• Portfolio Facts
  • Sub-Adviser: Pacific Investment Mgmt Co LLC
  • Portfolio Managers: Vineer Bhansali; Josh Thimons
  • Investment Objective: Seeks a combination of capital appreciation and income.
  • Inception Date: 05-01-2009
  • Net Assets (03-31-2014): $7,364,487

As of 03-31-2014
YTD:1.64%
One Year:9.17%
Three Year:3.22%
Five Year:0.00%
Ten Year:0.00%
Since Inception:4.34%

The Average Annual Returns reflect the advisory fee and all other portfolio expenses and include reinvestment of dividends and capital gains; they do not reflect the charges and deduction under the applicable life insurance policies or annuity contracts. This information must be accompanied by the current performance reports for the appropriate product showing returns net of fees and charges, including mortality and expense risk charge.

Tactical asset allocation is a portfolio strategy that attempts to take advantage of market highs and lows. The selection of a Tactical Asset Allocation portfolio will not guarantee a profit nor protect against a loss. ETF's generally present the same risks as an investment in a conventional fund that has the same investment objectives, strategies, and policies. The market price of an ETF's shares may be above or below the shares' net asset value; and an active trading market for an ETF's share may not develop or be maintained.

Past performance is no guarantee of future performance. Both the return and principal value of subaccounts will fluctuate so that when redeemed, they may be worth more or less than their original cost. An investment in the fund is subject to risk including possible loss of principal.

*Effective September 17, 2012, this was previously known as Transamerica Hanlon Balanced VP. Performance prior to this date reflects the performance of Transamerica Hanlon Balanced VP.

As of 03-31-2014
Domestic Debt 88.51%
Cash & Cash Equivalent 8.93%
Foreign Debt 1.89%
Domestic Equity 0.67%
As of 03-31-2014
U.S. Government Obligation 48.52%
U.S. Government Agency Obligation 20.51%
Short-Term U.S. Government Obligation 14.85%
Financials 1.88%
Asset-Backed Security 0.80%
Telecommunication Services 0.57%
Industrials 0.56%
Mortgage-Backed Security 0.54%
Energy 0.46%
Foreign Government Obligation 0.37%
Consumer Discretionary 0.36%
As of 03-31-2014
U.S. Treasury Note, 1.625%, due 08/15/2022 13.76%
U.S. Treasury Bond, 2.750%, due 08/15/2042 6.22%
Fannie Mae, 0.080%, due 07/14/2014 5.03%
Freddie Mac, 0.069%, due 05/14/2014 5.01%
Bank of America, 0.090%, due 04/01/2014 4.95%
U.S. Treasury Note, 0.250%, due 05/31/2014 4.78%
U.S. Treasury Note, 0.250%, due 01/15/2015 4.39%
Freddie Mac, 1.250%, due 10/02/2019 3.89%
Freddie Mac, 2.375%, due 01/13/2022, Series 2006-GG8, Class AM 2.98%
U.S. Treasury Note, 1.000%, due 08/31/2019 2.78%