04/30/2024 | Press release | Distributed by Public on 04/30/2024 14:36
Updating Summary Prospectus dated May 1, 2024
For Current Policy Owners
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Updating Summary Prospectus Contents | |
Updated Information about Your Policy |
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Important Information You Should Consider about the Policy |
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Appendix: Underlying Funds Available under the Policy |
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FEES AND EXPENSES | Location in Statutory Prospectus | |
Charges for Early Withdrawals
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No surrender charges apply to full surrenders. Partial surrenders are subject to a transaction fee. | CHARGES AND DEDUCTIONS |
Transaction Charges | You may also be charged for other transactions, including a sales charge and taxes assessed on each premium paid, and transfer fees. | SUMMARY: FEE TABLES - Transaction Fees |
Ongoing Fees and Expenses |
In addition to transaction charges, an investment in the Policy is subject to certain ongoing fees and expenses, including fees and expenses covering the cost of insurance under the Policy and the cost of optional benefits under the Policy. Such fees and expenses are set based on the characteristics of the Insured (e.g., age, sex, and rating classification). You should view the Data Pages for rates applicable to you. "Data Pages" are the pages of the policy which contain information specific to you, to the Insured and the Policy. Current or revised Data Pages may be sent to you from time to time.
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SUMMARY: FEE TABLES - Transaction Fees and Periodic Charges Other Than Annual Underlying Fund Expenses |
Investors will also bear expenses associated with the Underlying Fund Companies, as shown in the following table: | SUMMARY: FEE TABLES - Annual Underlying Fund Expenses | |
Annual Fee | Minimum | Maximum |
Investment Options (Underlying Fund Fees and Expenses) | 0.13% | 4.52% |
RISKS | Location in Statutory Prospectus | |
Risk of Loss | You can lose money by investing in a Policy. | PRINCIPAL RISKS OF INVESTING IN THE POLICY - Risk of Loss; Not a Short Term Investment |
Not a Short-Term Investment | The Policy is not a short-term investment and is not appropriate for an investor that needs ready access to cash. If you take a withdrawal, any surrender charge will reduce the value of your Policy. | |
Risks of Underlying Funds | An investment in the Policy is subject to the risk of poor investment performance and can vary depending on the performance of the Underlying Funds. Each Underlying Fund has its own unique risks. A comprehensive discussion of the risks of each Underlying Fund may be found in the Underlying Fund's prospectus. You should review these investment options before making an investment decision. | PRINCIPAL RISKS OF INVESTING IN THE POLICY - Risks of Underlying Funds |
Insurance Company Risks | An investment in the Policy is subject to the risks related to the Company. Any obligations (including under the Fixed Account), guarantees, or benefits are subject to the claims-paying ability of the Company. More information about the Company, including its financial strength ratings, is available at https://investors.principal.com/investor-relations/our-business/credit-ratings/default.aspx. | GENERAL DESCRIPTION OF THE POLICY - General Account |
Contract Lapse | When the Policy lapses, it terminates with no value and no longer provides any life insurance benefit upon the death of the Insured. Poor investment performance, partial surrenders, or policy loans may increase the risk of lapse. If your Policy lapses, you can only reinstate it under certain conditions, including making certain payments. | PRINCIPAL RISKS OF INVESTING IN THE POLICY - Policy Termination (Lapse) |
RESTRICTIONS | Location in Statutory Prospectus | |
Investments |
While you may transfer amounts in the Divisions (which invest in shares of a corresponding Underlying Fund) and Fixed Account, certain restrictions and transfer fees apply with regard to the number and amount of such transfers. Transfers are also subject to the excessive trading and market timing polices described in this prospectus.
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GENERAL DESCRIPTION OF THE POLICY - Limitations on Transfers |
We reserve the right to remove or substitute Underlying Funds as investment options.
