This supplement updates certain information contained in the prospectus. Please read it and keep it with the prospectus for future reference. |
1) | If the policy offers an Enhanced Dollar Cost Averaging program, the following sentence is hereby added to the end of Enhanced Dollar Cost Averaging section: |
"Enhanced Dollar Cost Averaging transfers are not considered transfer events." | |
2) | The following section is hereby deleted and replaced in its entirety and is added to The General Information section of The Policy provision: |
3) | The following section is hereby added to The General Information section of The Policy provision: |
1) | The Total Annual Mutual Fund Operating Expenses table, which shows the minimum and maximum total operating expenses, as of December 31, 2020, charged by the underlying mutual funds that a policy owner may periodically pay while the policy is in force. More detail concerning each mutual fund’s fees and expenses is contained in the mutual fund’s prospectus. |
2) | The Legal Proceedings for Nationwide Life and Annuity Insurance Company, which describe certain information about the legal and regulatory proceedings that the Company is subject to. |
3) | The Underlying Mutual Fund Information appendix, which contains information about the mutual funds available to the policy owner through investment in the sub-accounts. |
Total Annual Mutual Fund Operating Expenses | |||||
Minimum | Maximum | ||||
Total
Annual Mutual Fund Operating Expenses (expenses that are deducted from the mutual fund assets, including management fees, distribution (12b-1) fees, and other expenses) |
0.27% | 4.00% |
Designations Key: | |
FF: | The underlying mutual fund corresponding to this Sub-Account primarily invests in other mutual funds. Therefore, a proportionate share of the fees and expenses of any acquired funds are indirectly borne by investors. As a result, investors in this Sub-Account may incur higher charges than if the assets were invested in an underlying mutual fund that does not invest in other mutual funds. Refer to the prospectus for this underlying mutual fund for more information. |
Investment Advisor: | AllianceBernstein L.P. |
Investment Objective: | Long-term growth of capital. |
Investment Advisor: | AllianceBernstein L.P. |
Investment Objective: | Long-term growth of capital. |
Investment Advisor: | AllianceBernstein L.P. |
Investment Objective: | Long-term growth of capital. |
Investment Advisor: | American Century Investment Management, Inc. |
Investment Objective: | The fund pursues long-term total return using a strategy that seeks to protect against U.S. inflation. |
Investment Advisor: | American Century Investment Management, Inc. |
Investment Objective: | Capital growth. |
Investment Advisor: | American Century Investment Management, Inc. |
Investment Objective: | Long-term capital growth with income as a secondary objective. |
Investment Advisor: | American Century Investment Management, Inc. |
Investment Objective: | Long-term capital growth with income as a secondary objective. |
Investment Advisor: | Capital Research and Management Company |
Investment Objective: | The fund's investment objective is to provide high total return (including income and capital gains) consistent with preservation of capital over the long term. |
Investment Advisor: | Capital Research and Management Company |
Investment Objective: | Seeks to provide, over the long term, a high level of total return consistent with prudent investment management. |
Investment Advisor: | Capital Research and Management Company |
Investment Objective: | The fund's investment objective is to provide long-term growth of capital. |
Investment Advisor: | Capital Research and Management Company |
Investment Objective: | Seeks to provide growth of capital. |
Investment Advisor: | Capital Research and Management Company |
Investment Objective: | Seeks to achieve long-term growth of capital and income. |
Investment Advisor: | Capital Research and Management Company |
Investment Objective: | Seeks to provide long-term growth of capital |
Investment Advisor: | Capital Research and Management Company |
Investment Objective: | Seeks long-term capital appreciation. |
Investment Advisor: | Capital Research and Management Company |
Investment Objective: | The fund's investment objective is to provide as high a level of current income as is consistent with the preservation of capital. |
Investment Advisor: | BlackRock Advisors, LLC |
Sub-advisor: | BlackRock Financial Management, Inc. |
Investment Objective: | The Fund seeks to maximize total return, consistent with income generation and prudent investment management. |
Investment Advisor: | BlackRock Advisors, LLC |
Sub-advisor: | BlackRock Investment Management, LLC |
Investment Objective: | The investment objective of the Fund is to seek high total investment return. |
Investment Advisor: | BlackRock Advisors, LLC |
Sub-advisor: | BlackRock Investment Management, LLC |
Investment Objective: | Seek high total investment return. |
Investment Advisor: | BNY Mellon Investment Adviser, Inc. |
