Annuities Morningstar

TIAA CREF INVESTMENT PERFORMANCE SUMMARIES DISCLOSURE
New York, NY issue insurance and annuities. Please note that equity returns have historically been higher than other asset classes, but carry considerable risk of principal. Small stocks are traditionally more volatile than large stocks. Morningstar does not rate money market accounts, ... Read Here

Artio International Equity II I JETIX - Your Investment, Your ...
Morningstar Rating for Group Variable Annuities The Morningstar Rating is provided for those group variable annuities with at least a three-year history. Ratings are based on the group variable annuity s Morningstar ... Read Here

INVESTMENT POLICY STATEMENT 12-5-2006 - County Of Monterey
Mutual funds and variable annuities.) The Morningstar Category identifies funds based on their actual investment styles as measured by their underlying portfolio holdings over the trailing 36 month period. ... View Document

Mstar Thailand Category Nov2010 - Morningstar Stock, Mutual ...
Morningstar found that the investment objective listed in a fund’s variable annuities, and separate accounts. Portfolios are placed in a given category based on their average holdings statistics over the past three years. ... Fetch Full Source

How Are Annuity Payments Taxed?
Uncle Sam's cut depends on the type of annuity as well as how and when you receive payments. ... Read News

RiverSource Innovations Select Variable Annuity
VARIABLE ANNUITIES: RiverSource Morningstar Associates is a registered investment adviser and wholly owned subsidiary of Morningstar, Inc. This information is authorized for use when preceded or accompanied by a current annuity prospectus. ... Read More

CREF N/a CREF Bond Market Account - Florida Institute Of ...
MORNINGSTAR STYLE BOXTM as of Sep 30, 2008 MORNINGSTAR RATINGTM (based on risk-adjusted returns)as of Sep 30,2008 L M S V BG Years No. of Funds in Category Rating 3 Yrs. 5 Annuities are issued by Teachers Insurance and Annuity Association (TIAA), New York, NY. ... Fetch Content

Morningstar Adviser Workstation - Welcome To Morningstar.com.au
3 Australia Pensions and Annuities 3 Australia Investment Bonds 3 Australia ETFs 3 Australia Managed Account 3 New Zealand Stocks Welcome General Advice Warning Morningstar if you need assistance in importing your clients’ data. Report Generator ... Retrieve Content

Say Goodbye To The 4% Rule
Can your nest egg last your whole lifetime? It's getting tougher to tell. Conventional wisdom says you can take 4% from your savings the first year of retirement, and then that amount plus more to account ... Read News

Claim Of Variable Annuities Victory Over Mutual Funds Proves Lame
Claim that Variable Annuities Usually Beat Mutual Funds Proves Lame: Critique of Huggard's Analysis in March 1999 Issue of Financial Planning . the average total expense ratio is 1.95% for the long-term bond funds available through variable annuities. According to Morningstar ... Retrieve Full Source

Franklin Income Securities Fund - Allianz Life Insurance ...
Current prospectus for Allianz variable annuities. Call your financial professional or Allianz Life Financial Services, Morningstar classifies a fixed-income fund's interest-rate sensitivity based on the effective duration of the Morningstar ... View Full Source

Ibbotson Income & Growth ETF Asset Allocation Portfolio
Wholly owned subsidiary of Morningstar, Inc. Mr. Watts joined Ibbotson in 2006. Mr. Watts has managed the Portfolio since inception in 2007. Disclosure: This material must be preceded or accompanied by the current prospectuses. ... Retrieve Document

Financial Research Corporation FOR IMMEDIATE RELEASE Press ...
Income annuities to build better retirement portfolios along with data from Morningstar and NaviPlan financial software. ### About Financial Research Corporation For more than 20 years, Financial Research Corporation (FRC) has assisted marketing, product ... Visit Document

AZL® S&P 500 Index Fund - Allianz Life Insurance Company Of ...
Current prospectus for Allianz variable annuities. Call your financial professional or Allianz Life Financial Services, Morningstar classifies a fixed-income fund's interest-rate sensitivity based on the effective duration of the Morningstar ... View Doc

TIAA CREF INVESTMENT PERFORMANCE SUMMARIES DISCLOSURE
New York, NY issue insurance and annuities. TIAA CREF INVESTMENT PERFORMANCE SUMMARIES DISCLOSURE Please note that equity returns have historically been higher than other asset classes, but carry considerable risk of principal. Morningstar results are not available for the TIAA Access Funds. ... Visit Document

New York Life Variable Annuities
Annuities, guarantees the insurance features of our variable annuities, including death the Morningstar classification as of December 31, 2011. Morn-ingstar, Inc. is a widely used independent research firm which ranks mutual funds and other ... Read Document

MetLife Stock Index Portfolio
Annuities have limitations, exclusions, charges, termination provisions and terms for keeping them in force. to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, com-plete or timely. ... Read More

Photo Finish
First five years for variable annuities tracked by Morningstar Principia. We did not, however, account for surrender charges because, for our test, all distri-butions were taken at year 10 or later. Our model also did not account for a ... Document Retrieval

CREF N/a CREF Global Equities Account - Florida Institute Of ...
Morningstar Rating of 3 stars, 3 stars and 2 stars for the three-, five- and ten-year periods, respectively. C 4 1 5 1 8 $5K $10K $15K $20K $25K $30K $35K $40K $45K Annuities are issued by Teachers Insurance and Annuity Association (TIAA), New York, NY. ... Read Full Source

TIAA-CREF INVESTMENT PERFORMANCE SUMMARIES DISCLOSURE
Annuities. Please note that equity returns have historically been higher than other asset classes, but carry considerable risk of principal. Morningstar does not rate money market accounts, and the other TIAA-CREF mutual fund ... Fetch Full Source

Jerry Golden, Developer Of Savings2Income, Adds Advice For A Dream Retirement
Savings2Income (S2I) responds to a recent CNN Money article, discussing some of the finer points of retirement planning, offering suggestions drawn from S2I’s proprietary retirement planning strategy. (PRWeb March 02, 2013) Read the full story at http://www.prweb.com/releases/2013/3/prweb10484664.htm ... Read News

Portfolio Snapshot - Morningstar Stock, Mutual Fund, Hedge ...
Annuities, additional expenses will be taken in account, including M&E risk charges, fund-level expenses such as management fees and operating fees, and Morningstar collects yields on the T-bill on a weekly basis from the Wall Street Journal. ... View Full Source