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MyPlanIQ 401k Investor Jefferson National Variable Annuity Selected

Jefferson National Variable Annuity Selected

This Plan is unrated.
Investment Options
Total Available Funds: 179
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EMRIX Van Eck VIP Tr Emerging Mkts I
DIVERSIFIED EMERGING MKTS PYEFX Pioneer Emerging Markets VCT II
Others
World Allocation WASYX Ivy Funds VIP Asset Strategy
World Allocation PAALX PIMCO VIT All Asset Admin
Moderate Allocation VBINX Vanguard VIF Balanced
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value
Foreign Small/Mid Blend DFISX DFA VA International Small
Foreign Large Value VTRIX Vanguard VIF International
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Port II
LARGE VALUE VEIPX Vanguard VIF Equity Income
MID-CAP VALUE FDVLX Fidelity VIP Value Service 2
Total Available Funds: 179
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EMRIX Van Eck VIP Tr Emerging Mkts I
DIVERSIFIED EMERGING MKTS PYEFX Pioneer Emerging Markets VCT II
Others
World Allocation WASYX Ivy Funds VIP Asset Strategy
World Allocation PAALX PIMCO VIT All Asset Admin
Moderate Allocation VBINX Vanguard VIF Balanced
Market Neutral MERFX Merger VL
Moderate Allocation JABLX Janus Aspen Balanced Instl
World Allocation MALOX BlackRock Global Allocation V.I. III
Conservative Allocation FRIAX Franklin Income Securities Cl2
Aggressive Allocation IYBIX Ivy Funds VIP Balanced
Moderate Allocation FBAKX Fidelity VIP Balanced Service 2
Health PRHSX T. Rowe Price Health Sciences Port II
Technology JGLTX Janus Aspen Global Technology Svc
Technology FTPIX Invesco VI Technology I
Health GGHYX Invesco VI Global Health Care I
Natural Resources GHAIX Van Eck VIP Global Hard Assets I
Technology ISTIX Ivy Funds VIP Science and Technology
Equity Energy IVEIX Ivy Funds VIP Energy
Technology SGTRX Columbia VP Seligman Global Tech 2
EQUITY PRECIOUS METALS INIVX Van Eck VIP Global Gold S
Moderate Allocation ACEKX Invesco VI Equity and Income I
Multialternative VMAIX Van Eck VIP Multi-Manager Alternatives I
Conservative Allocation PJMBX Putnam VT Absolute Return 500 IB
Nontraditional Bond HRUBX PIMCO VIT Unconstrained Bond Adm
World Allocation PGAAX PIMCO VIT Global Multi-Asset Adm
Natural Resources IGNVX Ivy Funds VIP Global Natural Resources
ROOT CASH Invesco VI Money Market I
Moderate Allocation HVABX American Funds IS® Asset Allocation 4
Moderate Allocation AVBIX American Century VP Balanced I
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value
Foreign Small/Mid Blend DFISX DFA VA International Small
Foreign Large Value VTRIX Vanguard VIF International
Foreign Large Growth JAIGX Janus Aspen Overseas Instl
Foreign Large Growth AIEVX Invesco VI International Growth I
Foreign Large Growth OIGYX Oppenheimer International Growth VA Svc
Foreign Large Blend FOSFX Fidelity VIP Overseas Service 2
Foreign Large Blend LICYX Lord Abbett Series Intl Opps VC
WORLD STOCK IGMSX Oppenheimer Global VA Svc
Foreign Large Growth FIVFX Fidelity VIP Intl Capital Apprec Svc 2
Foreign Small/Mid Value FEOVX First Eagle Overseas Variable