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GENERAL DESCRIPTION OF THE POLICY - Reservation of Rights | |
Optional Benefits | Some optional benefits under the Policy are subject to limitations, restrictions, and additional charges, including with respect to their availability and the amounts that may be paid under such benefits. | OPTIONAL BENEFITS UNDER THE POLICY |
Withdrawals may reduce the value of a benefit by an amount greater than the value withdrawn, which could significantly reduce the value or even terminate the benefit. | OPTIONAL BENEFITS UNDER THE POLICY | |
Not all of the options described in the prospectus are available or approved for use in every state. | GENERAL DESCRIPTION OF THE POLICY - Material State Variations |
TAXES | Location in Statutory Prospectus |
You should consult with a tax professional to determine the tax implications of an investment in, and payments received under, the Policy. There is no additional tax benefit to you if the Policy is purchased through a tax-qualified plan or individual retirement account (IRA), and withdrawals will be subject to ordinary income tax and may be subject to tax penalties
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TAX ISSUES RELATED TO THE POLICY |
CONFLICTS OF INTEREST | Location in Statutory Prospectus | |
Investment Professional Compensation | The Company pays compensation to broker-dealers, financial institutions and other parties for the sale of the Policy, including commissions on premiums paid on the Policy. The Company and/or its affiliates may also pay other amounts such as marketing allowances, expense reimbursements and education payments. Such compensation may influence the financial intermediary or sales representative to recommend the purchase of this Policy over competing policies or over other investment options. | PRINCIPAL RISKS OF INVESTING IN THE POLICY - Conflicts of Interest |
Exchanges | Some financial representatives may have a financial incentive to offer a new policy in place of the one you already own. You should only exchange an existing Policy if you determine, after comparing the features, fees and risks of both policies, that it is preferable to purchase the new policy rather than continue to own an existing Policy. | PRINCIPAL RISKS OF INVESTING IN THE POLICY - Conflicts of Interest |
Fund Company and Fund Name and Class | Fund Type |
Advisor/ Sub-Advisor |
Current Expense Ratio | Average Annual Total Returns | ||
1 yr | 5 yr | 10 yr | ||||
AllianceBernstein Variable Products Discovery Value - Class A | Small/Mid US Equity | AllianceBernstein L.P. | 0.81% | 17.18% | 10.78% | 7.55% |
AllianceBernstein Variable Products International Value - Class A* | International Equity | 0.90% | 15.15% | 5.81% | 2.09% | |
AllianceBernstein Variable Products Small Cap Growth - Class A (not available to new investors after 2/1/2013)* | Small/Mid US Equity | 0.90% | 18.02% | 10.57% | 8.53% | |
AllianceBernstein Variable Products Sustainable Global Thematic Growth - Class A* | International Equity | 0.92% | 16.01% | 13.56% | 9.60% | |
