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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

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
Metlife USA VA Tactical Asset Allocation Moderate NA 13.05% -1.80% 4.35% -3.55% 0.07% 2.94% 4.46%
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