Foreign Large Value DIRVX Dreyfus VIF International Value Init
Foreign Large Value DFVFX DFA VA International Value
Foreign Large Blend IFSTX American Funds IS® International 4
Foreign Large Growth AVIIX American Century VP International I
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Port II
LARGE VALUE VEIPX Vanguard VIF Equity Income
MID-CAP VALUE FDVLX Fidelity VIP Value Service 2
MID-CAP BLEND VIMSX Vanguard VIF Mid-Cap Index
LARGE BLEND VFINX Vanguard VIF Equity Index
LARGE VALUE PRFDX T. Rowe Price Equity Income Port II
MID-CAP VALUE NBREX Neuberger Berman AMT M/C Intrinsic Val I
SMALL BLEND RMCFX Royce Capital Micro-Cap Inv
LARGE BLEND FGRIX Fidelity VIP Growth & Income Service 2
LARGE GROWTH JACAX Janus Aspen Forty Instl
LARGE BLEND VTSMX Vanguard VIF Total Stock Mkt Idx
Mid-Cap Growth JAAGX Janus Aspen Enterprise Instl
LARGE BLEND VICEX Vice Fund Portfolio
SMALL BLEND SSVIX Columbia VP Select Smaller-Cap Value 1
LARGE GROWTH VHCAX Vanguard VIF Capital Growth
LARGE VALUE PEIYX Putnam VT Equity Income IB
LARGE VALUE PYEQX Pioneer Equity Income VCT II
LARGE GROWTH JAGRX Janus Aspen Janus Instl
MID-CAP VALUE JAMVX Janus Aspen Perkins Mid Cap Value Instl
LARGE GROWTH FDSVX Fidelity VIP Growth Opportunities Svc 2
MID-CAP VALUE PYCGX Pioneer Mid Cap Value VCT II
Small Growth VSGIX Vanguard VIF Small Co Gr
LARGE VALUE DDFIX Invesco VI Diversified Dividend I
LARGE BLEND PYODX Pioneer VCT II
LARGE GROWTH VIGIX Vanguard VIF Growth
LARGE VALUE MALVX BlackRock Large Cap Value V.I. 3
LARGE BLEND MIGYX Oppenheimer Main Street VA Svc
SMALL BLEND DISSX Dreyfus IP Small Cap Stock Index Svc
SMALL VALUE DFFVX DFA VA US Targeted Value
LARGE BLEND MALRX BlackRock Large Cap Core V.I. 3
LARGE VALUE IVKIX Invesco VI Comstock I
LARGE BLEND VDEQX Vanguard VIF Diversified Val
Mid-Cap Growth IYMIX Ivy Funds VIP Mid Cap Growth
Mid-Cap Growth NBMLX Neuberger Berman AMT Mid-Cap Growth I
LARGE GROWTH NBSLX Neuberger Berman AMT Social Responsive I
Mid-Cap Growth KAUFX Federated Kaufmann II Svc
LARGE VALUE NBPIX Neuberger Berman AMT Large Cap Value I
LARGE GROWTH ALVOX Alger Capital Appreciation Ptfl I-2
LARGE VALUE SVLCX Columbia VP Select Large-Cap Value 1
LARGE VALUE MRDVX BlackRock Equity Dividend V.I. III
LARGE GROWTH AAGOX Alger Large Cap Growth I-2
Small Growth AASOX Alger Small Cap Growth I-2
LARGE VALUE EHSTX Eaton Vance VT Large-Cap Value
Mid-Cap Growth AMGOX Alger Mid Cap Growth I-2
LARGE GROWTH BFGBX BlackRock Capital Appreciation V.I. III
LARGE VALUE ACGQX Invesco VI Growth and Income I
SMALL BLEND RCSSX Royce Capital Small-Cap Inv
Mid-Cap Growth WDSCX Wells Fargo Advantage VT Discovery
SMALL BLEND SSMVX Wells Fargo Advantage VT Sm Cp Val 2
MID-CAP BLEND SOPFX Wells Fargo Advantage VT Opportunity 2
LARGE GROWTH PVYYX Putnam VT Voyager IB
LARGE VALUE SERSX Pioneer Disciplined Value VCT II
Small Growth NBSMX Neuberger Berman AMT Small Cap Gr S
LARGE VALUE ISLIX Lord Abbett Series Growth and Income VC
LARGE BLEND LARYX Lord Abbett Series Classic Stock VC
LARGE VALUE LCACX Lord Abbett Series Calibrated Div Gr VC
LARGE VALUE IYAIX Ivy Funds VIP Value