American Funds Insurance Series Capital World Bond - Class 2* | Fixed Income | Capital Research and Management Company | 0.73% | 6.14% | (0.33%) | 0.36% |
American Funds Insurance Series Global Balanced - Class 2 | Asset Allocation | 0.77% | 13.83% | 7.44% | 5.40% | |
American Funds Insurance Series Global Small Capitalization - Class 2 | International Equity | 0.91% | 16.17% | 8.31% | 5.78% | |
American Funds Insurance Series Growth - Class 2 | Large US Equity | 0.59% | 38.48% | 18.67% | 14.35% | |
American Funds Insurance Series International - Class 2 | International Equity | 0.78% | 15.84% | 4.83% | 3.41% | |
American Funds Insurance Series New World - Class 2* | International Equity | 0.82% | 16.00% | 8.64% | 4.69% | |
American Funds Insurance Series Washington Mutual Investors - Class 2* | Large US Equity | 0.52% | 17.29% | 12.60% | 9.91% | |
BNY Mellon IP MidCap Stock - Service Class | Small/Mid US Equity | BNY Mellon Investment Adviser, Inc./Mellon Investments Corp | 1.05% | 17.99% | 10.42% | 7.17% |
BNY Mellon IP Technology Growth - Service Class | Other-Technology | BNY Mellon Investment Adviser, Inc. | 1.03% | 59.00% | 15.31% | 12.94% |
BNY Mellon Sustainable U.S. Equity - Service Class | Large US Equity | BNY Mellon Investment Adviser, Inc./Newton Investment Management (North America) Limited | 0.92% | 23.51% | 14.85% | 10.18% |
BNY Mellon VIF Appreciation - Service Class | Large US Equity | Fayez Sarofim & Co/BNY Mellon Investment Adviser, Inc. | 1.10% | 20.67% | 15.94% | 10.81% |
CVT EAFE International Index - Class F* | International Equity | Calvert Research and Management | 0.68% | 17.53% | 7.61% | 3.58% |
CVT Investment Grade Bond Index - Class I* | Fixed Income | Calvert Research and Management/Ameritas Investment Partners, Inc. | 0.32% | 5.47% | 1.06% | 1.68% |
CVT Russell 2000 Small Cap Index - Class F* | Small/Mid US Equity | 0.59% | 16.36% | 9.48% | 6.54% | |
ClearBridge Mid Cap - Class I | Small/Mid US Equity | ClearBridge Investments, LLC/Legg Mason Partners Fund Advisor, LLC | 0.83% | 12.92% | 10.73% | 7.10% |
ClearBridge Small Cap Growth - Class I | Small/Mid US Equity | 0.80% | 8.40% | 9.56% | 7.89% | |
DWS Alternative Asset Allocation - Class B | Other-Multialternative | RREEF America L.L.C./DWS Investment Management Amercias Inc. | 1.21% | 5.67% | 5.70% | 2.63% |
DWS Small Mid Cap Value - Class B* | Small/Mid US Equity | DWS Investment Management Americas Inc | 1.17% | 14.59% | 8.38% | 5.13% |
Fidelity VIP Consumer Staples - Service Class 2 | Other - Consumer Defensive | Fidelity Management & Research Company | 0.87% | |||
Fidelity VIP Contrafund - Service Class 2 | Large US Equity | 0.81% | 33.12% | 16.36% | 11.33% | |
Fidelity VIP Energy - Service Class 2 | Other - Equity Energy | 0.86% | ||||
Fidelity VIP Equity-Income - Service Class 2 | Large US Equity | 0.72% | 10.38% | 12.01% | 8.31% | |
Fidelity VIP Extended Market Index - Service Class 2 | Small/Mid US Equity | Fidelity Management & Research Co/Geode Capital Management, LLC and FMR Co., Inc. | 0.38% | 17.11% | 11.04% | |
Fidelity VIP Gov't Money Market - Service Class | Short-Term Fixed Income | Fidelity Management and Research Co | 0.37% | 4.80% | 1.66% | 1.05% |
