Overview |
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Investment Objective
The Portfolios primarily seek to provide capital preservation.
Investment Strategy
The Portfolios invest in six Vanguard mutual funds, one iShares mutual fund, one iShares exchange-traded fund, one Schwab exchanged-traded fund, and the Principal Protected Portfolio. Through these investments, the Portfolios allocate their assets to Underlying Investments that invest primarily in bonds and principal protected securities.
The percentages of the Portfolio's assets allocated to each Underlying Fund are:
Vanguard Total Stock Market Index Instl Plus (VSMPX) 6.00%
Schwab US REIT ETF (SCHH) 0.50%
iShares MSCI EAFE Instl Index K (BTMKX) 2.50%
Vanguard Emerging Markets Index I (VEMIX) 1.00%
Vanguard Total Bond Market II Index (VTBNX) 6.00%
Vanguard Short-Term Bond Index I (VBITX) 6.00%
Vanguard Short-Term Inflation Protected Securities (VTSPX) 3.00%
Vanguard High-Yield Admiral (VWEAX) 1.00%
iShares Core International Aggregate Bond ETF (IAGG) 4.00%
Ameritas Principal Protected Portfolio 70.00%
Investment Risks
It is possible to lose money by investing in these Portfolios. The likelihood of loss may be greater if you invest for a shorter period of time. An investment in these Portfolios is not a deposit of a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. For a list and descriptions of the risks associated with the Vanguard funds, BlackRock funds, Schwab funds and Ameritas, see Explanations of Investment Risk Factors, Appendix A.
Average Annual Returns - Updated Monthly as of
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Annual Investment Returns
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