LARGE VALUE VLUDX Invesco VI Value Opportunities II
MID-CAP BLEND GTAVX Invesco VI Mid Cap Core Equity II
LARGE VALUE VCEAX Invesco VI Core Equity I
LARGE VALUE IFMIX Franklin Mutual Shares Securities Cl2
Mid-Cap Growth VPFAX Fidelity VIP Mid Cap Service 2
LARGE GROWTH VPGSX Fidelity VIP Growth Svc 2
LARGE VALUE VPESX Fidelity VIP Equity-Income Service 2
LARGE BLEND VPCSX Fidelity VIP Contrafund Service 2
LARGE GROWTH DPUIX Dreyfus Stock Index Init
LARGE VALUE DFCVX DFA VA US Large Value
LARGE GROWTH MALHX BlackRock Large Cap Growth V.I. 3
LARGE GROWTH IAFSX American Funds IS® Growth 4
LARGE BLEND IAFGX American Funds IS® Growth-Income 4
LARGE BLEND HVCBX American Funds IS® Blue Chip Inc&Gr 4
LARGE VALUE AVPIX American Century VP Value I
LARGE GROWTH AVPUX American Century VP Ultra I
MID-CAP VALUE AVIPX American Century VP Mid Cap Value I
LARGE VALUE AVVIX American Century VP Large Company Val I
LARGE VALUE AVGIX American Century VP Income & Growth I
REAL ESTATE
REAL ESTATE FRESX Fidelity VIP Real Estate Service 2
Global Real Estate ASRIX Invesco VI Global Real Estate I
REAL ESTATE VGSIX Vanguard VIF REIT Index
Global Real Estate FVGRX Franklin Glbl Real Estate Secs Cl2
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard VIF Total Bond Mkt Idx
Intermediate-Term Bond VFICX Vanguard VIF Short Term Invmt Grade
Intermediate-Term Bond JAFLX Janus Aspen Flexible Bond Svc
High Yield Bond VWEHX Vanguard VIF High Yield Bond
Inflation-Protected Bond APISX American Century VP Inflation Prot II
High Yield Bond FYAIX Access VP High Yield
High Yield Bond SPHIX Fidelity VIP High Income Service 2
High Yield Bond FVHIX Franklin High Income Securities Cl2
Bank Loan EIBLX Eaton Vance VT Floating-Rate Income
Multisector Bond OSIYX Oppenheimer Global Strategic Inc VA Svc
Multisector Bond FKSAX Franklin Strategic Income Securities Cl2
Intermediate-Term Bond PICYX Pioneer Bond VCT ll
Intermediate Government PNIGX BlackRock U.S. Government Bond V.I. III
High Yield Bond IVHIX Ivy Funds VIP High Income
Multisector Bond PDVYX Putnam VT Diversified Income IB
Intermediate-Term Bond PNCYX Putnam VT Income IB
Intermediate Government FUSAX Franklin US Government Cl2
WORLD BOND IVSIX Ivy Funds VIP Global Bond
High Yield Muni AHMFX American Funds IS® High-Income Bond 4
Intermediate-Term Bond FBNDX Fidelity VIP Investment Grade Bond Svc 2
Intermediate-Term Bond MPHQX BlackRock Total Return V.I. 3
Intermediate-Term Bond OPBYX Oppenheimer Core Bond VA Svc
Multisector Bond FSICX Fidelity VIP Strategic Income Service 2
High Yield Bond BRHYX BlackRock High Yield V.I. III
High Yield Bond TYHYX Pioneer High Yield VCT II
High Yield Bond AHHYX Invesco VI High Yield I
WORLD BOND PFUUX PIMCO VIT Foreign Bond (Unhedged) Adm
Intermediate-Term Bond PTRAX PIMCO VIT Total Return Admin
WORLD BOND PFRAX PIMCO VIT Foreign Bond (USD-Hedged) Adm
SHORT GOVERNMENT DFFGX DFA VA Short-Term Fixed
ULTRASHORT BOND PSFAX PIMCO VIT Short-Term Admin
Inflation-Protected Bond PARRX PIMCO VIT Real Return Admin
Short-Term Bond PLDAX PIMCO VIT Low Duration Admin
High Yield Bond FHICX Federated High Income Bond II Primary