Fidelity VIP High Income - Service Class 2 | Fixed Income | 1.02% | 10.24% | 3.60% | 3.14% | |
Fidelity VIP International Index - Service Class 2 | International Equity | Fidelity Management & Research Co/Geode Capital Management, LLC and FMR Co., Inc. | 0.42% | 15.88% | 6.89% | |
Fidelity VIP Mid Cap - Service Class 2 | Small/Mid US Equity | Fidelity Management and Research Co | 0.82% | 14.80% | 12.17% | 7.85% |
Fidelity VIP Strategic Income - Service Class 2 | Fixed Income | 0.90% | 9.18% | 3.47% | 3.10% | |
Fidelity VIP Total Market Index - Service Class 2 | Asset Allocation | Fidelity Management & Research Co/Geode Capital Management, LLC and FMR Co., Inc. | 0.37% | 25.71% | 14.73% | |
Franklin Templeton VIP Trust - Franklin Income VIP - Class 2* | Balanced/Asset Allocation | Templeton Investment Counsel, LLC/Franklin Advisers, Inc. | 0.71% | 8.62% | 6.98% | 5.01% |
Franklin Templeton VIP Trust - Franklin Mutual Global Discovery VIP - Class 2 | International Equity | Franklin Mutual Advisers, LLC | 1.15% | 20.31% | 10.16% | 5.98% |
Franklin Templeton VIP Trust - Franklin Mutual Shares VIP - Class 2 | Large US Equity | 0.93% | 13.46% | 7.81% | 5.43% | |
Franklin Templeton VIP Trust - Franklin Rising Dividends VIP - Class 2 | Large US Equity | 0.90% | 12.08% | 13.75% | 10.23% | |
Franklin Templeton VIP Trust - Franklin Small Cap Value VIP - Class 2 | Small/Mid US Equity | 0.91% | 12.75% | 11.06% | 7.04% | |
Franklin Templeton VIP Trust - Franklin Strategic Income VIP - Class 2 | Fixed Income | Franklin Advisers, Inc. | 1.09% | 8.18% | 1.96% | 1.77% |
Franklin Templeton VIP Trust - Templeton Developing Markets VIP - Class 2 | International Equity | Templeton Asset Management Ltd./Franklin Templeton Investment Management Limited | 1.35% | 12.62% | 4.22% | 2.32% |
Franklin Templeton VIP Trust - Templeton Foreign VIP - Class 2* | International Equity | Templeton Investment Counsel, LLC | 1.07% | 20.76% | 5.27% | 1.28% |
Franklin Templeton VIP Trust - Templeton Global Bond VIP - Class 2* | Fixed Income | Franklin Advisers, Inc. | 0.75% | 2.88% | (2.13%) | (0.66%) |
Franklin Templeton VIP Trust - Franklin U.S. Government Securities VIP - Class 2 | Fixed Income | 0.77% | 4.47% | 0.22% | 0.73% | |
Invesco VI American Franchise - Series II | Large US Equity | Invesco Advisers, Inc. | 1.11% | 40.60% | 15.88% | 11.42% |
Invesco VI American Value- Series I | Small/Mid US Equity | 0.89% | 15.60% | 12.74% | 7.26% | |
Invesco VI Core Equity- Series II | Large US Equity | 1.05% | 23.09% | 12.67% | 7.53% | |
Invesco VI Discovery Mid Cap Growth- Series I* | Small/Mid US Equity | 0.87% | 13.15% | 12.77% | 9.79% | |
Invesco VI EQV International Equity - Series I | International Equity | 0.90% | 18.15% | 8.42% | 4.33% | |
Invesco VI Global Real Estate - Series I | Other-Global Real Estate | Invesco Asset Management Limited/Invesco Advisers, Inc. | 1.02% | 9.05% | 2.11% | 3.10% |
Invesco VI Health Care- Series I | Other-Health | Invesco Advisers, Inc. | 0.96% | 3.02% | 8.75% | 6.87% |
Invesco VI Main Street Mid Cap- Series II | Small/Mid US Equity | 1.19% | 14.14% | 10.32% | 6.45% | |
