| Insurance Company |
Investment Strategy / Asset Allocation Model |
Description |
To Order a Free Information Kit |
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Asset Allocation Models |
Ohio National employs five Asset Allocation Models:
Conservative, Moderately Conservative, Balanced,
Moderately Aggressive, and Aggressive. Click here for additional information
Determine which of the models is best for you need by taking this Risk Profile Questionnaire and determining your Investor Risk Score. |
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AXA Allocation Portfolios |
The AXA Allocation Portfolios consist of five models: Conservative, Conservative-Plus, Moderate, Moderate-Plus, and Aggressive. Portfolios are managed by over twenty asset management firms. Investors can transfer assets among the styles at any time before or after payments begin, at no charge. |
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ING
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Focus 5 |
The ING Focus 5 Portfolio is a rules-based portfolio that incorporates 5 distinct, equally weighted investment strategies: the 25 Fund Strategy (NYSE companies that rank number 50 through 75 in dividend yield), the U.S. Blue-Chip 10 Strategy (10 highest dividend-yielding companies on the DJIA), the U.S. LargeCap Market 10 Strategy (Large-cap stocks from the S&P 500), the Small Cap 40 Strategy (Small-cap stocks from the NYSE, AMEX, and Nasdaq), and the International Blue-Chip 75 Strategy (Blue-chip stocks from the MSCI EAFE). |
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Jackson Perspective 5 Fund |
The Jackson Perspective 5 Fund invests in common stocks of companies based on five specialized strategies: Dow 10 Strategy (10 companies in the DJIA with the highest dividend yield); S&P 10 Strategy (10 companies in the S&P with the highest share price appreciation in the past year); Global 15 Strategy (10 companies in the DJIA, FT30, and Hang Seng Index with the highest dividend yield); 25 Strategy (dividend-paying NYSE stocks, click below for details); and Select Small-Cap Strategy (small-cap stocks from the NYSE, AMEX, and Nasdaq, click below for details).
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Jackson Perspective S&P 4 Fund |
The Jackson Perspective S&P 4 Fund invests equally in 4 strategies that choose from stocks listed in the S&P 500--the S&P Competitive Advantage Strategy (30 stocks chosen for their high profitability and quality), the S&P Dividend Income & Growth Strategy (30 stocks that have the highest dividend yields), the S&P Intrinsic Value Strategy (stocks for companies, excluding finance, with positive free cash flows and low external financing needs), and the S&P Total Yield Strategy (stocks for 30 companies that are significantly reducing their debt burden and/or increasing their equity distributions, and have the highest Total Yield). |
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MetLife Asset Allocation Program (MAAP) |
The MetLife Asset Allocation Program consist of five models: Defensive, Moderate, Balanced, Growth and Aggressive. Each portfolio is managed by Met Investors Advisory, LLC, an affiliate of MetLife, Inc., one of the largest asset managers in the country. Morningstar Associates, LLC, provides research and consulting services to Met Investors Advisory, LLC, with respect to asset clarification, risk/return characteristics and asset allocation targets for the MAAP portfolios.
Help determine which of the models is appropriate according to your long-term investment objectives by taking this Investor Questionnaire. |
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American Funds Asset Allocation Portfolios |
The American Funds Asset Allocation portfolios combine the unique portfolio management process of American Funds Investment Company with the Met Investors Advisory, LLC's asset allocation experience. The American Funds Asset Allocation portfolios directly invest into individual American Funds Insurance Series® portfolios and offer comparable risk/returns parameters to those of the MetLife Asset Allocation Program portfolios. These portfolios are rebalanced quarterly and provide for a strong focus on broad portfolio diversification.
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MET/Franklin Templeton Founding Strategy Portfolio |
This MET/Frankling Templeton Founding Strategy Portfolio is a combination of three funds managed by three distinct money management groups - Franklin, Templeton and Mutual Series. Each group provides a different perspective and relies on its own team of dedicated research analysts to identify opportunities. The Met/Franklin Templeton Founding Strategy Portfolio offers diversification across multiple asset classes and may help reduce overall risk and heighten opportunity. This asset allocation strategy provides for broad diversification with minimal stock overlap among underlying funds.
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