Multisector Bond LBNDX Lord Abbett Series Bond-Debenture VC
WORLD BOND TGBAX Templeton Global Bond Sec Cl2
High Yield Bond PHYAX PIMCO VIT High Yield Admin
Intermediate-Term Bond RMAEX American Funds IS® Mortg 4
WORLD BOND PSAIX PIMCO VIT Global Advantage Strat Bd Adm
Emerging Markets Bond EMBAX Van Eck VIP Uncons Emerg Mkts Bd I
High Yield Bond SIHYX Western Asset Variable Glbl Hi Yld Bd I
High Yield Bond PHYYX Putnam VT High Yield IB
Intermediate Government PAGVX Putnam VT American Government Inc IB
Multisector Bond STIZX Pioneer Strategic Income VCT II
LONG GOVERNMENT PLGBX PIMCO VIT Long-Term US Govt Admin
WORLD BOND PADMX PIMCO VIT Global (Unhedged) Bond Admin
Emerging Markets Bond PEBAX PIMCO VIT Emerging Markets Bond Admin
Short-Term Bond LBSDX Neuberger Berman AMT Short Dur Bd I
Short-Term Bond ILTIX Ivy Funds VIP Limited-Term Bond
Intermediate-Term Bond IVBIX Ivy Funds VIP Bond
Intermediate Government ACGUX Invesco VI Government Securities I
WORLD BOND HVDBX American Funds IS® Global Bond 4
Intermediate-Term Bond HVBBX American Funds IS® Bond 4
COMMODITIES
COMMODITIES BROAD BASKET PCRRX PIMCO VIT Commodity Real Ret Strat Admin
COMMODITIES BROAD BASKET CCRSX Credit Suisse Trust Commodity Return St
Total Available Funds: 179
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS EMRIX Van Eck VIP Tr Emerging Mkts I 74% 1 60 0 0.91% 1.41%
DIVERSIFIED EMERGING MKTS PYEFX Pioneer Emerging Markets VCT II 0% 1 60 0 1.4% 0%
Others
World Allocation WASYX Ivy Funds VIP Asset Strategy 98% 1 60 0 2.19% 9.44%
World Allocation PAALX PIMCO VIT All Asset Admin 96% 1 60 0 1.84% 7.66%
Moderate Allocation VBINX Vanguard VIF Balanced 92% 1 60 0 0.07% 5.81%
Market Neutral MERFX Merger VL 92% 1 60 0 1.25% 7.18%
Moderate Allocation JABLX Janus Aspen Balanced Instl 91% 1 60 0 0.86% 5.45%
World Allocation MALOX BlackRock Global Allocation V.I. III 90% 1 60 0 0.84% 9.44%
Conservative Allocation FRIAX Franklin Income Securities Cl2 88% 1 60 0 0.96% 6.2%
Aggressive Allocation IYBIX Ivy Funds VIP Balanced 77% 1 60 0 1.34% 3.14%
Moderate Allocation FBAKX Fidelity VIP Balanced Service 2 69% 1 60 0 0.5% 6.15%
Health PRHSX T. Rowe Price Health Sciences Port II 63% 1 60 0 0.8% 13.55%
Technology JGLTX Janus Aspen Global Technology Svc 59% 1 60 0 0.97% 9.78%
Technology FTPIX Invesco VI Technology I 56% 1 60 0 1.13% 19.01%
Health GGHYX Invesco VI Global Health Care I 52% 1 60 0 1.04% 5.94%
Natural Resources GHAIX Van Eck VIP Global Hard Assets I 52% 1 60 0 0.95% 2.3%
Technology ISTIX Ivy Funds VIP Science and Technology 51% 1 60 0 0.96% 14.31%
Equity Energy IVEIX Ivy Funds VIP Energy 50% 1 60 0 1.24% 1.26%
Technology SGTRX Columbia VP Seligman Global Tech 2 43% 1 60 0 0.99% 11.8%
EQUITY PRECIOUS METALS INIVX Van Eck VIP Global Gold S 28% 1 60 0 1% 9.98%
Moderate Allocation ACEKX Invesco VI Equity and Income I 4% 1 60 0 1.04% 6.98%
Multialternative VMAIX Van Eck VIP Multi-Manager Alternatives I 0% 1 60 0 2.55% 13.58%
Conservative Allocation PJMBX Putnam VT Absolute Return 500 IB 0% 1 60 0 1.92% 5.06%
Nontraditional Bond HRUBX PIMCO VIT Unconstrained Bond Adm 0% 1 60 0 1.3% 2.28%