Invesco VI Main Street Small Cap - Series II* | Small/Mid US Equity | 1.13% | 17.82% | 12.78% | 8.66% | |
Invesco VI Small Cap Equity- Series I | Small/Mid US Equity | 0.95% | 16.57% | 12.44% | 6.55% | |
Janus Henderson Series Balanced - Service Class | Balanced/Asset Allocation | Janus Capital Management LLC | 0.87% | 15.13% | 9.37% | 7.73% |
Janus Henderson Series Enterprise- Service Class | Small/Mid US Equity | 0.97% | 17.78% | 13.14% | 11.82% | |
Janus Henderson Series Flexible Bond - Service Class* | Fixed Income | 0.82% | 5.29% | 1.55% | 1.66% | |
Janus Henderson Series Forty - Service Class | Large US Equity | 0.80% | 39.65% | 16.64% | 13.45% | |
Janus Henderson Series Global Research - Service Class | International Equity | 0.86% | 26.47% | 13.05% | 8.74% | |
Janus Henderson Global Sustainable Equity- Service |
International Equity | Janus Henderson Investors US LLC | 1.12% | 23.24% | ||
Janus Henderson Series Global Technology and Innovation - Service Class | Other-Technology | Janus Capital Management LLC | 0.97% | 54.27% | 20.05% | 16.86% |
Lord Abbett Series Fund Developing Growth- Class VC* | Small/Mid US Equity | Lord, Abbett & Co, LLC | 1.04% | 8.17% | 8.90% | 6.82% |
LVIP American Century Capital Appreciation - Service Class | Small/Mid US Equity | Lincoln Investment Advisors Corporation, through a sub-advisory agreement with American Century Investment Management Inc. | 0.94% | 20.55% | 13.09% | 9.20% |
LVIP American Century Disciplined Core Value - Service Class | Large US Equity | 0.96% | 8.24% | 9.92% | 7.92% | |
LVIP American Century Inflation Protection - Service Class | Fixed Income | 0.77% | 3.40% | 2.65% | 1.90% | |
LVIP American Century International - Service Class | International Equity | 1.10% | 12.43% | 8.12% | 3.91% | |
LVIP American Century Mid Cap Value - Service Class | Small/Mid US Equity | 1.01% | 6.03% | 10.90% | 8.61% | |
LVIP American Century Value - Service Class | Large US Equity | 0.86% | 9.02% | 11.71% | 8.36% |
Macquarie VIP Small Cap Value - Service Class | Small/Mid US Equity | Delaware Management Company | 1.08% | 9.10% | 9.87% | 6.77% |
MFS Blended Research Small Cap Equity- Service Class | Small/Mid US Equity | Massachusetts Financial Services Company | 0.76% | 18.67% | 10.01% | 8.00% |
MFS Global Equity Series - Service Class* | International Equity | 1.17% | 13.88% | 9.96% | 6.93% | |
MFS Growth Series - Service Class | Large US Equity | 0.98% | 35.51% | 15.59% | 12.69% | |
MFS Inflation Adjusted Bond - Service Class | Fixed Income | 0.82% | 2.46% | (0.11%) | 0.27% | |
MFS International Intrinsic Value - Service Class* | International Equity | 1.14% | 17.37% | 8.31% | 6.66% | |
MFS Mid Cap Value- Service Class | Small/Mid US Equity | 1.04% | 12.39% | 12.60% | 8.46% | |
MFS New Discovery- Service Class* | Small/Mid US Equity | 1.12% | 14.25% | 10.81% | 7.41% | |
MFS New Discovery Value - Service Class* | Small/Mid US Equity | 1.13% | 11.22% | 12.84% | 9.05% | |
MFS Research International - Service Class* | International Equity | 1.14% | 12.83% | 8.23% | 3.89% | |
MFS Total Return - Service Class* | Balanced/Asset Allocation | 0.86% | 10.22% | 8.27% | 6.27% | |
