Changes to Underlying Investment Options for May 2010

Underlying Fund Additions

Monument Advisor's wealth of investment choices continue to grow as we add 40+ new underlying investment options from four fund families to the line up. Many Advisors requested that we add ProFunds, and we've obliged—adding 36 of their Classic, Ultra, Inverse, Sector, Non-Equity, and Access High Yield underlying fund offerings.

With the addition of the Eaton Vance VT Floating-Rate Income Fund and The Merger Fund VL, devoted to merger arbitrage, Monument Advisor offers access to powerful alternative investments in a tax-deferred investment vehicle for the first time.

The inclusion of two more Rydex underlying investment options will also round out our suite of fund offerings for tactical managers. These new funds employ a relative strength strategy, which historically has provided a high-return asset class that is uncorrelated with most other stocks and bonds to help smooth out the returns in a diversified portfolio.

Underlying Fund Name Changes

Former Name New Name Effective
Legg Mason
Legg Mason ClearBridge Var Fundamental Value Legg Mason CBA Fundamental All Cap Value 4/30/2010
Lord Abbett
Lord Abbett America's Value Lord Abbett Capital Structure 5/1/2010
Lord Abbett Large Cap Core Lord Abbett Classic Stock 5/1/2010
Lord Abbett International Lord Abbett International Opportunities 5/1/2010
AIM (INVESCO)
AIM V.I. Basic Value Invesco Basic Value 4/30/2010
AIM V.I. Capital Development Invesco Capital Development 4/30/2010
AIM V.I. Core Equity Invesco Core Equity 4/30/2010
AIM V.I. Financial Services Invesco Financial Services 4/30/2010
AIM V.I. Global Health Care Invesco Global Health Care 4/30/2010
AIM V.I. Global Real Estate Invesco Global Real Estate 4/30/2010
AIM V.I. Government Securities Invesco Government Securities 4/30/2010
AIM V.I. High Yield Invesco High Yield 4/30/2010
AIM V.I. International Growth Invesco International Growth 4/30/2010
AIM V.I. Mid Cap Core Equity Invesco Mid Cap Core Equity 4/30/2010
AIM V.I. Technology Invesco Technology 4/30/2010
Rydex
Rydex VT All-Asset Aggressive Strategy Rydex/SGI All-Asset Aggressive Strategy 5/1/2010
Rydex VT All-Asset Conservative Strategy Rydex/SGI All-Asset Conservative Strategy 5/1/2010
Rydex VT All-Asset Moderate Strategy Rydex/SGI All-Asset Moderate Strategy 5/1/2010
Rydex VT All-Cap Opportunity Rydex/SGI All-Cap Opportunity 5/1/2010
Rydex/SGI VT All-Cap Opportunity Rydex/SGI U.S. Long Short Momentum 5/25/2010
Rydex VT Alternative Strategies Allocation Rydex/SGI Alternative Strategies Allocation 5/1/2010
Rydex VT CLS AdvisorOne Amerigo Rydex/SGI CLS AdvisorOne Amerigo 5/1/2010
Rydex VT CLS AdvisorOne Clermont Rydex/SGI CLS AdvisorOne Clermont 5/1/2010
Rydex VT International Opportunity Rydex/SGI International Opportunity 5/1/2010
Rydex/SGI VT International Opportunity Rydex/SGI International Long Short Select 6/2/2010
Rydex VT Managed Futures Fund Rydex/SGI Managed Futures Strategy 5/1/2010
Rydex VT Multi-Hedge Strategies Rydex/SGI Multi-Hedge Strategies 5/1/2010
Van Eck
Van Eck Worldwide Bond Van Eck Global Bond 5/1/2010
Van Eck Worldwide Emerging Markets Van Eck Emerging Markets 5/1/2010
Van Eck Worldwide Hard Assets Van Eck Global Hard Assets 5/1/2010
Van Eck Worldwide Multi-Manager Alternatives Van Eck Multi-Manager Alternatives 5/1/2010
Wells Fargo
Wells Fargo Adv Small/Mid Cap Value Wells Fargo Adv Small Cap Value 5/1/2010

If you require further clarification, please call the Jefferson National Service Desk at (866) 667-0561.

 

 

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