World Allocation PGAAX PIMCO VIT Global Multi-Asset Adm 0% 1 60 0 1.24% 1.08%
Natural Resources IGNVX Ivy Funds VIP Global Natural Resources 0% 1 60 0 NA 0.38%
ROOT CASH Invesco VI Money Market I 0% 1 60 0 NA 2.53%
Moderate Allocation HVABX American Funds IS® Asset Allocation 4 0% 1 60 0 0.86% 0%
Moderate Allocation AVBIX American Century VP Balanced I 0% 1 60 0 NA 2.07%
INTERNATIONAL EQUITY
WORLD STOCK TAVFX Third Avenue Value 100% 1 60 0 1.1% 8.05%
Foreign Small/Mid Blend DFISX DFA VA International Small 100% 1 60 0 0.39% 3.47%
Foreign Large Value VTRIX Vanguard VIF International 99% 1 60 0 0.39% 17.69%
Foreign Large Growth JAIGX Janus Aspen Overseas Instl 96% 1 60 0 1.14% 1.46%
Foreign Large Growth AIEVX Invesco VI International Growth I 93% 1 60 0 1.27% 15.85%
Foreign Large Growth OIGYX Oppenheimer International Growth VA Svc 92% 1 60 0 1.1% 32.91%
Foreign Large Blend FOSFX Fidelity VIP Overseas Service 2 88% 1 60 0 0.95% 4.78%
Foreign Large Blend LICYX Lord Abbett Series Intl Opps VC 86% 1 60 0 1.22% 5.63%
WORLD STOCK IGMSX Oppenheimer Global VA Svc 84% 1 60 0 1.2% 28.54%
Foreign Large Growth FIVFX Fidelity VIP Intl Capital Apprec Svc 2 76% 1 60 0 0.8% 14.32%
Foreign Small/Mid Value FEOVX First Eagle Overseas Variable 0% 1 60 0 NA 1.2%
Foreign Large Value DIRVX Dreyfus VIF International Value Init 0% 1 60 0 1.15% 2.2%
Foreign Large Value DFVFX DFA VA International Value 0% 1 60 0 0.28% 4.12%
Foreign Large Blend IFSTX American Funds IS® International 4 0% 1 60 0 1.31% 0.93%
Foreign Large Growth AVIIX American Century VP International I 0% 1 60 0 NA 0.99%
US EQUITY
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Port II 100% 1 60 0 1.23% 5.83%
LARGE VALUE VEIPX Vanguard VIF Equity Income 99% 1 60 0 0.27% 11.26%
MID-CAP VALUE FDVLX Fidelity VIP Value Service 2 99% 1 60 0 0.76% 10.6%
MID-CAP BLEND VIMSX Vanguard VIF Mid-Cap Index 98% 1 60 0 0.04% 1.46%
LARGE BLEND VFINX Vanguard VIF Equity Index 97% 1 60 0 0.14% 1.19%
LARGE VALUE PRFDX T. Rowe Price Equity Income Port II 97% 1 60 0 1.23% 4.14%
MID-CAP VALUE NBREX Neuberger Berman AMT M/C Intrinsic Val I 97% 1 60 0 1.5% 11.6%
SMALL BLEND RMCFX Royce Capital Micro-Cap Inv 96% 1 60 0 2.24% 16.14%
LARGE BLEND FGRIX Fidelity VIP Growth & Income Service 2 95% 1 60 0 0.58% 10.3%
LARGE GROWTH JACAX Janus Aspen Forty Instl 95% 1 60 0 0.55% 12.88%
LARGE BLEND VTSMX Vanguard VIF Total Stock Mkt Idx 94% 1 60 0 0.03% 1.2%
Mid-Cap Growth JAAGX Janus Aspen Enterprise Instl 92% 1 60 0 0.96% 7.94%
LARGE BLEND VICEX Vice Fund Portfolio 92% 1 60 0 1.49% 12.43%
SMALL BLEND SSVIX Columbia VP Select Smaller-Cap Value 1 91% 1 60 0 1.53% 9.12%
LARGE GROWTH VHCAX Vanguard VIF Capital Growth 91% 1 60 0 0.43% 11.12%
LARGE VALUE PEIYX Putnam VT Equity Income IB 90% 1 60 0 1.14% 5.84%
LARGE VALUE PYEQX Pioneer Equity Income VCT II 90% 1 60 0 0.78% 9.04%
LARGE GROWTH JAGRX Janus Aspen Janus Instl 89% 1 60 0 0.81% 7.96%
MID-CAP VALUE JAMVX Janus Aspen Perkins Mid Cap Value Instl 89% 1 60 0 0.91% 10.59%
LARGE GROWTH FDSVX Fidelity VIP Growth Opportunities Svc 2 89% 1 60 0 0.68% 1.79%
MID-CAP VALUE PYCGX Pioneer Mid Cap Value VCT II 88% 1 60 0 0.98% 6.88%
