Fund Fact Sheets

Use the following fund fact sheets to help determine if a particular underlying fund should be part of your variable annuity investment portfolio.

Definitions

Fund Description Fund Investment Policy
Sector Weightings a listing of the market sectors in which the fund invests
Top 10 Holdings the top 10 stocks or bonds held by the fund
Total Net Assets a summarized breakdown of the fund's investments
Beta (if applicable) a measure of the volatility, or systematic risk, of the fund in comparison to the market as a whole
Benchmark a standard against which the performance of the fund can be measured
Manager Information a listing of the market sectors in which the fund invests
Sector Weightings background information on the person(s) or team that manages the fund

Variable Annuities No Longer Sold

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Group Variable Annuities

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Personal Retirement Planner

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WBAN-0505 (06/17)

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