Investment Objective: | The fund seeks investment results that are greater than the total return performance of publicly traded common stocks of medium-size domestic companies in the aggregate, as represented by the Standard & Poor's MidCap 400® Index (S&P 400 Index). |
Investment Advisor: | BNY Mellon Investment Adviser, Inc. |
Investment Objective: | The fund seeks to match the performance of the Standard & Poor's® SmallCap 600 Index (S&P SmallCap 600 Index). |
Investment Advisor: | BNY Mellon Investment Adviser, Inc. |
Sub-advisor: | Mellon Investments Corporation |
Investment Objective: | The fund seeks to match the total return of the S&P 500® Index. |
Investment Advisor: | BNY Mellon Investment Adviser, Inc. |
Sub-advisor: | Fayez Sarofim & Co. |
Investment Objective: | The fund seeks long-term capital growth consistent with the preservation of capital. Its secondary goal is current income. |
Investment Advisor: | Calvert Research and Management |
Investment Objective: | The Fund seeks to provide long-term capital appreciation by investing primarily in a portfolio of the equity securities of mid-sized companies that are undervalued but demonstrate a potential for growth. |
Investment Advisor: | Davis Selected Advisors, L.P. |
Sub-advisor: | Davis Selected Advisors - NY, Inc. |
Investment Objective: | Long-term growth of capital. |
Investment Advisor: | Delaware Management Company, Inc. |
Sub-advisor: | Macquarie Investment Management Global Limited; Macquarie Funds Management Hong Kong Limited |
Investment Objective: | The Series seeks long-term capital appreciation. |
Investment Advisor: | Delaware Management Company, Inc. |
Investment Objective: | The fund seeks capital appreciation. |
Investment Advisor: | DWS Investment Management Americas, Inc. |
Investment Objective: | Long-term capital appreciation. |
Investment Advisor: | Eaton Vance Management |
Investment Objective: | The fund seeks to provide a high level of current income. |
Investment Advisor: | Federated Investment Management Company |
Investment Objective: | To provide current income. |
Investment Advisor: | Federated Investment Management Company |
Investment Objective: | Current income. |
Investment Advisor: | Fidelity Management & Research Company (FMR) |
Investment Objective: | The fund seeks capital appreciation. |
Investment Advisor: | Fidelity Management & Research Company (FMR) |
Investment Objective: | Seeks high total return with a secondary objective of principal preservation as the fund approaches its target date and beyond. |
Investment Advisor: | Fidelity Management & Research Company (FMR) |
Investment Objective: | High total return with a secondary objective of principal preservation as the fund approaches its target date and beyond. |
Investment Advisor: | Fidelity Management & Research Company (FMR) |
Investment Objective: | Seeks high total return with a secondary objective of principal preservation as the fund approaches its target date and beyond. |
Investment Advisor: | Fidelity Management & Research Company (FMR) |
Investment Objective: | High total return with a secondary objective of principal preservation as the fund approaches its target date and beyond. |
Investment Advisor: | Fidelity Management & Research Company (FMR) |
Investment Objective: | The fund seeks high total return with a secondary objective of principal preservation as the fund approaches its target date and beyond. |
Investment Advisor: | Fidelity Management & Research Company (FMR) |
Investment Objective: | High total return with a secondary objective of principal preservation as the fund approaches its target date and beyond. |
Investment Advisor: | Fidelity Management & Research Company (FMR) |
Investment Objective: | The fund seeks high total return with a secondary objective of principal preservation as the fund approaches its target date and beyond. |
Investment Advisor: | Fidelity Management & Research Company (FMR) |
Investment Objective: | The fund seeks high total return with a secondary objective of principal preservation as the fund approaches its target date and beyond. |
Investment Advisor: | Fidelity Management & Research Company (FMR) |
Investment Objective: | The fund seeks high total return with a secondary objective of principal preservation as the fund approaches its target date and beyond. |
Investment Advisor: | Fidelity Management & Research Company (FMR) |
Investment Objective: | The fund seeks high total return with a secondary objective of principal preservation as the fund approaches its target date and beyond. |
Investment Advisor: | Fidelity Management & Research Company (FMR) |
Investment Objective: | The fund seeks high total return with a secondary objective of principal preservation as the fund approaches its target date and beyond. |
Investment Advisor: | Fidelity Management & Research Company (FMR) |
Investment Objective: | Long-term capital appreciation. |
Investment Advisor: | Fidelity Management & Research Company (FMR) |
Investment Objective: | Reasonable income. |
Investment Advisor: | Fidelity Management & Research Company (FMR) |
Investment Objective: | Capital appreciation. |