Small Growth VSGIX Vanguard VIF Small Co Gr 87% 1 60 0 0.07% 0.61%
LARGE VALUE DDFIX Invesco VI Diversified Dividend I 87% 1 60 0 0.82% 12.92%
LARGE BLEND PYODX Pioneer VCT II 85% 1 60 0 1.5% 10.9%
LARGE GROWTH VIGIX Vanguard VIF Growth 83% 1 60 0 0.04% 0.48%
LARGE VALUE MALVX BlackRock Large Cap Value V.I. 3 82% 1 60 0 0.79% 9.72%
LARGE BLEND MIGYX Oppenheimer Main Street VA Svc 81% 1 60 0 0.8% 8.31%
SMALL BLEND DISSX Dreyfus IP Small Cap Stock Index Svc 79% 1 60 0 0.5% 15.38%
SMALL VALUE DFFVX DFA VA US Targeted Value 78% 1 60 0 0.29% 1.96%
LARGE BLEND MALRX BlackRock Large Cap Core V.I. 3 78% 1 60 0 0.73% 9.43%
LARGE VALUE IVKIX Invesco VI Comstock I 75% 1 60 0 0.95% 13.74%
LARGE BLEND VDEQX Vanguard VIF Diversified Val 73% 1 60 0 0.35% 9.67%
Mid-Cap Growth IYMIX Ivy Funds VIP Mid Cap Growth 66% 1 60 0 0.79% 8.85%
Mid-Cap Growth NBMLX Neuberger Berman AMT Mid-Cap Growth I 66% 1 60 0 1.31% 19.27%
LARGE GROWTH NBSLX Neuberger Berman AMT Social Responsive I 65% 1 60 0 1.3% 2.68%
Mid-Cap Growth KAUFX Federated Kaufmann II Svc 64% 1 60 0 2.51% 10.54%
LARGE VALUE NBPIX Neuberger Berman AMT Large Cap Value I 63% 1 60 0 0.51% 7.21%
LARGE GROWTH ALVOX Alger Capital Appreciation Ptfl I-2 62% 1 60 0 1.19% 20.03%
LARGE VALUE SVLCX Columbia VP Select Large-Cap Value 1 57% 1 60 0 1.55% 9.86%
LARGE VALUE MRDVX BlackRock Equity Dividend V.I. III 55% 1 60 0 1% 9.73%
LARGE GROWTH AAGOX Alger Large Cap Growth I-2 55% 1 60 0 0.87% 13.46%
Small Growth AASOX Alger Small Cap Growth I-2 54% 1 60 0 1% 1.38%
LARGE VALUE EHSTX Eaton Vance VT Large-Cap Value 47% 1 60 0 1.27% 6.34%
Mid-Cap Growth AMGOX Alger Mid Cap Growth I-2 46% 1 60 0 0.97% 0%
LARGE GROWTH BFGBX BlackRock Capital Appreciation V.I. III 25% 1 60 0 1.33% 15.47%
LARGE VALUE ACGQX Invesco VI Growth and Income I 22% 1 60 0 0.53% 8.8%
SMALL BLEND RCSSX Royce Capital Small-Cap Inv 20% 1 60 0 NA 10.19%
Mid-Cap Growth WDSCX Wells Fargo Advantage VT Discovery 17% 1 60 0 0.88% 12.48%
SMALL BLEND SSMVX Wells Fargo Advantage VT Sm Cp Val 2 0% 1 60 0 1.35% 16.46%
MID-CAP BLEND SOPFX Wells Fargo Advantage VT Opportunity 2 0% 1 60 0 1.33% 10.6%
LARGE GROWTH PVYYX Putnam VT Voyager IB 0% 1 60 0 0.92% 5.96%
LARGE VALUE SERSX Pioneer Disciplined Value VCT II 0% 1 60 0 1.27% 2.84%
Small Growth NBSMX Neuberger Berman AMT Small Cap Gr S 0% 1 60 0 0.9% 0%
LARGE VALUE ISLIX Lord Abbett Series Growth and Income VC 0% 1 60 0 NA 1.33%
LARGE BLEND LARYX Lord Abbett Series Classic Stock VC 0% 1 60 0 0.63% 1.57%
LARGE VALUE LCACX Lord Abbett Series Calibrated Div Gr VC 0% 1 60 0 1.5% 0.14%
LARGE VALUE IYAIX Ivy Funds VIP Value 0% 1 60 0 0.72% 26.73%
LARGE VALUE VLUDX Invesco VI Value Opportunities II 0% 1 60 0 NA 0%
MID-CAP BLEND GTAVX Invesco VI Mid Cap Core Equity II 0% 1 60 0 0.87% 20.45%
LARGE VALUE VCEAX Invesco VI Core Equity I 0% 1 60 0 NA 1.26%
LARGE VALUE IFMIX Franklin Mutual Shares Securities Cl2 0% 1 60 0 0.78% 0%
Mid-Cap Growth VPFAX Fidelity VIP Mid Cap Service 2 0% 1 60 0 1.46% 20.23%
LARGE GROWTH VPGSX Fidelity VIP Growth Svc 2 0% 1 60 0 NA 0%
LARGE VALUE VPESX Fidelity VIP Equity-Income Service 2 0% 1 60 0 1.11% 4.29%