MFS Utilities - Service Class | Other-Utilities | 1.04% | (2.33%) | 8.05% | 6.13% | |
MFS Value - Service Class* | Large US Equity | 0.94% | 7.63% | 11.07% | 8.25% | |
Neuberger Berman AMT Mid Cap Growth - Class S* | Small/Mid US Equity | Neuberger Berman LLC | 1.11% | 17.96% | 11.86% | 8.69% |
Neuberger Berman AMT Sustainable Equity - Class I | Large US Equity | 0.90% | 26.90% | 13.97% | 9.99% | |
PIMCO VIT All Asset - Administrative Class* | Balanced/Asset Allocation | Research Affiliates, LLC/Pacific Investment Management Company LLC | 2.185% | 8.14% | 6.02% | 4.04% |
PIMCO VIT CommodityRealReturn Strategy - Administrative Class | Other-Commodities | Pacific Investment Management Company LLC | 1.48% | (7.85%) | 8.55% | (0.81%) |
PIMCO VIT Emerging Markets Bond - Administrative Class | Fixed Income | 1.27% | 11.14% | 2.25% | 2.78% | |
PIMCO VIT High Yield - Administrative Class | Fixed Income | 0.77% | 12.25% | 4.84% | 4.16% | |
PIMCO VIT Long-Term U.S. Government - Administrative Class | Fixed Income | 2.005% | 3.99% | (1.29%) | 2.05% | |
PIMCO VIT Low Duration - Administrative Class | Short-Term Fixed Income | 0.69% | 4.98% | 0.99% | 0.91% | |
PIMCO VIT Real Return - Administrative Class | Fixed Income | 0.84% | 3.67% | 3.16% | 2.25% | |
PIMCO VIT Short-Term - Administrative Class | Short-Term Fixed Income | 0.66% | 5.92% | 2.13% | 1.87% | |
PIMCO VIT Total Return - Administrative Class | Fixed Income | 0.75% | 5.94% | 1.09% | 1.71% | |
Principal Variable Contracts Funds ("PVC") Bond Market Index - Class 1 | Fixed Income | Principal Global Investors, LLC | 0.15% | 5.51% | 0.92% | 1.57% |
PVC Core Plus Bond- Class 1 | Fixed Income | 0.50% | 5.34% | 1.61% | 2.01% | |
PVC Diversified International- Class 1 | International Equity | 0.89% | 17.45% | 8.01% | 4.23% | |
PVC Equity Income- Class 1 | Large US Equity | 0.49% | 11.22% | 10.87% | 9.22% | |
PVC Global Emerging Markets- Class 1* | International Equity | 1.16% | 12.53% | 4.18% | 2.17% | |
PVC Government & High Quality Bond- Class 1 | Fixed Income | 0.53% | 4.64% | (0.06%) | 1.01% | |
PVC LargeCap Growth I- Class 1* | Large US Equity | Principal Global Investors/T. Rowe Price Associates, Inc. and Brown Advisory, LLC | 0.69% | 40.34% | 15.66% | 13.01% |
PVC LargeCap S&P 500 Index - Class 1 | Large US Equity | Principal Global Investors, LLC | 0.21% | 25.97% | 15.37% | 11.72% |
PVC MidCap- Class 1 | Small/Mid US Equity | 0.55% | 26.08% | 15.60% | 11.87% | |
PVC Principal Capital Appreciation- Class 1 | Large US Equity | 0.65% | 25.15% | 16.03% | 11.89% | |
PVC Principal LifeTime 2020- Class 1 | Asset Allocation | 0.55% | 12.26% | 6.95% | 5.34% | |
PVC Principal LifeTime 2030- Class 1 | Asset Allocation | 0.58% | 15.09% | 8.64% | 6.33% | |
PVC Principal LifeTime 2040- Class 1 | Asset Allocation | 0.64% | 18.27% | 10.10% | 7.16% | |
PVC Principal LifeTime 2050- Class 1 | Asset Allocation | 0.69% | 20.38% | 11.02% | 7.68% | |
PVC Principal LifeTime 2060- Class 1* | Asset Allocation | 0.75% | 20.28% | 11.32% | 7.73% | |
PVC Principal LifeTime Strategic Income- Class 1 | Asset Allocation | 0.54% | 10.79% | 4.54% | 3.64% | |