Investment Advisor: | Fidelity Management & Research Company (FMR) |
Investment Objective: | High level of current income. |
Investment Advisor: | Fidelity Management & Research Company (FMR) |
Investment Objective: | Long-term growth of capital. |
Investment Advisor: | Fidelity Management & Research Company (FMR) |
Investment Objective: | The fund seeks above-average income and long-term capital growth, consistent with reasonable investment risk. The fund seeks to provide a yield that exceeds the composite yield of the S&P 500® Index. |
Investment Advisor: | Franklin Mutual Advisers, LLC |
Investment Objective: | Seeks capital appreciation. |
Investment Advisor: | Franklin Mutual Advisers, LLC |
Investment Objective: | Seeks long-term total return. |
Investment Advisor: | Templeton Investment Counsel, LLC |
Investment Objective: | Seeks long-term capital growth. |
Investment Advisor: | Franklin Advisers, Inc. |
Investment Objective: | Seeks high current income, consistent with preservation of capital, with capital appreciation as a secondary consideration. |
Investment Advisor: | Franklin Advisers, Inc. |
Investment Objective: | Seeks high current income, consistent with preservation of capital, with capital appreciation as a secondary consideration. |
Investment Advisor: | Goldman Sachs Asset Management, L.P. |
Investment Objective: | Seeks long-term growth of capital. |
Investment Advisor: | Goldman Sachs Asset Management, L.P. |
Investment Objective: | Seeks long-term growth of capital. |
Investment Advisor: | Invesco Advisers, Inc. |
Investment Objective: | The investment seeks capital appreciation. |
Investment Advisor: | Invesco Advisers, Inc. |
Investment Objective: | Capital appreciation. |
Investment Advisor: | Invesco Advisers, Inc. |
Investment Objective: | The Fund seeks capital appreciation. |
Investment Advisor: | Invesco Advisers, Inc. |
Investment Objective: | To seek long-term growth of capital and income. |
Investment Advisor: | Invesco Advisers, Inc. |
Sub-advisor: | Invesco Canada Ltd. |
Investment Objective: | Total return, comprised of current income and capital appreciation. |
Investment Advisor: | Invesco Advisers, Inc. |
Investment Objective: | Long-term growth of capital. |
Investment Advisor: | Invesco Advisers, Inc. |
Investment Objective: | The Fund seeks capital appreciation. |
Investment Advisor: | Invesco Advisers, Inc. |
Investment Objective: | Long-term growth of capital. |
Investment Advisor: | Invesco Advisers, Inc. |
Investment Objective: | Capital appreciation. |
Investment Advisor: | Invesco Advisers, Inc. |
Investment Objective: | Long-term growth of capital. |
Investment Advisor: | Invesco Advisers, Inc. |
Investment Objective: | The Fund seeks capital appreciation. |
Investment Advisor: | Ivy Investment Management Company |
Investment Objective: | To seek to provide total return. |
Investment Advisor: | Ivy Investment Management Company |
Investment Objective: | To seek to provide growth of capital. |
Investment Advisor: | Ivy Investment Management Company |
Investment Objective: | To seek to provide total return through a combination of high current income and capital appreciation. |
Investment Advisor: | Ivy Investment Management Company |
Investment Objective: | To seek to provide growth of capital. |
Investment Advisor: | Ivy Investment Management Company |
Investment Objective: | To seek to provide growth of capital. |
Investment Advisor: | Ivy Investment Management Company |
Sub-advisor: | Securian Asset Management, Inc. |
Investment Objective: | To seek to provide total return through capital appreciation and current income. |
Investment Advisor: | Janus Capital Management LLC |
Investment Objective: | Long-term capital growth, consistent with preservation of capital and balanced by current income. |
Investment Advisor: | Janus Capital Management LLC |
Investment Objective: | Long-term growth of capital. |
Investment Advisor: | Janus Capital Management LLC |
Investment Objective: | Maximum total return, consistent with preservation of capital. |
Investment Advisor: | Janus Capital Management LLC |
Investment Objective: | Long-term growth of capital. |
Investment Advisor: | Janus Capital Management LLC |
Investment Objective: | Long-term growth of capital. |
Investment Advisor: | Janus Capital Management LLC |
Sub-advisor: | Perkins Investment Management LLC ("Perkins") |
Investment Objective: | Capital appreciation. |
Investment Advisor: | Janus Capital Management LLC |
Investment Objective: | Long-term growth of capital. |
Investment Advisor: | J.P. Morgan Investment Management Inc. |
Investment Objective: | Capital appreciation with the secondary goal of achieving current income by investing primarily in equity securities. |
Investment Advisor: | J.P. Morgan Investment Management Inc. |
Investment Objective: | The Portfolio seeks capital growth over the long term. |
Investment Advisor: | Lazard Asset Management LLC |
Investment Objective: | Long-term capital appreciation. |
Investment Advisor: | Legg Mason Partners Fund Advisor, LLC |
Sub-advisor: | ClearBridge Investments, LLC |