LARGE BLEND VPCSX Fidelity VIP Contrafund Service 2 0% 1 60 0 1.2% 22.25%
LARGE GROWTH DPUIX Dreyfus Stock Index Init 0% 1 60 0 0.83% 107.4%
LARGE VALUE DFCVX DFA VA US Large Value 0% 1 60 0 0.17% 54.69%
LARGE GROWTH MALHX BlackRock Large Cap Growth V.I. 3 0% 1 60 0 0.67% 7.79%
LARGE GROWTH IAFSX American Funds IS® Growth 4 0% 1 60 0 NA 0%
LARGE BLEND IAFGX American Funds IS® Growth-Income 4 0% 1 60 0 NA 0.96%
LARGE BLEND HVCBX American Funds IS® Blue Chip Inc&Gr 4 0% 1 60 0 0.99% 0%
LARGE VALUE AVPIX American Century VP Value I 0% 1 60 0 NA 7.96%
LARGE GROWTH AVPUX American Century VP Ultra I 0% 1 60 0 NA 9.51%
MID-CAP VALUE AVIPX American Century VP Mid Cap Value I 0% 1 60 0 NA 5.13%
LARGE VALUE AVVIX American Century VP Large Company Val I 0% 1 60 0 NA 3.39%
LARGE VALUE AVGIX American Century VP Income & Growth I 0% 1 60 0 NA 1.59%
REAL ESTATE
REAL ESTATE FRESX Fidelity VIP Real Estate Service 2 96% 1 60 0 0.72% 4.44%
Global Real Estate ASRIX Invesco VI Global Real Estate I 82% 1 60 0 0.9% 2.28%
REAL ESTATE VGSIX Vanguard VIF REIT Index 81% 1 60 0 0.12% 3.76%
Global Real Estate FVGRX Franklin Glbl Real Estate Secs Cl2 0% 1 60 0 1.08% 0.57%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard VIF Total Bond Mkt Idx 100% 1 60 0 0.15% 3.9%
Intermediate-Term Bond VFICX Vanguard VIF Short Term Invmt Grade 99% 1 60 0 0.2% 5.05%
Intermediate-Term Bond JAFLX Janus Aspen Flexible Bond Svc 97% 1 60 0 0.82% 5.32%
High Yield Bond VWEHX Vanguard VIF High Yield Bond 95% 1 60 0 0.13% 6.32%
Inflation-Protected Bond APISX American Century VP Inflation Prot II 94% 1 60 0 0.88% 4.09%
High Yield Bond FYAIX Access VP High Yield 93% 1 60 0 1.68% 1.53%
High Yield Bond SPHIX Fidelity VIP High Income Service 2 91% 1 60 0 1.16% 6.67%
High Yield Bond FVHIX Franklin High Income Securities Cl2 90% 1 60 0 0.86% 6.03%
Bank Loan EIBLX Eaton Vance VT Floating-Rate Income 90% 1 60 0 0.77% 6.9%
Multisector Bond OSIYX Oppenheimer Global Strategic Inc VA Svc 85% 1 60 0 1.05% 5.43%
Multisector Bond FKSAX Franklin Strategic Income Securities Cl2 84% 1 60 0 0.55% 4.2%
Intermediate-Term Bond PICYX Pioneer Bond VCT ll 84% 1 60 0 0.44% 4.57%
Intermediate Government PNIGX BlackRock U.S. Government Bond V.I. III 81% 1 60 0 1.84% 3.59%
High Yield Bond IVHIX Ivy Funds VIP High Income 81% 1 60 0 1.72% 6.68%
Multisector Bond PDVYX Putnam VT Diversified Income IB 80% 1 60 0 1.29% 4.97%
Intermediate-Term Bond PNCYX Putnam VT Income IB 80% 1 60 0 1.51% 4.38%
Intermediate Government FUSAX Franklin US Government Cl2 80% 1 60 0 1.12% 3.35%
WORLD BOND IVSIX Ivy Funds VIP Global Bond 79% 1 60 0 0.96% 3.38%
High Yield Muni AHMFX American Funds IS® High-Income Bond 4 76% 1 60 0 0.28% 4.29%
Intermediate-Term Bond FBNDX Fidelity VIP Investment Grade Bond Svc 2 76% 1 60 0 0.76% 3.93%
Intermediate-Term Bond MPHQX BlackRock Total Return V.I. 3 75% 1 60 0 0.75% 4.89%
Intermediate-Term Bond OPBYX Oppenheimer Core Bond VA Svc 74% 1 60 0 0.46% 4.06%
Multisector Bond FSICX Fidelity VIP Strategic Income Service 2 74% 1 60 0 0.7% 3.83%
High Yield Bond BRHYX BlackRock High Yield V.I. III 71% 1 60 0 0.51% 7.2%
High Yield Bond TYHYX Pioneer High Yield VCT II 70% 1 60 0 1.92% 5.96%
