.41 |
15.57 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Draw Down(%)
|
Metlife USA V... Moderate
|
NA |
7.19 |
18.94 |
21.60 |
95.63 |
NA |
NA |
95.76 |
0.86 |
7.19 |
7.69 |
19.84 |
5.93 |
10.14 |
3.44 |
13.28 |
2.69 |
89.72 |
95.52 |
6.40 |
7.41 |
5.60 |
11.65 |
10.28 |
4.51 |
16.96 |
8.73 |
12.91 |
5.78 |
11.35 |
2.05 |
5.94 |
4.11 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
18.76 |
18.76 |
24.59 |
33.83 |
NA |
NA |
55.25 |
18.76 |
8.45 |
9.97 |
24.59 |
5.14 |
33.83 |
6.63 |
19.40 |
2.60 |
10.29 |
12.05 |
7.30 |
5.59 |
9.60 |
18.71 |
15.66 |
27.17 |
47.73 |
9.88 |
7.47 |
7.01 |
7.47 |
13.79 |
33.02 |
29.18 |
16.55 |
11.81 |
19.20 |
10.79 |
7.45 |
2.50 |
8.48 |
4.84 |
5.63 |
5.57 |
19.19 |
7.35 |
7.24 |
33.08 |
11.63 |
7.51 |
10.58 |
7.02 |
13.21 |
15.61 |
16.03 |
2.40 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
9.62 |
12.88 |
22.29 |
22.43 |
NA |
NA |
41.18 |
9.62 |
4.17 |
8.15 |
21.74 |
3.53 |
22.43 |
3.12 |
11.47 |
1.14 |
6.20 |
8.34 |
4.70 |
5.67 |
6.27 |
12.90 |
8.64 |
19.61 |
36.81 |
6.11 |
6.13 |
4.74 |
5.89 |
8.91 |
20.06 |
17.93 |
8.77 |
6.26 |
11.99 |
6.02 |
4.75 |
1.82 |
1.89 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Yield(%)
|
Metlife USA V... Moderate
|
NA |
6.23 |
5.01 |
4.67 |
3.30 |
NA |
NA |
5.35 |
NA |
0.63 |
6.65 |
2.82 |
5.57 |
5.45 |
2.93 |
2.42 |
0.58 |
27.50 |
2.07 |
2.36 |
4.40 |
2.91 |
3.72 |
4.79 |
4.19 |
2.47 |
8.94 |
8.76 |
6.36 |
3.14 |
3.17 |
5.22 |
5.93 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VSMGX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Data as of 10/31/2024, AR inception is 12/31/2000