Investment Objective: | The fund seeks long-term growth of capital. |
Investment Advisor: | Lincoln Investment Advisors Corporation (LIA) |
Sub-advisor: | BAMCO, Inc. |
Investment Objective: | Capital appreciation. |
Investment Advisor: | Lord, Abbett & Co. LLC |
Investment Objective: | To seek high current income and the opportunity for capital appreciation to produce a high total return. |
Investment Advisor: | Lord, Abbett & Co. LLC |
Investment Objective: | The Fund’s investment objective is to seek a high level of income consistent with preservation of capital. |
Investment Advisor: | Lord, Abbett & Co. LLC |
Investment Objective: | The Fund’s investment objective is to seek income and capital appreciation to produce a high total return. |
Investment Advisor: | New York Life Investment Management LLC |
Sub-advisor: | New York Investors LLC |
Investment Objective: | Seeks high current income. |
Investment Advisor: | Massachusetts Financial Services Company |
Investment Objective: | To seek capital appreciation. |
Investment Advisor: | Massachusetts Financial Services Company |
Investment Objective: | To seek capital appreciation. |
Investment Advisor: | Massachusetts Financial Services Company |
Investment Objective: | To seek capital appreciation. |
Investment Advisor: | Massachusetts Financial Services Company |
Investment Objective: | To seek total return with an emphasis on current income, but also considering capital appreciation. |
Investment Advisor: | Massachusetts Financial Services Company |
Investment Objective: | To seek capital appreciation. |
Investment Advisor: | Massachusetts Financial Services Company |
Investment Objective: | To seek capital appreciation. |
Investment Advisor: | Massachusetts Financial Services Company |
Investment Objective: | To seek capital appreciation. |
Investment Advisor: | Massachusetts Financial Services Company |
Investment Objective: | To seek capital appreciation. |
Investment Advisor: | Massachusetts Financial Services Company |
Investment Objective: | To seek capital appreciation. |
Investment Advisor: | Massachusetts Financial Services Company |
Investment Objective: | To seek total return. |
Investment Advisor: | Massachusetts Financial Services Company |
Investment Objective: | To seek capital appreciation. |
Investment Advisor: | Morgan Stanley Investment Management Inc. |
Investment Objective: | High total return by investing primarily in fixed income securities of government and government-related issuers and, to a lesser extent, of corporate issuers in emerging market countries. |
Investment Advisor: | Morgan Stanley Investment Management Inc. |
Sub-advisor: | Morgan Stanley Investment Management Company |
Investment Objective: | The Portfolio seeks to provide current income and capital appreciation. |
Investment Advisor: | Morgan Stanley Investment Management Inc. |
Investment Objective: | Long-term capital appreciation by investing primarily in growth-oriented equity securities of large capitalization companies. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | Amundi Pioneer Institutional Asset Management, Inc. |
Investment Objective: | The Fund seeks to provide above average total return over a market cycle of three to five years. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | AQR Capital Management, LLC |
Investment Objective: | The Fund seeks total return through a flexible combination of capital appreciation and current income. |
Investment Advisor: | Nationwide Fund Advisors |
Investment Objective: | The Fund seeks maximum growth of capital consistent with a more aggressive level of risk as compared to other Blueprint(SM) Funds. |
Investment Advisor: | Nationwide Fund Advisors |
Investment Objective: | The Fund seeks a high level of total return through investment in both equity and fixed income securities. |
Investment Advisor: | Nationwide Fund Advisors |
Investment Objective: | The Fund seeks growth of capital, but also seeks income consistent with a less aggressive level of risk as compared to other Blueprint (SM) Funds. |
Investment Advisor: | Nationwide Fund Advisors |
Investment Objective: | The Fund seeks a high level of total return consistent with a conservative level of risk as compared to other Blueprint(SM) Funds. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | Nationwide Asset Management, LLC |
Investment Objective: | The Fund seeks a high level of total return consistent with a moderate level of risk as compared to other Blueprint (SM) Funds. |
Investment Advisor: | Nationwide Fund Advisors |
Investment Objective: | The Fund seeks growth of capital, but also seeks income consistent with a moderately aggressive level of risk as compared to other Blueprint (SM) Funds. |
Investment Advisor: | Nationwide Fund Advisors |
Investment Objective: | The fund seeks a high level of total return consistent with a moderately conservative level of risk. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | BlackRock Investment Management, LLC |
Investment Objective: | The Fund seeks to match the performance of the Bloomberg Barclays U.S. Aggregate Bond Index as closely as possible before the deduction of Fund expenses. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | Columbia Management Investment Advisers, LLC |