High Yield Bond AHHYX Invesco VI High Yield I 69% 1 60 0 0.64% 6.24%
WORLD BOND PFUUX PIMCO VIT Foreign Bond (Unhedged) Adm 67% 1 60 0 0.61% 3.73%
Intermediate-Term Bond PTRAX PIMCO VIT Total Return Admin 66% 1 60 0 0.8% 4.37%
WORLD BOND PFRAX PIMCO VIT Foreign Bond (USD-Hedged) Adm 65% 1 60 0 0.61% 3.86%
SHORT GOVERNMENT DFFGX DFA VA Short-Term Fixed 65% 1 60 0 0.17% 3.08%
ULTRASHORT BOND PSFAX PIMCO VIT Short-Term Admin 63% 1 60 0 0.55% 4.28%
Inflation-Protected Bond PARRX PIMCO VIT Real Return Admin 60% 1 60 0 1.37% 3.14%
Short-Term Bond PLDAX PIMCO VIT Low Duration Admin 55% 1 60 0 1.05% 3.95%
High Yield Bond FHICX Federated High Income Bond II Primary 54% 1 60 0 0.9% 4.68%
Multisector Bond LBNDX Lord Abbett Series Bond-Debenture VC 53% 1 60 0 0.58% 6.17%
WORLD BOND TGBAX Templeton Global Bond Sec Cl2 52% 1 60 0 0.64% 5.38%
High Yield Bond PHYAX PIMCO VIT High Yield Admin 51% 1 60 0 0.66% 6.12%
Intermediate-Term Bond RMAEX American Funds IS® Mortg 4 6% 1 60 0 1.4% 4.33%
WORLD BOND PSAIX PIMCO VIT Global Advantage Strat Bd Adm 6% 1 60 0 1.07% 4.32%
Emerging Markets Bond EMBAX Van Eck VIP Uncons Emerg Mkts Bd I 3% 1 60 0 0.97% 7.04%
High Yield Bond SIHYX Western Asset Variable Glbl Hi Yld Bd I 0% 1 60 0 NA 9.56%
High Yield Bond PHYYX Putnam VT High Yield IB 0% 1 60 0 0.75% 6.76%
Intermediate Government PAGVX Putnam VT American Government Inc IB 0% 1 60 0 0.85% 3.2%
Multisector Bond STIZX Pioneer Strategic Income VCT II 0% 1 60 0 0.82% 0%
LONG GOVERNMENT PLGBX PIMCO VIT Long-Term US Govt Admin 0% 1 60 0 0.82% 6.8%
WORLD BOND PADMX PIMCO VIT Global (Unhedged) Bond Admin 0% 1 60 0 0.57% 10.28%
Emerging Markets Bond PEBAX PIMCO VIT Emerging Markets Bond Admin 0% 1 60 0 1.08% 2.83%
Short-Term Bond LBSDX Neuberger Berman AMT Short Dur Bd I 0% 1 60 0 NA 0.89%
Short-Term Bond ILTIX Ivy Funds VIP Limited-Term Bond 0% 1 60 0 1.03% 2.82%
Intermediate-Term Bond IVBIX Ivy Funds VIP Bond 0% 1 60 0 0.7% 4.22%
Intermediate Government ACGUX Invesco VI Government Securities I 0% 1 60 0 NA 1.98%
WORLD BOND HVDBX American Funds IS® Global Bond 4 0% 1 60 0 1.12% 0%
Intermediate-Term Bond HVBBX American Funds IS® Bond 4 0% 1 60 0 0.92% 0%
COMMODITIES
COMMODITIES BROAD BASKET PCRRX PIMCO VIT Commodity Real Ret Strat Admin 76% 1 60 0 1.14% 7.62%
COMMODITIES BROAD BASKET CCRSX Credit Suisse Trust Commodity Return St 61% 1 60 0 1.05% 0%
Average Expense Ratio: 0.94%
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Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -3.6% 30.9% 17.2% 11.1% 7.5% 6.4%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 6.2% 14.4% 5.0% 5.8% 8.2% 11.8%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Other Related Portfolios YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*
Jefferson National Variable Annuity Selected Tactical Asset Allocation Most Aggressive 12.4% 18.9% 4.6% 6.7% 8.7%
Description
The plan consists of 194 funds. It covers 6 major asset classes and 46 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, REITs, Commodity and Emerging Market Equity.




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