PVC Real Estate Securities- Class 1 | Small/Mid US Equity | 0.80% | 13.33% | 8.52% | 8.71% | |
PVC SAM Balanced- Class 1 | Asset Allocation | 0.73% | 16.00% | 8.12% | 6.23% | |
PVC SAM Conservative Balanced- Class 1 | Asset Allocation | 0.70% | 11.97% | 5.95% | 4.87% | |
PVC SAM Conservative Growth- Class 1 | Asset Allocation | 0.77% | 19.37% | 10.12% | 7.49% | |
PVC SAM Flexible Income- Class 1 | Asset Allocation | 0.65% | 9.37% | 4.29% | 3.92% | |
PVC SAM Strategic Growth- Class 1 | Asset Allocation | 0.80% | 21.86% | 11.78% | 8.26% | |
PVC Short-Term Income- Class 1 | Short-Term Fixed Income | 0.43% | 5.60% | 1.84% | 1.72% | |
PVC SmallCap- Class 1 | Small/Mid US Equity | 0.85% | 15.53% | 11.39% | 7.81% | |
Putnam VT International Value - Class IB | International Equity | Putnam Investment Management, LLC /Putnam Investments Limited and The Putnam Advisory Company, LLC | 1.13% | 18.68% | 9.70% | 3.88% |
Putnam VT Large Cap Growth - Class IB | Large US Equity | Putnam Investment Management, LLC | 0.90% | 44.47% | 18.49% | 14.39% |
Putnam VT Small Cap Growth - Class IB | Small/Mid US Equity | 1.14% | ||||
Putnam VT Small Cap Value - Class IB | Small/Mid US Equity | 1.03% | ||||
Rydex VI Basic Materials Fund | Other-Natural Resources | Security Investors, LLC, which operates under the name of Guggenheim Investments | 1.79% | 8.97% | 11.97% | 6.49% |
Rydex VI Utilities Fund | Other-Utilities | 1.79% | (7.12%) | 3.94% | 6.35% | |
T. Rowe Price Health Sciences - Class II* | Other-Health | T. Rowe Price Associates Inc. | 1.11% | 2.68% | 10.96% | 11.03% |
TOPS Managed Risk Balanced ETF- Class 2 | Asset Allocation | Milliman Financial Risk Management, LLC/ ValMark Advisers, Inc. | 0.77% | 9.03% | 4.83% | 3.24% |
TOPS Managed Risk Growth ETF- Class 2 | Asset Allocation | 0.75% | 11.14% | 5.86% | 3.33% | |
TOPS Managed Risk Moderate Growth ETF- Class 2 | Asset Allocation | 0.75% | 10.33% | 5.51% | 3.52% | |
VanEck VIP Global Resources- Initial Class | Other-Natural Resources | Van Eck Associates Corp | 1.12% | (3.58%) | 10.61% | (1.01%) |
Vanguard VIF Balanced | Balanced/Asset Allocation | Wellington Management Company, LLP | 0.21% | 14.33% | 9.59% | 7.89% |
Vanguard VIF Conservative Allocation (available starting June 5, 2023) |
Balanced/Asset Allocation | The Vanguard Group, Inc. | 0.13% | 12.51% | 5.60% | 4.84% |
Vanguard VIF Equity Income (available starting June 5, 2023) |
Large US Equity | Wellington Management Company, LLP & The Vanguard Group, Inc. | 0.29% | 8.10% | 11.57% | 9.53% |
Vanguard VIF Global Bond Index | Fixed Income | The Vanguard Group, Inc. | 0.13% | 6.52% | 0.99% | |
Vanguard VIF International |
International Equity | Baillie Giford Overseas Ltd. & Schroder Investment Management North America Inc. | 0.33% | 14.65% | 10.28% | 6.80% |
Vanguard VIF Mid-Cap Index | Small/Mid US Equity | The Vanguard Group, Inc. | 0.17% | 15.83% | 12.56% | 9.27% |
Vanguard VIF Real Estate Index |
Asset Allocation | 0.26% | 11.70% | 7.18% | 7.29% | |
Wanger International* | International Equity | Columbia Wanger Asset Management, LLC | 1.14% | 16.95% | 6.45% | 3.50% |