Investment Objective: | The Fund seeks to maximize total return consisting of capital appreciation and/or current income. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | Lazard Asset Management LLC and Standard Life Investments (Corporate Funds) Limited |
Investment Objective: | The Fund seeks long-term capital growth by investing primarily in equity securities of companies located in emerging market countries. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | Federated Investment Management Company |
Investment Objective: | The Fund seeks to provide high current income. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | Nationwide Asset Management, LLC |
Investment Objective: | The Fund seeks as high a level of current income as is consistent with preserving capital. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | Federated Investment Management Company |
Investment Objective: | The Fund seeks as high a level of current income as is consistent with preserving capital and maintaining liquidity. The Fund is a money market fund that seeks to maintain a stable net asset value of $1.00 per share. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | Lazard Asset Management LLC |
Investment Objective: | The Fund seeks long-term capital growth by investing primarily in equity securities of companies in Europe, Australasia, the Far East and other regions, including developing countries. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | BlackRock Investment Management, LLC |
Investment Objective: | The Fund seeks to match the performance of the MSCI EAFE® Index as closely as possible before the deduction of Fund expenses. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | BlackRock Investment Management, LLC |
Investment Objective: | The Fund seeks to match the performance of the MSCI EAFE® Index as closely as possible before the deduction of Fund expenses. |
Investment Advisor: | Nationwide Fund Advisors |
Investment Objective: | The Fund seeks maximum growth of capital consistent with a more aggressive level of risk as compared to other Investor Destinations Funds. |
Investment Advisor: | Nationwide Fund Advisors |
Investment Objective: | The Fund seeks a high level of total return consistent with a conservative level of risk as compared to other Investor Destinations Funds. |
Investment Advisor: | Nationwide Fund Advisors |
Investment Objective: | The Fund seeks a high level of total return consistent with a moderate level of risk as compared to other Investor Destinations Funds. |
Investment Advisor: | Nationwide Fund Advisors |
Investment Objective: | The Fund seeks growth of capital, but also seeks income consistent with a moderately aggressive level of risk as compared to other Investor Destinations Funds. |
Investment Advisor: | Nationwide Fund Advisors |
Investment Objective: | The Fund seeks a high level of total return consistent with a moderately conservative level of risk. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | J.P. Morgan Investment Management Inc. |
Investment Objective: | The Fund seeks a high level of total return. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | J.P. Morgan Investment Management Inc. |
Investment Objective: | The Fund seeks a high level of total return from a diversified portfolio of equity securities. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | Jacobs Levy Equity Management, Inc. |
Investment Objective: | The fund seeks long-term capital growth. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | Mellon Investments Corporation |
Investment Objective: | The fund seeks capital appreciation, and secondarily current income. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | BlackRock Investment Management, LLC |
Investment Objective: | The Fund seeks capital appreciation. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | American Century Investment Management, Inc. and Thompson, Siegel & Walmsley LLC |
Investment Objective: | The fund seeks long-term capital appreciation. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | Invesco Advisers, Inc. and Wellington Management Company, LLP |
Investment Objective: | The Fund seeks capital growth. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | Jacobs Levy Equity Management, Inc. and WCM Investment Management, LLC |
Investment Objective: | The Fund seeks capital appreciation. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | Jacobs Levy Equity Management, Inc. and Invesco Advisers, Inc. |
Investment Objective: | The Fund seeks long-term growth of capital. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | Newton Investment Management Limited |
Investment Objective: | The Fund seeks long-term growth of capital by investing primarily in securities of companies that meet the fund's financial criteria and social policy. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | Wellington Management Company LLP |
Investment Objective: | The Fund seeks current income and long-term capital appreciation. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | Nationwide Asset Management, LLC |
Investment Objective: | The Fund seeks to provide a high level of current income while preserving capital and minimizing fluctuations in share value. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | BlackRock Investment Management, LLC |
Investment Objective: | The Fund seeks to match the performance of the Russell 2000® Index as closely as possible before the deduction of Fund expenses. |
Investment Advisor: | Nationwide Fund Advisors |
Sub-advisor: | Wells Capital Management, Inc. |
Investment Objective: | The Fund seeks long-term capital growth. The fund invests at least 80% of its net assets in equity securities issued by small- and medium-sized companies with market capitalization similar to those of companies included in the Russell 2500 index. |
Investment Advisor: | Neuberger Berman Investment Advisers LLC |
Investment Objective: | The fund seeks growth of capital. |
Investment Advisor: | Neuberger Berman Investment Advisers LLC |
Investment Objective: | The Fund seeks long-term growth of capital by investing primarily in securities of companies that meet the Fund's environmental, social and governance (ESG) criteria. |
Investment Advisor: | PIMCO |
Sub-advisor: | Research Affiliates, LLC |
Investment Objective: | The Portfolio seeks maximum real return, consistent with preservation of real capital and prudent investment management. |
Investment Advisor: | PIMCO |
Investment Objective: | The Portfolio seeks maximum total return, consistent with preservation of capital and prudent investment management. |
Investment Advisor: | PIMCO |
Investment Objective: | The Portfolio seeks maximum total return, consistent with preservation of capital and prudent investment management. |
Investment Advisor: | PIMCO |
Investment Objective: | The Portfolio's primary investment objective is to maximize current income. Long-term capital appreciation is a secondary objective. |
Investment Advisor: | PIMCO |
Investment Objective: | The Portfolio seeks maximum total return, consistent with preservation of capital and prudent investment management. |
Investment Advisor: | PIMCO |
Investment Objective: | The Portfolio seeks maximum total return consistent with preservation of capital and prudent investment management. |
Investment Advisor: | PIMCO |
Investment Objective: | The Portfolio seeks maximum total return, consistent with preservation of capital and prudent investment management. |
Investment Advisor: | PIMCO |
Investment Objective: | The Portfolio seeks maximum total return, consistent with preservation of capital and prudent investment management. |
Investment Advisor: | PIMCO |
Investment Objective: | The Portfolio seeks maximum real return, consistent with preservation of real capital and prudent investment management. |
Investment Advisor: | PIMCO |
Investment Objective: | The Portfolio seeks maximum total return, consistent with preservation of capital and prudent investment management. |
Investment Advisor: | Amundi Pioneer Asset Management, Inc. |
Investment Objective: | Maximize total return through a combination of income and capital appreciation. |
Investment Advisor: | Putnam Investment Management, LLC |
Sub-advisor: | Putnam Investments Limited |
Investment Objective: | Seeks capital appreciation. |
Investment Advisor: | Royce & Associates, LP |
Investment Objective: | Long-term capital growth. |
Investment Advisor: | T. Rowe Price Associates, Inc. |
Investment Objective: | The fund seeks to provide long-term capital growth by investing primarily in the common stocks of growth companies. |
Investment Advisor: | T. Rowe Price Associates, Inc. |
Investment Objective: | The fund seeks to provide long-term capital growth. Income is a secondary objective. |
Investment Advisor: | T. Rowe Price Associates, Inc. |
Investment Objective: | The fund seeks a high level of dividend income and long-term capital growth primarily through investments in stocks. |
Investment Advisor: | T. Rowe Price Associates, Inc. |
Investment Objective: | The fund seeks the highest total return over time consistent with an emphasis on both capital appreciation and income. |
Investment Advisor: | T. Rowe Price Associates, Inc. |
Investment Objective: | The fund seeks a high level of income consistent with moderate fluctuations in principal value. |
Investment Advisor: | Van Eck Associates Corporation |
Investment Objective: | Seeks long-term capital appreciation by investing primarily in global resource securities. Income is a secondary consideration. |
Investment Advisor: | Virtus Investment Advisers, Inc. |
Sub-advisor: | Duff & Phelps Investment Management Co. |
Investment Objective: | Capital appreciation and income with approximately equal emphasis. |
Investment Advisor: | Wells Fargo Funds Management, LLC |
Sub-advisor: | Wells Capital Management, Inc. |
Investment Objective: | Seeks long-term capital appreciation. |
Investment Advisor: | Wells Fargo Funds Management, LLC |
Sub-advisor: | Wells Capital Management, Inc. |
Investment Objective: | Seeks long-term capital appreciation. |